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yfile | 28th Aug 2008 | 中國房地產股票 | (175 Reads)

3377 - 遠洋地產

2008 負債權益比率: 143.31%
2008 資產負債率: 58.90%
2008 淨負債權益比率: 35.47%
2008 NAV: $3.72
EPS (2009IR, Est.): $0.1393 (撇除一次性收益如公平值變動,出售權益等)
EPS (2009AR, Est.): $0.3801 (撇除一次性收益如公平值變動,出售權益等)
P/E (2009AR) = 13.47  (Price $5.12, EPS $0.3801)


2007 負債權益比率: 123.76%
2007 資產負債率: 55.31%
2007 淨負債權益比率: 12.23%

2007 NAV: $4.70
EPS (2008, Est.): >$0.45 (撇除一次性收益如公平值變動,出售權益等)

P/E (2008) = 7.96  (Price $3.58, EPS $0.45)

2008IR:
EPS (2008, Est.): >$0.23 (Re-estimated after 2008IR)
P/E (2008) = 10.35 (18/9/2008: Price $2.38, EPS $0.23)


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yfile | 28th Aug 2008 | 投資智慧 | (97 Reads)

Philip Carret (The Money Mind)

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yfile | 28th Aug 2008 | 投資智慧 | (84 Reads)

Michael Steinhardt (Strategic Trader)

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yfile | 28th Aug 2008 | 投資智慧 | (123 Reads)

Jim Rogers (Top-Down Investor)

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yfile | 28th Aug 2008 | 投資智慧 | (122 Reads)

George Soros (Global Speculator)

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yfile | 27th Aug 2008 | 中國房地產股票 | (352 Reads)

754 - 合生創展

2007 負債權益比率: 138.73%

2007 資產負債率: 58.11%

2007 淨負債權益比率: 57.97%

2007 NAV: $12.42

EPS (2008, Est.): >$2.35 (撇除一次性收益如公平值變動,出售權益等)

P/E (2008) = 2.94  (Price $6.9, EPS $2.35)

2008IR:
NAV: $13.34
EPS (2008, Est.): >$2.16 (Re-estimated after 2008IR)
P/E (2008) = 1.9 (19/9/2008: Price $4.1, EPS $2.16)

22/9/2008 Est.

2008EPS: $2.3325 (Assume 10% Revenues growth, gross profit margin 51%)


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yfile | 26th Aug 2008 | 投資智慧 | (580 Reads)

投資心理學

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yfile | 26th Aug 2008 | 投資智慧 | (90 Reads)

The Psychology of Trading

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yfile | 25th Aug 2008 | 中國房地產股票 | (242 Reads)

3900 - 綠城中國

2007 負債權益比率: 246.45%

2007 資產負債率: 71.14%

2007 淨負債權益比率: 103.25%

2007 NAV: $5.26

EPS (2008, Est.): >$2.1

P/E (2008) = 2.66  (Price $5.59, EPS $2.1)

22/9/2008 Est.

2008EPS: $2.3359 (Assume 20 bil revenues, and 36% profit margin)

3/1/2009 Est.

2008EPS: $0.49 (竣工交付面積2,070,000sqm, assume確認銷售的建築面積690,000平方米, assume銷售均價每平方米人民幣8,500元, 入帳金額=人民幣5,865,000元; assume profit margin 0.33, and also assuming other costs)

P/E (2008) = 6.88 (Price $3.37, EPS $0.49)


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yfile | 25th Aug 2008 | 投資感言 | (102 Reads)

中國房地產股 - 大賤價

3900@5.59 (PB: 1.063)

754@6.9 (PB: 0.556)

1813@3.54 (PB: 0.926)

3377@3.58 (PB: 0.762)

272@6.02 (PB: 1.442)

410@3.8 (PB: 1.083)

3883@1.56 (PB: 0.542)

917@2.67 (PB: 0.406)

 

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