Discount to book value with upside potential

11 views
Skip to first unread message

David Yeh

unread,
Jun 13, 2012, 9:08:00 PM6/13/12
to infinity-inter...@googlegroups.com
can you dig from data base on stocks that are trading below book and has some upside potential with its positioning or competitive advantage.  One example previously would be 2333 where it was traded at discount to book and went up 5X from that point. 

David Yeh

unread,
Jul 4, 2012, 3:26:18 AM7/4/12
to infinity-inter...@googlegroups.com
i found 2010 and 1050 also trading below book value. 2010 looks more interesting cause debt level relatively low.   trading at 3 X PE and Li Ka Shing also has a stake.

Henry Chan

unread,
Jul 4, 2012, 3:59:14 AM7/4/12
to infinity-inter...@googlegroups.com, infinity-inter...@googlegroups.com
2010 looks okay, but be careful of 
1. their product scandal
2. Exceptional high margin ~70%
3. High cash,  Low dividend payout 


Sent from my iPhone

David Yeh Jr.

unread,
Jul 8, 2012, 9:47:24 PM7/8/12
to infinity-inter...@googlegroups.com
crazy move on 2010 
--
Davian Limited
Unit A, 11/F, Shun Ho Tower
24-30 Ice House Street
Central, Hong Kong
Tel: (852) 2295 3100
Fax: (852) 2295 0998
Email: d...@davian.com.hk
Important : The information contained in this e-mail and any attachment thereof
is intended only for the use of the individual or entity to which it is
addressed and is confidential and may be privileged and/or otherwise protected
from disclosure. Any unauthorised use, copying, dissemination or any other
action taken or omitted to be taken in reliance upon this information is prohibited
The contents of this email are true and correct only to the best of our belief
and information.  We do not guarantee the accuracy and truthfulness of the
contents herein.  You should not rely on the contents herein unless you are
expressly asked by us to do so.  We are therefore not responsible for any
loss/claim or liability arising from or in connection with the contents herein.

David Yeh

unread,
Jul 14, 2012, 7:08:56 AM7/14/12
to infinity-inter...@googlegroups.com
what is the deal with 372?  low market value vs high book value

Chan Henry

unread,
Jul 15, 2012, 11:29:56 PM7/15/12
to infinity-inter...@googlegroups.com
錦興集團<00275.HK>收購ITC PROPERTIES(CHINA)延遲10月底
2012-07-05 18:05:07
錦興集團<00275.HK>公布,由於需要額外時間達成條件,向德祥<00199.HK>收購ITC PROPERTIES(CHINA) 50%權益及提供股東貸款,最後完成日期延遲至今年10月底。

ITC PROPERTIES(CHINA)旗下欣譽與廣州地下鐵為項目公司之合作夥伴。(su/u)

阿思達克財經新聞
傳真: 852 2186 8286
電郵: news...@aastocks.com
網址: www.aastocks.com

新聞由阿斯達克提供
Reply all
Reply to author
Forward
0 new messages