Discount to book value with upside potential
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David Yeh
Jun 13, 2012, 9:08:00 PM6/13/12
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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
Jul 4, 2012, 3:26:18 AM7/4/12
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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
Jul 4, 2012, 3:59:14 AM7/4/12
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2010 looks okay, but be careful of
1. their product scandal
2. Exceptional high margin ~70%
2. Exceptional high margin ~70%
3. High cash, Low dividend payout
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David Yeh Jr.
Jul 8, 2012, 9:47:24 PM7/8/12
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crazy move on 2010 --
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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
Jul 14, 2012, 7:08:56 AM7/14/12
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what is the deal with 372? low market value vs high book value
Chan Henry
Jul 15, 2012, 11:29:56 PM7/15/12
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