Hello investors and followers
***
Today is 2011-9-6th, pls note, this is a "Chinese thinking method", from big to small, year to month, month to date reading.
***
About stock market in Hong Kong, most HK public listed companies announced the interim result, there is almost 74% companies showed an over-expectation results.
Very good interim result in 2011 !!
***
Currently, focusing on Pacific Asia market will be a good way, If look into markets of Hong Kong,China,Indonesia,Malaysia,Singapore,Thailand,Philippines,Vietnam. there is many opportunities and all fundamentals is solid and robust. all restaurants are fully booked in weekend and holiday.
***
About one big blue chip,386 Sinopec,
half year sales turnover RMB 1217b (+31.7%),profit RMB 41b(+11.9%)
2010 PE=7.30, 2011 est PE= 6.6
About one new small cap, 1112 Biostime,
half years sales turnover RMB 0.87b (+74.9%), profit RMB 0.2b (+67.6%)
2010 PE=21.5, 2011 est PE= 19.1
These 2 companies end-user market is mainly in China.
***
Last, Ferrari is planning IPO in HK market.
All the best !
Rickyhkg
Tuesday, September 06, 2011
Monday, April 04, 2011
2010 End China stocks result
hello
Till today 2011-4-4, over 1000 China listed companies ( A shares) had announced their 2010 end annual results.
we found that informations
* Average Net Profit growth rate is +37%.
* Sales Turnover growth rate is +35%.
Here is 5 big China companies result:- (B= billion)
*/ Company name ,HK stock code, 2010end profit ( existing PE)
************************************************************
1/ PETROCHINA (857), RMB 139.8B (net profit) 13.3x
2/ CHINA CONSTRUCTION BANK (939), RMB 134.8B (net profit) 11.2x
3/ BANK OF CHINA (3988), RMB 104.4B (net profit) 9.5x
4/ CHINA PETROLEUM & CHEMICAL (386), RMB 71.8B (net profit) 8x (LOW)
5/ CHINA SHENHUA ENERGY (1088), RMB38.1B (net profit) 16.1x
Also, I give you 5 Technology listed companies for your references.
*/ Company name ,HK stock code, 2010end profit ( existing PE)
************************************************************
1/ TENCENT HOLDINGS (700), RMB 8.05B (net profit) 37.2x
2/ ALIBABA.COM (1688), RMB 1.47B (net profit) 39.3x (High)
3/ GCL-POLY ENERGY (3800), *HKD 4.02B (net profit) 18.7x
4/ BYD Company (1211), RMB 2.5B ( net profit) 21.9x
5/ ASM PACIFIC (522), *HKD 2.84B (net profit) 14.2x
Remarks: RMB vs HKD exchange rate is RMB 1=HKD 1.19, *HK dollars hook with US dollar.
So, what can you see?
Cheers
Rickyhkg
Till today 2011-4-4, over 1000 China listed companies ( A shares) had announced their 2010 end annual results.
we found that informations
* Average Net Profit growth rate is +37%.
* Sales Turnover growth rate is +35%.
Here is 5 big China companies result:- (B= billion)
*/ Company name ,HK stock code, 2010end profit ( existing PE)
************************************************************
1/ PETROCHINA (857), RMB 139.8B (net profit) 13.3x
2/ CHINA CONSTRUCTION BANK (939), RMB 134.8B (net profit) 11.2x
3/ BANK OF CHINA (3988), RMB 104.4B (net profit) 9.5x
4/ CHINA PETROLEUM & CHEMICAL (386), RMB 71.8B (net profit) 8x (LOW)
5/ CHINA SHENHUA ENERGY (1088), RMB38.1B (net profit) 16.1x
Also, I give you 5 Technology listed companies for your references.
*/ Company name ,HK stock code, 2010end profit ( existing PE)
************************************************************
1/ TENCENT HOLDINGS (700), RMB 8.05B (net profit) 37.2x
2/ ALIBABA.COM (1688), RMB 1.47B (net profit) 39.3x (High)
3/ GCL-POLY ENERGY (3800), *HKD 4.02B (net profit) 18.7x
4/ BYD Company (1211), RMB 2.5B ( net profit) 21.9x
5/ ASM PACIFIC (522), *HKD 2.84B (net profit) 14.2x
Remarks: RMB vs HKD exchange rate is RMB 1=HKD 1.19, *HK dollars hook with US dollar.
So, what can you see?
Cheers
Rickyhkg
Monday, November 16, 2009
One year Review for 10 Hong Kong stocks
Dear friends, how are you recently?
Hong Kong is getting cold today and we are ready to face a new year in 2010. basically, Rickyhkg is a positive guy no matter in biz and stock investment. Also, Hong Kong's property(Real Estate)is a bit high in price vs value,but i still will hold it in my hand as the trend of USD and HKD are no luck in coming days.
Ok ! Its time to review my stock one-year performance since i started this Hong Kong stock introduction BLOG from 2008 Nov 15.
Belows are some notes and 10 Hong Kong stock that i picked. I believe Hong Kong stock market still has luck in 2009 and 2010 as HK dollar is going to be depreciated which causes money finding a better opportunity . And Economy in HK is not too bad. people still like to buy stuffs and eat good food in the market and sometimes ,in weekend ,you can find many peoples in shopping mall doing activities and good restaurants are crowded. I think people still have money.
Stock No. Company stock price Notes & *comments
981 SMIC $0.54 + 223% * chips biz picking up
991 DATANG POWER $3.78 +32%
386 SINOPEC $6.82 +49% * No.1 in China oil & gas
2388 BOC HONG KONG $19.46 +128% * HK local bank
2328 PICC P&C $5.94 +130% * re-organize
*last quarter 5 new picked stock as below (3 months performance since 2009/8/15 )
Stock No. Company Stock Price Notes & *comments
246 REALGOLD $11.54 +69% *gold mining biz
1114 Brilliance China Automotive $2.45 +147%
392 Beijing Enterprises $49.15 +24% *Gas biz,growth stock
66 MTR CORPORATION $27.35 -2% *HK Biggest land holder
750 SINGYES SOLAR $3.92 -2%
After review, I will keep and hold these 10 Hong Kong stocks in the portfolio, thanks.
Any comments, pls tell me freely.
BTW, lets go rich and lets go green. ok?
Rickyhkg
Hong Kong is getting cold today and we are ready to face a new year in 2010. basically, Rickyhkg is a positive guy no matter in biz and stock investment. Also, Hong Kong's property(Real Estate)is a bit high in price vs value,but i still will hold it in my hand as the trend of USD and HKD are no luck in coming days.
Ok ! Its time to review my stock one-year performance since i started this Hong Kong stock introduction BLOG from 2008 Nov 15.
Belows are some notes and 10 Hong Kong stock that i picked. I believe Hong Kong stock market still has luck in 2009 and 2010 as HK dollar is going to be depreciated which causes money finding a better opportunity . And Economy in HK is not too bad. people still like to buy stuffs and eat good food in the market and sometimes ,in weekend ,you can find many peoples in shopping mall doing activities and good restaurants are crowded. I think people still have money.
Stock No. Company stock price Notes & *comments
981 SMIC $0.54 + 223% * chips biz picking up
991 DATANG POWER $3.78 +32%
386 SINOPEC $6.82 +49% * No.1 in China oil & gas
2388 BOC HONG KONG $19.46 +128% * HK local bank
2328 PICC P&C $5.94 +130% * re-organize
*last quarter 5 new picked stock as below (3 months performance since 2009/8/15 )
Stock No. Company Stock Price Notes & *comments
246 REALGOLD $11.54 +69% *gold mining biz
1114 Brilliance China Automotive $2.45 +147%
392 Beijing Enterprises $49.15 +24% *Gas biz,growth stock
66 MTR CORPORATION $27.35 -2% *HK Biggest land holder
750 SINGYES SOLAR $3.92 -2%
After review, I will keep and hold these 10 Hong Kong stocks in the portfolio, thanks.
Any comments, pls tell me freely.
BTW, lets go rich and lets go green. ok?
Rickyhkg
Saturday, August 15, 2009
New add Stock, 5 new in and 5 sold
Hi guys ,Good day! How are you recently? Me, always positive!
It’s time to review my portfolio again in 2009 August 15th, I would like to say we catched a good opportunity since last year Nov.’s big drop,(low stock price= good opportunity for buy good company) ,today I review some stocks , some has been sold and add some new ideas here below.
HK stock market has been facing a overwhelming cash situation in banking system, and recently, the real estate( HK property market) market is a bit hot too, some houses made a very high price deal record recently in HK, all new released houses(apartment) sold very fast in the sales road-show as low interest-rate issue in bank. I think market still have money parking in a safe position and looking for better return (ROI). In this week, UK, Germany's GDP is not bad, u can check it out.
Here is my updates. Some stock out, some stock newly add here below. I marked some notes.
*HK stock No.
*company *today price(HKD) +/-% (vs2008,Nov.price)
981 SMIC $0.39 + 133%
991 DATANG POWER $4.96 +74%
386 SINOPEC $6.79 +48%
2388 BOC HONG KONG $15.48 +81.4%
2328 PICC P&C $5.57 +115%
2333 GREATWALL MOTOR $7.28 +152.7% out
410 SOHO CHINA $4.47 +76.6% out
658 C TRANSMISSION $17.76 +196% out
2006 JINJIANG HOTELS $2.28 +178% out
3368 PARKSON $12.36 +106% out
246 REALGOLD $6.80 new add, small cap.
1114 Brilliance China Automotive $0.99 new add, M&A
392 Beijing Enterprises $39.45 new add, growth stock
66 MTR CORPORATION $27.90 new add, Land issue. biggest land owner in HK
750 SINGYES SOLAR $4.02 new add, growth stock
Remember buy “value” only !
Good luck!
Rickyhkg
It’s time to review my portfolio again in 2009 August 15th, I would like to say we catched a good opportunity since last year Nov.’s big drop,(low stock price= good opportunity for buy good company) ,today I review some stocks , some has been sold and add some new ideas here below.
HK stock market has been facing a overwhelming cash situation in banking system, and recently, the real estate( HK property market) market is a bit hot too, some houses made a very high price deal record recently in HK, all new released houses(apartment) sold very fast in the sales road-show as low interest-rate issue in bank. I think market still have money parking in a safe position and looking for better return (ROI). In this week, UK, Germany's GDP is not bad, u can check it out.
Here is my updates. Some stock out, some stock newly add here below. I marked some notes.
*HK stock No.
*company *today price(HKD) +/-% (vs2008,Nov.price)
981 SMIC $0.39 + 133%
991 DATANG POWER $4.96 +74%
386 SINOPEC $6.79 +48%
2388 BOC HONG KONG $15.48 +81.4%
2328 PICC P&C $5.57 +115%
2333 GREATWALL MOTOR $7.28 +152.7% out
410 SOHO CHINA $4.47 +76.6% out
658 C TRANSMISSION $17.76 +196% out
2006 JINJIANG HOTELS $2.28 +178% out
3368 PARKSON $12.36 +106% out
246 REALGOLD $6.80 new add, small cap.
1114 Brilliance China Automotive $0.99 new add, M&A
392 Beijing Enterprises $39.45 new add, growth stock
66 MTR CORPORATION $27.90 new add, Land issue. biggest land owner in HK
750 SINGYES SOLAR $4.02 new add, growth stock
Remember buy “value” only !
Good luck!
Rickyhkg
Saturday, May 16, 2009
Review 10 selected stock (5/16), pls look into PE ratio
Hello guys, how are you ?
Recently, HK stock market rally to this year new high in last week.
It is 3 months pass again, I make some review on today (5/16) for the stock performance of my 10 selected stock in 2008,Nov 15, as belows, * I added one more data is 2008year PE for our study. ( some old PE ratio very high, what do it tell us??) Pls think !
Situation,China government will focus on her domestic market more, in order to avoid oversea market's influence, also gold market I will study more, e.g. company like 1818,People Republice of China is increaing GOLD's inventory
Thanks for your time and come to read my blog again.
*HK stock No.
*company *today price(HKD) +/-% (vs2008,Nov.price), * PE (2008)
981 $0.33 +98% N/a
991 $3.72 +31% 50.27x
386 $6.10 +33% 15.64x
2388 $11- +29% 34.80x
2328 $4.69 +82% 938x
2333 $4.59 +59% 8.65x
410 $4.65 +84% 53.4x
658 $13.28 +121% 21x
2006 $1.70 +107% 25.3x
3368 $10.70 +79% 31x
Recently, HK stock market rally to this year new high in last week.
It is 3 months pass again, I make some review on today (5/16) for the stock performance of my 10 selected stock in 2008,Nov 15, as belows, * I added one more data is 2008year PE for our study. ( some old PE ratio very high, what do it tell us??) Pls think !
Situation,China government will focus on her domestic market more, in order to avoid oversea market's influence, also gold market I will study more, e.g. company like 1818,People Republice of China is increaing GOLD's inventory
Thanks for your time and come to read my blog again.
*HK stock No.
*company *today price(HKD) +/-% (vs2008,Nov.price), * PE (2008)
981 $0.33 +98% N/a
991 $3.72 +31% 50.27x
386 $6.10 +33% 15.64x
2388 $11- +29% 34.80x
2328 $4.69 +82% 938x
2333 $4.59 +59% 8.65x
410 $4.65 +84% 53.4x
658 $13.28 +121% 21x
2006 $1.70 +107% 25.3x
3368 $10.70 +79% 31x
Monday, February 16, 2009
Review for 10 selected stock
Hello, today is 2009 Feb 16, let me review the stock performance of the 10 selected stock in 2008,Nov 15, as belows,
*HK stock No.
*company *today stock price(HKD) +/- % changes
981 $0.255 +52%
991 $3.73 +31%
386 $4.40 -4%
2388 $8.03 -5.8%
2328 $4.03 +56%
2333 $2.86 - 0.7%
410 $3.11 +23%
658 $10.98 +83%
2006 $1.20 +46%
3368 $6.77 +13%
*HK stock No.
*company *today stock price(HKD) +/- % changes
981 $0.255 +52%
991 $3.73 +31%
386 $4.40 -4%
2388 $8.03 -5.8%
2328 $4.03 +56%
2333 $2.86 - 0.7%
410 $3.11 +23%
658 $10.98 +83%
2006 $1.20 +46%
3368 $6.77 +13%
Saturday, November 29, 2008
China cut the interest rate and 991 Datang Power Situation rised 35% in this week
In this good week, China suddenly announced a big cut in interest rate 108 basis points a very very big stimulate action and will offer a around RMB 20 billions compensation premium to China Power stations companies in order to support/help their poor financial situation.
This big cut in interest rate is very positive to such high debt ratio power stocks and in line with the recent big drop in coal price ,both are positive to Power stocks performance. So we can see 991 Datang Power rised 35% in this week, emotion to such power stocks is a bit overbuying. Mr Market was very high and happy in these days.
In past years,China Power companies cannot increase the electricity price because of China's anti-inflation policy which narrow down Power companies profit, and plus flying high coal price bad situation it also affected the stock performance negatively . We can see stock price of 991 Datang drop from 52 weeks highest point HKD 7.43 to recent lowest point HKD 2.15 (in end of oct 2008) that is 0.86 of book value.
I think in recent, 1/China's decreasing interest rate trend, 2/decreasing coal price and 3/continuous domestic consumer stimulate packages ( china want to keep GDP +8%) are very positive to Datang Power 991.
However in this week, 991 Datang Power already rised 35% which is alomost 1.5 times of her book value, therefore we need take care on this stock price situation and consider the speculators money and ask yourself to judge correctly whether it is over-vaule or not? Will money continue move into this section or just a short term hot? ask your self!!!!!!
Belows are some data of 991 Datang Power (991 is the HK stock market list no.)
* Today (11/28)stock price HKD 3.68 per share
* Cash per share HKD 1.60 (43% of sp)
* Current ratio : 0.36x ( very poor)
* Book value: HKD 2.50
* long term debt ratio: 193% (very high, all power stocks get this poor data)
Therefore , can we use HKD 2.50 book value as a guide line for 991 Datang power investment ? question your self please !!!!!!
Good luck !
Ricky
This big cut in interest rate is very positive to such high debt ratio power stocks and in line with the recent big drop in coal price ,both are positive to Power stocks performance. So we can see 991 Datang Power rised 35% in this week, emotion to such power stocks is a bit overbuying. Mr Market was very high and happy in these days.
In past years,China Power companies cannot increase the electricity price because of China's anti-inflation policy which narrow down Power companies profit, and plus flying high coal price bad situation it also affected the stock performance negatively . We can see stock price of 991 Datang drop from 52 weeks highest point HKD 7.43 to recent lowest point HKD 2.15 (in end of oct 2008) that is 0.86 of book value.
I think in recent, 1/China's decreasing interest rate trend, 2/decreasing coal price and 3/continuous domestic consumer stimulate packages ( china want to keep GDP +8%) are very positive to Datang Power 991.
However in this week, 991 Datang Power already rised 35% which is alomost 1.5 times of her book value, therefore we need take care on this stock price situation and consider the speculators money and ask yourself to judge correctly whether it is over-vaule or not? Will money continue move into this section or just a short term hot? ask your self!!!!!!
Belows are some data of 991 Datang Power (991 is the HK stock market list no.)
* Today (11/28)stock price HKD 3.68 per share
* Cash per share HKD 1.60 (43% of sp)
* Current ratio : 0.36x ( very poor)
* Book value: HKD 2.50
* long term debt ratio: 193% (very high, all power stocks get this poor data)
Therefore , can we use HKD 2.50 book value as a guide line for 991 Datang power investment ? question your self please !!!!!!
Good luck !
Ricky
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