中国股气势如虹！可惜前几天买得还不够多。。。比较喜欢 Brightworld (dividend is high and future growth is bright)... China Sky Chem: 盈利增长很快。。。还有 Celestial Food: 连续7年盈利大幅度增长，牛啊。。

招股书和 financial report 感觉也够了。。。业务是high-end nylon fibre..和 fibreChem, hongwei and CG 的产品不一样。。 尼龙占增个纺织业的10%....

不用客气，大家都是交流嘛最近的动荡确实提供了很多的机会。。。 bright world 低于0。4。 chinaSky 低于0。8。。celestial 低于1。10。。都是不错的机会。。。我只买了 bright world 因为它股息不错，增长潜能大。而且历史最低位买入，相当保险。 fundamental analysis 结论是0。335 是最低的可能了。。另一个就是 Jiutian, fundamental analysis 结论是: 0。365 是最低的可能了. below 0.445 是很好的买入机会，可惜钱不够用。。没想到比bright world 反弹还快。。 中国股风险大，回报也高。。Good luck to all...

three reasonsthey are high growth company, much more sensitive to financial events. 2, weaker corporate governmence compared to local peers. CAO is one typical example, ironically, CAO was awarded the "most transparent listed company" in 03 or 04. 3. short track record and weaker financial balances. one example is People food. when the founder was reported to have financial problems in 2005, the stock price plunged...

er, generally yespersonally i feel there are two kind of high growth companies and the reaction to macro events are somehow different. one is in emerging market, such as china, india. the economic and sectors are growing faster and the companies have large potentials.. u can imagine how sensitive these companies will react to overall macro events. i recalled, early this year, SGX-listed china stocks surged (quite a few up >10% on that day) on news that President Hu said China 1Q growth 10+% which was higher than expected.. 2nd kind is companies with innovation technologies, like Solar battery companies, Google. They are really growing companies. As their sector/technogy is consider as future sector/tech. you need to take a very long term view on the companies and ignore tempemary macro events. as such, they reacts to macro events to a less degree.