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china sun Ϊʲôһֱµø£¬Çë´óϺ°ïæ¿´¿´½ñÌìһϾÍÏÂÁË6·Ö£¬Ôõô°ì£¿£¡£¡£¡Ð»Ð»[´ºÌìÀ´ÁË (10-30 11:16, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]1Â¥

0.675~0.68Ò»¶¨Òª³ÅסÁË[forumstart (10-30 11:24, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]2Â¥

½¨Òé¿´Ö§³ÅÄÜ·ñ³Åס£¬Èç¹û³Å²»×¡£¬½«»áкµÃÒ»ËúºýÍ¿..
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[bluewindow (10-30 12:21, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]3Â¥

(ÒýÓà bluewindow:½¨Òé¿´Ö§³ÅÄÜ·ñ³Åס£¬Èç¹û³Å²»×¡£¬½«»áкµÃÒ»ËúºýÍ¿.. ²»¹ýÕâ¸ö³¤¾Ã¿´£¬ÊǸöµøÊÆ.. ...)лл£¬±£ÏÕÆð¼ûÊÇ·ñÓ¦¸Ã¸îÈ⣡[´ºÌìÀ´ÁË (10-30 13:53, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]4Â¥

(ÒýÓà ´ºÌìÀ´ÁË:лл£¬±£ÏÕÆð¼ûÊÇ·ñÓ¦¸Ã¸îÈ⣡)Ҫѧ»áÉèÖÃ×Ô¼ºµÄÖ¹Ëðµã, ¾ÍËãÕÇ»ØÀ´ÁËÒ²²»ÄÑÊÜ£¡[forumstart (10-30 14:25, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]5Â¥

ÓÖ±©ÕÇ7.5·Ö£¬¼òÖ±Êǹýɽ³µÕâÊÇÔõô»ØÊ£¿Ò»¸öÐÇÆÚ²Å²»¹ý£¬£¿£¿£¿£¿[´ºÌìÀ´ÁË (11-6 17:27, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]6Â¥

(ÒýÓà ´ºÌìÀ´ÁË:ÓÖ±©ÕÇ7.5·Ö£¬¼òÖ±Êǹýɽ³µÕâÊÇÔõô»ØÊ£¿Ò»¸öÐÇÆÚ²Å²»¹ý£¬£¿£¿£¿£¿)ML and other brokers issue buy recommendation on this counter...Strong fundamental and predictable fast growth ahead.. A leader in corn processing... My short-term target for it is 0.975.. track how it performs..[north933 (11-6 18:05, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]7Â¥

(ÒýÓà north933:ML and other brokers issue buy recommendation on this counter...Strong fundamental and predictable fast growth ahead.. A leader ...)ÕâÖÜÂòÁËÒ»µã,ÏÖÔÚµôµÃÒ»ËúºýÍ¿,ÊDz»ÊÇÓ¦¸Ã¼´¿ÌÂôµôѽ?[noviceme (11-9 15:23, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]8Â¥

(ÒýÓà noviceme:ÕâÖÜÂòÁËÒ»µã,ÏÖÔÚµôµÃÒ»ËúºýÍ¿,ÊDz»ÊÇÓ¦¸Ã¼´¿ÌÂôµôѽ?)¼ÈÈ»ÂòµÃ²»¶à£¬²»Óü±×ÅÂò°É¡£¡£2001~2005£¬4ÄêÀ´µÄ Revenue growth in range of 28.64%~216.72% and profit growth 29.10%~40.95%...
2006ÉϰëÄê growth 52.40%, profit 13.50%...
¼´Ê¹½ñÄêprofitÏà¶Ô²»ÊǺܺ㬲»¹ýÒ²²»»áºÜ²î°É¡£¡£¡£
ÏÖÔÚ Trading at 68.5,historical PE=10.97,ϵø¿Õ¼äÓÐÏÞ°É,ÎҸоõ¡£¡£¡£
[north933 (11-9 16:02, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]9Â¥

(ÒýÓà north933:¼ÈÈ»ÂòµÃ²»¶à£¬²»Óü±×ÅÂò°É¡£¡£2001~2005£¬4ÄêÀ´µÄ Revenue growth in range of 28.64%~216.72% and profit growth 29.10%~40.95%... 20...)àÅ,·´ÕýÇ®·Å×ÅÒ²²»ÄÜÉúÇ®,ºÇºÇÖ»Êǵ±Ê±ÂòµÄ¼Û¸ßÁË,$0.74
¶ÔÁËfair price´óÔ¼ÊǶàÉÙ?
л!
[noviceme (11-9 16:07, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]10Â¥

(ÒýÓà noviceme:àÅ,·´ÕýÇ®·Å×ÅÒ²²»ÄÜÉúÇ®,ºÇºÇÖ»Êǵ±Ê±ÂòµÄ¼Û¸ßÁË,$0.74 ¶ÔÁËfair price´óÔ¼ÊǶàÉÙ? л!)ML target 1.26, Óеã¿äÕÅ£¬²»¹ý£¬ÖÁÉÙ¹«Ë¾»ù±¾Ãæ²»´í¡£¡£China Sun Biochem (C86.SG) last up 9.9% at 72 Singapore cents; Merrill Lynch says potential accounting irregularities rumors are untrue having clarified with management. May be capped at 73 cents with over 1.2 million offers at that price, though orderbook suggests stock may edge up to 72.5 cents. Says it doesn't "see any significant deterioration in its fundamentals", and deems China Sun's valuation "attractive for a leading corn processor in China". Keeps stock as Buy with S$1.26 price objective.

³ý·Ç¹«Ë¾»ù±¾Ãæ²»ºÃ£¬»òÕßÂô¼ÛÌ«¸ß£¬·ñÔò²»ÓÃÌ«µ£ÐÄ¡£¡£¡£
[north933 (11-9 16:14, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]11Â¥

²»ÊÇÎÒÆÃÀäË®£¬Ð¡Ðijɵڶþ¸öboitreat£¡ÏçÕòÆóÒµÂð£¬ÈÝÒ×´óÆð´óÂ䣡[²ýê» (11-9 16:18, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]12Â¥

(ÒýÓà noviceme:ÕâÖÜÂòÁËÒ»µã,ÏÖÔÚµôµÃÒ»ËúºýÍ¿,ÊDz»ÊÇÓ¦¸Ã¼´¿ÌÂôµôѽ?)¸öÈ˵ÄÒ»µã¿´·¨ÄãµÄͶ×ʲßÂԾͲ»¶Ô£¬ china sunÊǸöµøÊÆ£¬³´¹É¾ÍÊÇÒªÂòÅ£¹É£¬ÄãȴƫƫÂòÐܹÉ..¹À¼ÆÊÇÄã¿´µ½china sunÒ»Ö±µøÒ»Ö±µø£¬¾õµÃºÜ±ãÒËÁË£¬È»ºó¾ÍÂò½ø..ÆäʵÕâÊǸö·Ç³£´íÎóµÄÒ»¸öͶ×ʹÛÄî¡£ÔÚ¹ÉÊУ¬Ç§Íò²»ÒªÏë׿ñ±ãÒË»õ¡£ÖÁÓÚ³­µ×£¬ÄÇÊÇÒªºÜÇ¿µÄ¼¼ÊõºÍ¾­Ñé²ÅÄÜÓеġ£¶ÔÓÚ¸ÕÈë¹ÉÊеÄͶ×ÊÕߣ¬Ò»¶¨Òª¸úÅ£¹É..
¶ÔÓÚchina sun,½¨ÒéÄãոʱÄÃס£¬°Ñ0.63ÉèΪֹËð¡£
ĿǰRSI£¬MACDµÈ¸÷ÖÖÖ¸±ê¶¼²»ÊǺܺõÄÐźţ¬¶ÔÓÚÖÐСͶ×ÊÕßÀ´Ëµ£¬ÕâÖֵط½¶¼²»ÊǺõĽ»Ò×Çø¼ä¡£


[bluewindow (11-9 16:38, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]13Â¥

(ÒýÓà bluewindow:¸öÈ˵ÄÒ»µã¿´·¨ÄãµÄͶ×ʲßÂԾͲ»¶Ô£¬ china sunÊǸöµøÊÆ£¬³´¹É¾ÍÊÇÒªÂòÅ£¹É£¬ÄãȴƫƫÂòÐܹÉ..¹À¼ÆÊÇÄã¿´µ½china sunÒ»Ö±µøÒ»Ö±µø£¬¾õµÃº ...)ºÇºÇ,ÐÒºÃÖ»ÂòÁËÁ½ÊÖ,¾Í°´Ä㽨ÒéµÄÀ´°ì,0.63ΪֹËðµã,лл![noviceme (11-10 12:42, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]14Â¥

ChinaSun Q3 loss 36.3% due to the effect Interpretation¶ÌÆÚ²»Ãî¡£¡£ÓпÉÄܵôµ½ 0.56~0.59¡£ i.e., historical PE 9~9.5... ÖÁÓÚÂòÂô£¬É÷ÖØÕå×ᣡ£¡£[north933 (11-13 19:27, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]15Â¥

(ÒýÓà north933:ChinaSun Q3 loss 36.3% due to the effect Interpretation¶ÌÆÚ²»Ãî¡£¡£ÓпÉÄܵôµ½ 0.56~0.59¡£ i.e., historical PE 9~9.5... ÖÁÓÚÂòÂô£...)¹É¼ÛÉÔ½µ£¬Ö®ºó·´µ¯£¡¿´À´£¬ÕæÕýµÄͶ×ÊÕß»¹ÊÇÀíÖǵġ£Fundamental ûÓиı䡣ֻÊÇÓÉÓÚеÄaccounting±ê×¼£¬¶øÊ¹net profit½µµÍ¡£¡£¡°Had the effect of adopting the interpretation not been taken into consideration, the Group would record a 22% increase in total profit to RMB 220 million.¡±[north933 (11-14 9:24, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]16Â¥

(ÒýÓà north933:ChinaSun Q3 loss 36.3% due to the effect Interpretation¶ÌÆÚ²»Ãî¡£¡£ÓпÉÄܵôµ½ 0.56~0.59¡£ i.e., historical PE 9~9.5... ÖÁÓÚÂòÂô£...)Kim Eng keeps buy call with 0.95 target while ML remains 1.26 target..Rumours of mass resignations, licence rejection, accounting irregularities and
official investigations have not panned out. Instead, China Sun has been
transparent in its guidance and governance. Further, corn prices have retreated
following the harvest to RMB900/ton now, providing a short term catalyst. We
maintain our BUY call on the stock, but reduce our price target to $0.95 to
reflect a more conservative EPS that includes the exceptional charges.

Our 12 month PO of S$1.26 is based on our DCF valuation, which assumes 12%
WACC and 3% terminal growth.
Risks to our price objective are the following: an unexpected rise in corn prices that affects profit margins; a delay in the ramp-up of the 100,000 ethanol plant; and failure to secure fuel ethanol license in China.
[north933 (11-14 9:56, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]17Â¥

Ìý˵corn future¼Û¸ñ±©ÕÇ£¬°¦£¬Õâ¸ö¹ÉÕæÊÇÀÛ׸ѽºÇºÇ£¬°æÃæÒ»Æ¬´óºÃ£¬À´´Õ¸öÈÈÄÖ[noviceme (1-15 17:32, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]18Â¥


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