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ChinaGaoxian
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medivh
Elite |
19-Jan-2011 09:44
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Better if it eats all the way to 43c :) then I have some profits to take haha. |
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warrenbegger
Elite |
19-Jan-2011 09:40
Yells: "Anyhow Buy Anyhow Die ^_^" |
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Which hungry ghost eat 3300 lots + at 420???
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james87
Veteran |
19-Jan-2011 09:33
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Hurray..day with Gaoxian seems great. I think BT mentioned before that he is monitoring bright world...wah...really zui. |
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medivh
Elite |
19-Jan-2011 09:29
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IF it really rally this wee, then good for short term players but seriously.. this week and next if consolidate around 41c to 43c better for longer term... The news is old.. and: old news -> stale cheese... unless becomes premium cheese like "blue" cheese .. then worthy of keeping....
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masterlim8888
Senior |
18-Jan-2011 23:52
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Why it has all the factors to rally on the week of trading: Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” Intention to use the proceeds from the Korean dual listing to move upstream by creating its own PET chips supply in order to expand its profit margins. This vertical integration is a complicated endeavour but it’s a very good story. In all manufacturing companies, vertical integration is a very key point and a winner when you talk to institutional investors. At the end of the day, it’s about size and economies of scale.” Compared to its peers in Korea on a trailing 12-month basis, Gaoxian is heavily discounted by about 50% to its Korean comparables.” About 4X for the institutional demand. Given the various investor concerns that I have mentioned, this 4X subscription rate is a good one. Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions. load! load! load! load more on dip!   load more on dip! load more on dip! . load up before you are left out x 8008 times |
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masterlim8888
Senior |
18-Jan-2011 23:40
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Why it has all the factors to rally on the week of trading: Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” Intention to use the proceeds from the Korean dual listing to move upstream by creating its own PET chips supply in order to expand its profit margins. This vertical integration is a complicated endeavour but it’s a very good story. In all manufacturing companies, vertical integration is a very key point and a winner when you talk to institutional investors. At the end of the day, it’s about size and economies of scale.” Compared to its peers in Korea on a trailing 12-month basis, Gaoxian is heavily discounted by about 50% to its Korean comparables.” About 4X for the institutional demand. Given the various investor concerns that I have mentioned, this 4X subscription rate is a good one. Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions. load! load! load! load more on dip! load more on dip! load more on dip! . load up before you are left out x 8008 times |
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focusy
Senior |
18-Jan-2011 23:28
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CHINA GAOXIAN "is a very large player in a fragmented market where the players eventually have to consolidate. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” Opening remarks by David Lee, head of Global Equity Capital Markets, Daewoo Investment Banking Division, Daewoo Securities http://www.nextinsight.biz/index.php/story-archive-mainmenu-60/912-2011/3392-china-gaoxian- |
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james87
Veteran |
18-Jan-2011 23:23
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Hopefully GX will move up tml...otherwise so boring | ||||
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masterlim8888
Senior |
18-Jan-2011 23:16
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it shouldnt pullback to that level. but to directly answer your question, it would be good at that level. px will steadily after today sell off as all are anticipating krx will open much higher since it was overly subscribed by a few times. David Lee, head of Global Equity Capital Markets, Daewoo Investment Banking Division, Daewoo Securities: “The industry outlook is very positive. Commodity prices are up, as a result of which differentiated polyester yarn is a cheaper alternative to traditional materials. In addition, Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. “In terms of its sector, it is a very large player in a fragmented market where the players eventually have to consolidate. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” The gem is going on international stage: sales people will talk to their clients continually – both international and domestic. And we will periodically take the company on roadshows in Hong Kong and Korea – and subject to the company’s schedule to Europe as well because this is a good story for them as well. The shares are taken up by reputable instituition investors: The split is 70% institutional and 30% retail for the 600 million shares. There is no lock-up period for the shares. Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions. Why it has all the factors to rally on the week of trading: Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” Intention to use the proceeds from the Korean dual listing to move upstream by creating its own PET chips supply in order to expand its profit margins. This vertical integration is a complicated endeavour but it’s a very good story. In all manufacturing companies, vertical integration is a very key point and a winner when you talk to institutional investors. At the end of the day, it’s about size and economies of scale.” Compared to its peers in Korea on a trailing 12-month basis, Gaoxian is heavily discounted by about 50% to its Korean comparables.” About 4X for the institutional demand. Given the various investor concerns that I have mentioned, this 4X subscription rate is a good one. Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions. load! load! load! load more on dip! load more on dip! load more on dip! . load up before you are left out x 8008 times |
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ic1990
Senior |
18-Jan-2011 22:47
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got a question for current vestors like masterlim. Since 1 KDR=30 shares= 0.405 per share, and since the KDRs and stock in singapore are fungible, any px <0.405 should be an extremely good buy right? |
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masterlim8888
Senior |
18-Jan-2011 22:08
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David Lee, head of Global Equity Capital Markets, Daewoo Investment Banking Division, Daewoo Securities: “The industry outlook is very positive. Commodity prices are up, as a result of which differentiated polyester yarn is a cheaper alternative to traditional materials. In addition, Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. “In terms of its sector, it is a very large player in a fragmented market where the players eventually have to consolidate. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” The gem is going on international stage: sales people will talk to their clients continually – both international and domestic. And we will periodically take the company on roadshows in Hong Kong and Korea – and subject to the company’s schedule to Europe as well because this is a good story for them as well. The shares are taken up by reputable instituition investors: The split is 70% institutional and 30% retail for the 600 million shares. There is no lock-up period for the shares. Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions. Why it has all the factors to rally on the week of trading: Gaoxian supplies to the domestic market in China which is a tremendous growth story and Gaoxian is an indirect play on retail consumption in China. As a result, nine times out of 10, the winner is going to be the one who is the biggest. And Gaoxian is the biggest.” Intention to use the proceeds from the Korean dual listing to move upstream by creating its own PET chips supply in order to expand its profit margins. This vertical integration is a complicated endeavour but it’s a very good story. In all manufacturing companies, vertical integration is a very key point and a winner when you talk to institutional investors. At the end of the day, it’s about size and economies of scale.”
Compared to its peers in Korea on a trailing 12-month basis, Gaoxian is heavily discounted by about 50% to its Korean comparables.”
About 4X for the institutional demand. Given the various investor concerns that I have mentioned, this 4X subscription rate is a good one.
Morgan Stanley, Deutsche Bank and Nomura took up sizeable chunks of the deal … the majority were taken up by Korean institutions.
load! load! load!
load more on dip! load more on dip! load more on dip! . load up before you are left out x 8008 times |
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james87
Veteran |
18-Jan-2011 22:04
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ok...shall see if next week it will break 50 cents
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masterlim8888
Senior |
18-Jan-2011 21:54
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with Morgan Stanley, Deutsche Bank, Nomura, Tong Yang Asset Management and Hana UBS taking a stake in the gem, im very sure the gem will shine. stay in this gem's club that can multiply your profits. easily more than 50 cents next week after the meeting. load more on dip! load more on dip! load more on dip! .
load up before you are left out x 8008 times |
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medivh
Elite |
18-Jan-2011 21:47
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Run up towards 25th JAN?? then heavy sell down.. Looks like a possible scenario.. well i still think 50c is not hopeful at this week or next.. even when KRX starts listing.. it seem that people are waiting for more positive news from company etc. before reacting. The boat has already left.. Be prepared to hold on to your papers.
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masterlim8888
Senior |
18-Jan-2011 21:17
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the story is compelling and if investors buy in the china growth story and the fundamental demand of the huge domestic market. daewoo mentioned about the relatively cheaper px of yarn as a commodity to cotton, which will drive up the upgoing demand. for the subscription to be oversubcriped by a few times, be prepared to see a 10% rise at least in the opening px. it is going to double at the end of this year. i would only say more upsides coming. lets observe and check the accuracy of my statements.with Morgan Stanley, Deutsche Bank, Nomura, Tong Yang Asset Management and Hana UBS taking a stake in the gem, im very sure the gem will shine. stay in this gem's club that can multiply your profits. easily more than 50 cents next week after the meeting. load more on dip! load more on dip! load more on dip! . load up before you are left out x 8008 times |
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iPunter
Supreme |
18-Jan-2011 21:11
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This is a very interesting stock at this juncture... Much money can be made, or lost... |
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masterlim8888
Senior |
18-Jan-2011 21:01
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with Morgan Stanley, Deutsche Bank, Nomura, Tong Yang Asset Management and Hana UBS taking a stake in the gem, im very sure the gem will shine. stay in this gem's club that can multiply your profits. easily more than 50 cents next week after the meeting. load more on dip! load more on dip! load more on dip! .
load up before you are left out x 8008 times |
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warrenbegger
Elite |
18-Jan-2011 19:25
Yells: "Anyhow Buy Anyhow Die ^_^" |
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I agree with u too. Cherry Gaoxian or Che% By# Gao sai, it all depend on them now. If we can lose confidence in the end, i think krx also will. Tomorrow till 25 jan is just 5 days away, we shall see if got any surpise coming soon.
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dragoncloud1988
Member |
18-Jan-2011 19:01
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Ooo if contra players come in again... time to start short selling again!! |
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motoe689
Member |
18-Jan-2011 18:15
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ya you are right...trading starts next Tuesday...I kept thinking it was Monday...anyway contra players can start buying now if your theory is correct...because local brokerages allow up till T+5 to sell off any shares bought for contra...
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