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China Animal - Force to be reckoned with
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kiasiDBT
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24-Feb-2011 10:07
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From DMG: China Animal Healthcare reported 33% growth in 4Q10 revenue to RMB176m (FY10: RMB591m, +35% YoY) but 45% contraction in net profit to RMB27m (FY10: RMB120m, -24% YoY). Excluding two key non-routine expenses of RMB43m for HK dual-listing expenses and RMB19m for employee share scheme, FY10 net profit would have been RMB182m. Our thoughts: The HK listing expenses of RMB43m was higher than our expectation of RMB18-20m. Excluding non-routine items, FY10 recurring net profit of RMB182m was higher than our estimates of RMB174m. Maintain BUY at TP S$0.48. |
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enghou
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09-Feb-2011 17:37
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DBS recommends BUY with Target Price at 45 cents   China Animal Healthcare - Vaccines boost in 2011 TP raised to S$0.45. 2011 is a year of execution for China Animal Healthcare. Our analyst is projecting a robust 54% topline growth for 2011, driven by contributions from Foot-Mouth Disease (FMD) and Porcine Reproductive & Respiratory Syndrome (PRRS - also known as blue ear) vaccines. We have updated our operating model and trimmed FY10F/ 11F earnings forecasts by -38%/ - 11%. The anticipated dip in FY10F earnings is due to nonrecurring items. Estimated core earnings for FY10F are expected to grow 24% and 29% (ex. non-recurring items in FY10F) in 2011. China Animal is currently trading at c.55% discount to Chinese peers, which is unjustified in our view. Maintain Buy, TP adjusted to S$0.45 (Prev S$ 0.41). Life Is Great  |
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GuavaXF30
Master |
09-Feb-2011 08:57
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Thanks for reminder. Always good to be careful. Good advice.
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rutheone1905
Veteran |
09-Feb-2011 08:50
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dont enter until there is clear sign of up.....dont anticipate or base on ur feeling to play stk.   it must be very clear up with VOL  coming in, all indicators MACD, stochastic, candle, EMA etc all point to same direction then u punch a big deal n escape within 3 ~ 4 days........DONT BUY CHEAP SHARE AS COMPARED TO THEIR PREVIOUS HIGH VERY DANGEROUS ......cheers   |
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GuavaXF30
Master |
09-Feb-2011 08:35
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May see some action today....
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calculus1985
Senior |
09-Feb-2011 07:27
Yells: "lollymotion dot com" |
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It seem that this stock is making bullish reversal. Will this bullishness continue? read my analysis on ChinaAniH  |
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GuavaXF30
Master |
08-Feb-2011 16:49
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Really, 0.40 cents ? Maybe. Only time will tell.  But among pennies, this one is still a fav. Better fundamentals than most.
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enghou
Senior |
08-Feb-2011 16:40
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From DMG   Food crisis beneficiaries. Rising food prices is a theme which I have been talking about for quite a while. And it seems to be playing out with the UN Food and Agriculture Organisation Food Price Index on Thursday hitting the highest level since records began in 1990, surpassing the peak in 2008. The situation has in recent months been exacerbated by massive snowstorm in the US as well as floods in Australia and Southeast Asia. It has even resulted in social unrest in the Middle East and North Africa, with Tunisia’s president Zine El Abidine Ben Ali being toppled and Egypt’s leader Hosni Mubarak facing a similar threat. The rising food prices validate our positive views on agriculture plays, particularly upstream players like vegetable planter China Minzhong (BUY, TP S$1.78) and animal drug manufacturer China Animal Healthcare (BUY, TP S$0.48). On the flip side, we expect downstream food processors like coffee specialist Super Group (NEUTRAL, TP S$1.24) will see margin pressures with rising input costs. Life Is Great  |
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Hulumas
Supreme |
07-Feb-2011 15:50
Yells: "INVEST but not TRADE please!" |
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About the fair price already, I am no longer vested!
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rutheone1905
Veteran |
07-Feb-2011 08:30
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Amazing ways of playing shares.   Such statements are over n out this today mkt environment.   this segregate ordinary from extraordinary traders.
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kiasiDBT
Veteran |
27-Jan-2011 11:00
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Below is copied from Kim Eng's "2011 7 top small cap picks"
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kiasiDBT
Veteran |
27-Jan-2011 10:58
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To grow is to be glorious The growth companies within our selection are in businesses as different as night and day. China Animal Healthcare provides vaccination drugs for domestic meat animals in China, Super Group is a market leader in convenience foods such as 3‐in-1 coffee mixes in the region with its biggest market in Thailand, and CWT has ambitions to build a logistics empire as global as any other. However, all three have one thing in common – the potential for high earnings growth but are not yet priced as such. This therefore opens the way for ahead‐of‐the‐curve investors to make supernormal returns. In addition, at least one stock – Super Group – might attract new investors that could spark a further re-rating. China Animal Healthcare – the healing touch Rising meat consumption, along with higher animal drug penetration and the strong likelihood of industry consolidation, is expected to keep China’sanimal drug sector boiling over. In our view, this sector holds tremendous promise for many years to come and CAH is well‐positioned to ride this rising trend. The company has set its sights on capturing a bigger market share through selling a wider range of products to retailers and expanding its current pool of sales and technical personnel. It will also invest more in research and development to stay ahead of competition. The improving prospects notwithstanding, we believe its share price has yet to catch up with its pre‐crisis valuations. |
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masterlim
Senior |
08-Dec-2010 08:45
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pump it up ! pump it up ! dual listing starting on the 3rd week | ||||
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masterlim
Senior |
07-Dec-2010 18:01
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look at the previous link around nov time when i urge investors to load up. now is 40 cents ! my personal target for this will be more than 50 cents. load up before you are left out. |
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masterlim
Senior |
07-Dec-2010 14:51
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beginning of rally only. load up before you are left out. |
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masterlim
Senior |
07-Dec-2010 14:49
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finally ! | ||||
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masterlim
Senior |
05-Dec-2010 15:15
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load up before you are left out. | ||||
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masterlim
Senior |
03-Dec-2010 23:05
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bearish candles detected. may stay in range of 0.35 to 0.36 for time being. need catalysts to jet up the px. investors running out of patience for the dual listing news. |
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masterlim
Senior |
02-Dec-2010 11:52
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company meeting today on dual listing. hopefully will bring some jets up into the stock px. it shouldnt stay at this px looking at company profile and financial status. load up before you are left out. |
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masterlim
Senior |
30-Nov-2010 19:28
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status update on the dual listing. should be able to start trading in hk real soon. the only stock in sgx with 3 renowned fund players i.e. blackstone, fidelity and legg mason. whats there to say about this gem? load up before you are left out. |
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