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China Milk
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Pension
Elite |
08-Jan-2008 22:30
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 cheong ahhhh.
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Pension
Elite |
08-Jan-2008 22:20
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100 % will cheong tommorrow. |
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smltimer
Senior |
08-Jan-2008 22:10
Yells: "So what does the crystal ball say ......." |
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hope it breaks 1.16 tomorrow 
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DnApeh
Master |
04-Jan-2008 12:13
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XLX run already. Time for ChinaMilk soon? |
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bearish
Member |
26-Dec-2007 09:29
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looking good so far as stipulated by pulses magazine, bought in @ 1.03. keeping a close watch on this counter, a very good article on it by pulses. And what do they deal with? Milk, bull semen [wow], cow embryos! =D |
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opportunist
Member |
24-Dec-2007 23:57
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Needs to break 1.16 which was the support now turned resistance, for more upside. |
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smltimer
Senior |
24-Dec-2007 18:42
Yells: "So what does the crystal ball say ......." |
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Any view on this counter? Sporegal....may i ask whats your TA on this? thanks 
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DnApeh
Master |
05-Nov-2007 22:58
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Disappointing close. Shooting star. The cow may need to rest a few days. |
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DnApeh
Master |
05-Nov-2007 16:02
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The cow is tired after swimming for so long against the current. Needs a rest and eat some grass. I am out. |
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DnApeh
Master |
05-Nov-2007 12:39
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This cow still got milk..... |
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DnApeh
Master |
05-Nov-2007 11:45
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Big lots buying up today....... |
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787180
Master |
05-Nov-2007 11:30
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Unlikley to hit $2 as convertible loan stock ex price is $2..at this price all will rush to convert |
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DnApeh
Master |
05-Nov-2007 11:23
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Looking good...... |
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joshconsultancy
Member |
03-Nov-2007 13:43
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Spot on DnApeh. Sigh, I only noticed it after market closed, will be rushing to get a sip of the milk come monday  . Bullish!
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DnApeh
Master |
03-Nov-2007 11:47
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White Bull engulfing black bear. Vested. |
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AT01167
Senior |
03-Nov-2007 11:28
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Definitely worth monitoring Wan to vest soon |
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9laicce
Member |
03-Nov-2007 11:19
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STOCK CALL: Morgan Stanley starts China Milk Products Group (G86.SG) at Overweight with S$2 target. Says company is one of best plays on resource productivity, with cattle herd boasting best composition of pedigree bulls, cows in China. "We believe the market is missing the full benefits of the management's ability to improve herd mix to drive higher milk yield, quality cattle semen and embryos, and in turn support margin trend, along with a further government push to improve cattle genetics in China." Stock +3.3% at S$1.24 midday. (FKH) Still can squeeze more milk out. 
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DnApeh
Master |
03-Nov-2007 10:36
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This cow managed to survive the bloodbath yesterday. |
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investment
Senior |
25-Oct-2007 12:50
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CHINA MILK by nomura - We visited China Milk's farm and under-construction milk-processing plant in Daqing last month, to discuss the company's expansion plans for more cows and processing milk for OEM products, which should deliver higher margins from raw materials, as well as other plans for adding value to the business model. We also discussed the regular addition of a deemed gain from fair value of the livestock, which in our previous meetings had concerned us. - Good organic growth in the recent past. After a very good year in FY07 (March year-end), in which sales grew 47% and net profit rose 41%, China Milk continued to deliver at the operational level in 1Q FY08, with revenues growing 33% and operating profit rising 28%. This performance was not carried through at the bottom line, however, as net profit for the quarter fell 7%, from RMB89mn to RMB82mn. The company stressed that this slip in profits is entirely non-operational, and is due to the notional finance cost and change in fair value of its convertible bonds. Adding back these charges, RMB23.5mn for finance costs and RMB7.7mn for fair value changes, would result in net profit of RMB113mn, or up 28% y-y, in line with operating profit growth. Although bull se men remains China Milk's key revenue and profit driver, it has been the slowest growing part of the business in 1Q FY08, with revenues up just 23% y-y, with embryos and raw milk sales growing 74% and 61% y-y, respectively. - This line item is important, however, as it accounted for approximately 14% of net profit in FY07. In our valuation table below (Exhibit 7), we are showing two sets of numbers for China Milk one reflects the consensus numbers as published by Bloomberg, the other strips out the herd revaluation gain (for forecast years, we have stripped out the same estimate as FY07). It may not be accurate to strip out the revaluation gain on the herd, but it is possible this gain may not be recurring, and so we feel it is conservative to show an adjusted figure. |
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happyday
Member |
27-Jun-2007 16:02
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Chinamilk dip slightly to $1.33 during panic selling these few days...back to $1.36 |
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