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CBRE Clarion Global Real Estate Message Board

  • w8w8go w8w8go Jun 15, 2008 8:30 AM Flag


    Hi Jynhui...How are you?

    Are you still here? What do you think about ACH at 36(for longterm). Do you think we are near bottom in metals(TIE, SLT).

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    • $36 is good, though I think ACH fundamentals is not as good as when I bought. I have solve 3/4 of my holdings in ACH, and lately have not paid much attention. Lately, very keen about BYD which is only sold in HK as I think it is way undervalued for its huge potential (electronics, cars, and batteries). I think it could be the Hundyai of China, now at less than 2B market cap at PE of 12. Their revenue and profit growth have been 50% per year for the past few years. They sell the world's most advanced plug-in cars in Shenzhen. That sector got to explode in the near future. Their battery business is red hot. Their cell phones are giving Foxcom, the largest manufacturer in the world, a lot of price pressure, so much so that Foxcom resorts to law suits, which depressed BYD price for my benefit.

      About metals, I have not done too well in gold, but I think the half year result should be good. Copper has done better.

      Back to IGR, I think the recent dip is good time to buy. I was expecting them to change over to a quarterly dividend instead. July announcement would tell, but if that is not happening, then the 0.115 div per month should hold till year end, plus zero capital distribution.

      I have done quite OK in IGR since last year, always catching the lows for more and selling above $16.

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