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Xinyuan Real Estate Co., Ltd. Message Board

  • dhalluin.guillaume dhalluin.guillaume Nov 10, 2013 8:22 AM Flag

    2014 & 2015 outlook !!

    they have a lot of new projects starting as early as q4 2013, will not be surprised if they achieve revenues of $1.2 bn in 2014 with net profit around $ 180m / with lets say a 15% pay out this will give 30 cents of div or 7.5 cents per quarter/ FY 2015 looks already very promising / remember they bought the NY land at a very cheap price and very likely it will be a commercial success/ Overall looking for revenues in 2015 at around $ 1.6 bn with net at $ 230m/ I believe General & administrative which spiked above 6% of revenues in Q3 2013 and probably will start to stabilize or go down in % in 2014 & 2015. Cash generation wiil accelerate which secures a very strong balance sheet in coming years./ I hope they will do some effort regarding IR and analyst coverage !! Regarding bk per value looking for 12.5 £ per ADR ( diluted with TPG convertibles) end of 2014 and 14.6 $ end of 2015 / regards to all !

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