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China Nepstar Chain Drugstore Ltd. Message Board

  • txjur46 txjur46 Jun 27, 2013 6:32 PM Flag article today in The China Perspective re retail pharmacies and Nepstar...

    ...hints at the Chinese govt.'s encouragement towards consolidation in the sector...Yahoo won't let the link post, but if you Google "the china perspective", it will come up as the 4th or so hit...the article is entitled "Healthcare Reform an Impetus to Retail Drug Market"...

    Sentiment: Hold

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    • This stock has been destroyed over the last 6-12.What is the problem here?

      • 1 Reply to mariocuturic
      • The stock is tiny, and despite the seemingly positive longer-term prospects, earning a 0% net margin isn't exactly anything to get excited about for most traders. A lot of investors probably also expected a dividend announcement with Q1 results; not hearing that might have motivated some to sell.

        An interesting note for longs: NPD's market cap is about 150 million USD. At the end of Q1 the company had about 107 million USD on its balance sheet. Market is valuing the company's 2,000 store network across China at about 50 million bucks. That's 25K per store. Some investors may see value there.

        This stock is definitely quiet. It seems investors will need to be patient here until either the pharma pricing situation normalizes and margins improve, or the company fixes the mix of everyday items to offset lower GPM from pharma.

        HTH, GLTA

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