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Xinyuan Real Estate Co., Ltd. Message Board

olssongustav 9 posts  |  Last Activity: Dec 10, 2015 3:54 PM Member since: Jan 8, 2013
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  • IMF move makes china more attractive (the name of the article)

    For a higher but riskier income, look to Xinyuan Real Estate Co. Ltd. (XIN), which develops residential real estate for middle-income consumers in China. Its market capitalization is just $250 million, but it pays $0.19 annually in four equal dividends and yields 5.9%.

    Revenue was up 88% in the third quarter of 2015, while net income was up 602% from the previous year and up 12% from the previous quarter. The company sells at a historic P/E ratio of only 3.6 times the trailing four quarters of income and at 27% of stated book value.

    This one is risky – Chinese real estate isn’t for everybody, to say the least – and it’s small. But the income and the upside potential are very attractive.

    Bottom line: China may sound like the ultimate growth play. But income investors can take advantage of some attractive yields while giving themselves a modest exposure to what could well be the world’s largest economy within no more than a decade.

    Sentiment: Strong Buy

  • Reply to

    594 K Shares Repurchased in Q3

    by bmayo2727 Nov 17, 2015 8:50 AM
    olssongustav olssongustav Nov 17, 2015 9:49 AM Flag

    Based on a daily average of 160000 shares, they can only buy 25% per day. That means 40000*30 working days means around 1,2 million maximum. So they bought half of it what is possible if you spend 100% trying to buy back shares. I think that is quite good buyback of shares!

    Sentiment: Strong Buy

  • olssongustav by olssongustav Nov 16, 2015 6:36 AM Flag

    Correct me if I am wrong. 25% of daily average means around 40000 shares per day. 3 days after earnings until end of quarter means around 30 working days. Maximum shares is 1,2 million which could have been repurchased. So I don't think the buyback is that bad considering the low volume of the stock.

    Sentiment: Strong Buy

  • Reply to

    Net income for the 4th qtr

    by locatedmyballs Nov 13, 2015 1:47 PM
    olssongustav olssongustav Nov 13, 2015 1:52 PM Flag

    It will most likely be more, Xin has almost always underestimated their profits

  • olssongustav olssongustav Nov 13, 2015 1:50 PM Flag

    And the coming year is the year for Xin. If we will not see over 7 USD end of next year I will be out of this stock. I really think they are on right track now with a good CFO. I think its good they announce the divi right away and also that they do not give quarterly forecasts. Its enough with a yearly one.
    The real inrease of the share price will come next year so if it have and dips I will buy more

  • Reply to


    by nolic1944 Nov 13, 2015 11:54 AM
    olssongustav olssongustav Nov 13, 2015 1:43 PM Flag

    I would say in two weeks time. Xin has never been doing big jumps over 10% in a day.

  • Reply to

    Conference call

    by olssongustav Nov 13, 2015 8:40 AM
    olssongustav olssongustav Nov 13, 2015 9:00 AM Flag

    Thanks! Did they have bonds for 500 MUSD today or was it 250 MUSD at 13,25%? If they make it around 7% instead it would be quite a lot in the earnings

  • olssongustav by olssongustav Nov 13, 2015 8:40 AM Flag

    Anyone listened to the conference call? Any news from there?

  • olssongustav by olssongustav Nov 13, 2015 5:52 AM Flag

    And the income from Oosten has not started to come in yet in the result.

    I also hope they do as Mr Zhang says below "execute the share repurchase program"

    Looking ahead, we remain committed to delivering value to our shareholders. We intend to continue to pay quarterly cash dividends the remainder of this year and execute our share repurchase program as appropriate based on valuation," concluded Mr. Zhang.

    Sentiment: Strong Buy

3.22Feb 8 4:02 PMEST