The sale vol is my anticipation~ 85,000 half year
I guess the unit price is $ 85000 and it now is $83290
But the profit margin drop so sudden, but Geely is doing something to cut the supplier and its cost.
Geely is still in investing period, both technology and its brands
the profit will be affect during this peroid.
But when it is success, the profit will be coming.
Just let says, Levono 992 is an example,
its darkest day was 2006 summer the lowest price is ~2.2, Lenovo bought IBM in 2005/06. Because IBM asset affect serious on Lenovo at that period, that is I called " investing peroid". but time is going well. New product in the market..
then Lenovo gain more from the new IBM product.
Geely is same kind enterpise as Lenovo, it wont sudden up 10%, but it can double or triple year from year
this is my faith on Geely
1) 開新廠做 London taxi, 日常運作就入左支出. , 但係manganese bronze 股票升左三倍幾又無入資產 / 投資收入. ?? 唔明佢點解唔做?? 差5.5 億!!
5.5億加 8400萬 total 6.34億 係 175 (06/2006年) 1.24億
足足 500% 增長
有賊阿!! 唔見左 !!
2) 上面 4 間廠半年做 HKD ~50 億生意 , 賺 HKD 2.76億, 13/7/2007 又話會發 12.88 億新股收購 44% 權益 (~16億港元)
44% 權益一年賺2.76x 44% x2 = 2.4 億
PE of buying remained 44% = 16億 /2.4億 = 6.5 倍
今日 175 pe 成 20幾倍. ,收購後 pe 只有 15倍... 做乜唔做??
2007 剩得 3個半月.
sum up, 唔出貨, 未到收成時
( 又要練 EQ, 無乜 EQ 者勿跟)