2009年12月7日星期一

3813 strong buy

compare between 2331 and 3813

2331 LI Ning
Revenue (Jan-Jun 2009)
RMB 4052M
No of retail store 6809
ie $99182 per store per month

市值
28,141,000,000

3813 Pou Sheng(Oct08-Mar09)
Revenue
RMB 3646M
No of retail store 4885
ie $124394 per store per month

市值
5,106,000,000
已發行股份的數目
4,290,495,163 shares


大股東Pou Chen Corporation
2,408,344,622 (56.13%)

香港上海匯豐銀行有限公司
163,222,629 (4.57%) Jan 2009
212,889,667 (5.96%) Jun 2009
604,160,797 (14.08%) Dec 2009

+440938168 (+9.51%)

永豐金證券(亞洲)有限公司
73,966,000 (2.07%)
441,211,000 (12.36%)
440,646,000(10.27%)

+366680000 (+8.2%)

MORGAN STANLEY HONG KONG SECURITIES LTD
426,083,960 (11.94%)
329,105,332 (9.22%)
223,827,558 (5.21%)

-202256402 (-6.73%)

美林遠東有限公司
238,956,537 (6.69%)
209,217,617 (5.86%)
202,713,580 (4.72%)

-36242957 (-1.97%)

渣打銀行(香港)有限公司
83,881,476 (2.35%)
105,562,620 (2.95%)
168,076,895 (3.91%)

+84195419 (+1.56%)

富銀證券(香港)有限公司
31,432,000 (0.88%)
41,090,000 (1.15%)
37,929,000 (0.88%)

First 5 broker
+653,314,228 shares between Jan and Dec 2009

in average ~60,000,000 shares per month absorb from the market and the average price is $1.039 (250MA)
The 5 broker use $653M to buy 3813!!
why. 盈警 !!!
I guess some smart money is doing big big event.


永豐銀行係永豐金融控股公司的子公司,是由同屬該公司旗下的建華銀行與台北國際商銀於2006年11月13日藉對等合併而組成的。完全傳承先前兩家銀行的資質與資源,永豐銀行已能擁有極其綿密的營業網絡、高度創新的產品組合與最為先進的資訊系統;未來將以更高的熱誠,為全世界往來大中華地區的客戶提供最佳的金融服務,逐步實現闢建「21世紀金融新絲路」的願景。

4 則留言:

匿名 說...

"The 5 broker use $653M to buy 3813!!
why. 盈警 !!!"

Why would they buy if profit warning?
Thx

Benathk 說...

yes, because they know that we dont know.

匿名 說...

Ben,

I am attracted from your analysis and suggested stock.
From the balance sheet of #3813, it does show a very good figure.
What's the target duration to keep it? 1yr?

Benathk 說...

i keep 3813 for long, more than year.
As i believe that it is impossible gain double or triple within a day or month.