tag:blogger.com,1999:blog-319075411286258943.post2220482959099822837..comments2023-10-18T23:34:07.367+08:00Comments on World Best Portfolio: Review: Sino-EnvPeHonhttp://www.blogger.com/profile/07116176441665248624noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-319075411286258943.post-48174651086210903092014-07-02T14:54:57.450+08:002014-07-02T14:54:57.450+08:00Impressive blog providing us with the portfolio re...Impressive blog providing us with the portfolio regarding Sino env company and it stock signals. But I was searching for <a href="http://www.mcxadvisor.in/" rel="nofollow">Best MCX Trading Advisor</a> of the market, so as to trade in MCX commodities.Anonymoushttps://www.blogger.com/profile/07712005113787998368noreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-6029255137453260802014-06-03T18:38:56.010+08:002014-06-03T18:38:56.010+08:00Admirable blog post.Providing review of Sino-env f...Admirable blog post.Providing review of Sino-env firm and their <a href="http://www.epicresearch.sg/positional-stock-signals" rel="nofollow">Best SGX stock picks</a> and shares in the market.Anonymoushttps://www.blogger.com/profile/04799832774979747423noreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-30561145353867472312010-09-09T10:19:15.074+08:002010-09-09T10:19:15.074+08:00This website is the best. Thank your for this arti...This website is the best. Thank your for this article. I enjoyed it very much.<br />Find Payday Loan Inc. 524 Yonge Street, Toronto, ON M4Y 1X9 (866) 519-5161Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-67263147229172222202007-05-28T08:41:00.000+08:002007-05-28T08:41:00.000+08:00yo bro, no more blogging? i still believe your pri...yo bro, no more blogging? i still believe your principles and made some $ from it. your call on swiber was good!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-60398441217957972672007-05-01T20:52:00.000+08:002007-05-01T20:52:00.000+08:00I really missed your blog. Pls come back!LearnerI really missed your blog. Pls come back!<BR/><BR/>LearnerAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-7271157113436803772007-04-25T20:03:00.000+08:002007-04-25T20:03:00.000+08:00Hope you can come back to blog.I like it!RedhotHope you can come back to blog.<BR/>I like it!<BR/><BR/>RedhotAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-71542909350549359412007-03-11T23:27:00.000+08:002007-03-11T23:27:00.000+08:00Pehon,Thanks for your Sino-Env review. Maybe I can...Pehon,<BR/><BR/>Thanks for your Sino-Env review. Maybe I can address the following issues with you ?<BR/><BR/>1) How much of a market leader is Sino-Env with respect to its competitors ? Is it commanding a market leadership position ?<BR/><BR/>2) What is the industry average P/E for companies in the same biz ? Does Sino-Env deserve to trade higher/lower than this average with respect to its capabilities and market position ?<BR/><BR/>3) With greater revenues also comes greater costs. How has management communicated to shareholders about keeping costs down ? After all profit margin dropped by 2% even though profit was up. Did Management offer reasons for this ?<BR/><BR/>4) What do you mean by average contract value increasing by RMB 0.9 million ? Does it mean they are securing larger contracts now as compared to before ? Did they reiterate if these new projects will bring in better margins ?<BR/><BR/>5) What is the ROE for the company for FY 2005 and FY 2006 ? I think ROE is a good benchmark in addition to EPS growth which you have used.<BR/><BR/>6) How is their Balance Sheet and Cash Flow Statement ? Perhaps your review can cover a little on that as it is equally important as well.<BR/><BR/>7) You ended off your review with a TP of $4.00 and a 70% certainty of reaching it. How did you arrive at $4.00 (based on what kind of valuation ?) and how did you arrive at a 70% chance ?<BR/><BR/>Thanks ! Have a great week !Anonymousnoreply@blogger.com