也听到此消息,晚餐时还特意买了份straits times,结果...满篇都找不到,原来是昨天的报纸. 现在龙筹股倍受打压,好象在本地挂牌的龙筹股都成了垃圾,我还真有点怀疑.想必牛王对龙筹股有研究,可否指出几间牛王喜欢的公司分享? 先谢谢了!

04年11月中航油出事，龙筹股被打压了一年多，直到06年1月2日才爆发。此次吾觉得不急。 现在吾也看不明白，很多PE都到2以下了。比如cacola eps 7c，股价被打到6c。难道这些公司下季度都要开始盈利大幅下降，甚至亏损了吗？ 整个估价体系已经崩溃了。

顺便说说cacola今天的走势，预示了公司可能出啥问题了。但看他的balance sheet。总股本345mil。 这么算现金每股14.7c，没有借款，是net cash position。 上半年半年eps 24.8c RMB，或新币 5.28c。这么的公司怎么股价给买到只有6c？ 一定是啥地方不对头了。还有啥解释呢？ (more...)

据说10月14日straits times有篇Top 10 SGX-listed China companies ranked by negative free cashflow。 有无好心人贴出来看看呢？

Whose cash flow pipeline is choked?Whose cash flow pipeline is choked? - Tips for investors to spot companies facing possible money woes Straits Times - October 14, 2008 NEWS that Singapore-listed FerroChina is insolvent has put the spotlight on other China-based firms here which may be hit by the current credit crunch. Analysts say one tell-tale sign of possible money woes ahead would be negative cash flow - where a company spends more than it receives in revenue. These companies tend to rely heavily on credit, which is becoming far more difficult to obtain in the financial crisis. In FerroChina's case, it had, over the past 12 months, seen a cash flow shortfall of 1.57 billion yuan (S$338 million) - so it had no money left to pay dividends and pay off debt. It was rendered insolvent last Thursday after disclosing it was unable to repay part of its working capital loans of 706 million yuan. Some of the most hotly traded China stocks here also have what analysts call negative 'free cash flow'. (more...)

cosco, synear, hongxing, sinotech都出来发文告澄清了。 那篇文章中的10个公司是哪十个？

现金流为负数文中也说不一定就是坏事，处在成长的公司一般都是负现金流 不过现在信贷紧张，很容易短期贷款枯竭