唉，豆老头也老了呀# PhotoGear - 摄影器材
y*o
1 楼
edu is not a good choice even without hunshou's report
1. China economy will not become better in the at least 2 years: there is no
short term cure for it, the rising inflation, rising living cost, capitial
bubble, government corporate advanced but private corporate deteriotered,
capital outflow, structure unemployment rate, low export and huge
depreciation in the currencies of other emerging market will drag the
comparative labor cost down, while appreciation in yuan(forced by USA as
japan) will reduce the competivity of China. All these problem will drag
down the profit of edu.
2. the p/e is 13 while last quater net income is reduced from previous year
3. the structure problem
with all these problem, edu should not be a good investment candidate.
Even if you buy edu, what is your expected return, the fair value could be
14-15 for short term without "hunshui" problem, but the risk is still very
high. And the long term value will not be appreciated until the chinese
economy becomes better
I have the edu 12 call personally but sell my edu stock today.
1. China economy will not become better in the at least 2 years: there is no
short term cure for it, the rising inflation, rising living cost, capitial
bubble, government corporate advanced but private corporate deteriotered,
capital outflow, structure unemployment rate, low export and huge
depreciation in the currencies of other emerging market will drag the
comparative labor cost down, while appreciation in yuan(forced by USA as
japan) will reduce the competivity of China. All these problem will drag
down the profit of edu.
2. the p/e is 13 while last quater net income is reduced from previous year
3. the structure problem
with all these problem, edu should not be a good investment candidate.
Even if you buy edu, what is your expected return, the fair value could be
14-15 for short term without "hunshui" problem, but the risk is still very
high. And the long term value will not be appreciated until the chinese
economy becomes better
I have the edu 12 call personally but sell my edu stock today.
