InvestorsHub Logo
Followers 9
Posts 1854
Boards Moderated 0
Alias Born 09/03/2010

Re: None

Saturday, 08/05/2017 6:01:21 PM

Saturday, August 05, 2017 6:01:21 PM

Post# of 10657
In the interest of fair & honest viewpoints:

"The $230 million investment made by Warren Buffett's Berkshire Hathaway Inc. (BRK-A) for a 10% stake in China's BYD Co. in 2008, is paying off. BYD, which focuses on green-energy cars and batteries, reported a healthy profit of 2.3 billion yuan (around $345 million) during the first half of 2016, which was a significant rise of 384% year-over-year (YOY). Sales revenues increased 1.6 times to 15 billion yuan leading to a midyear turnover of 43.7 billion yuan which was a 44% increase YOY.
What’s Aiding BYD's Profits?
The company has benefited from favorable policies by the Chinese government intended to drive up the green car sales in the country. BYD now holds the No. 1 rank as the manufacturer of battery-electric automobiles in China. (See also: Chinese Competition in EV Market on the Rise.)
While competitors focused on electric cars, BYD was one of the first companies to offer large-sized electrical buses, making an entry into the mass transport vehicle segment. Additionally, it recently launched sanitation trucks with varying load capacities ranging from one to 32 tons. Its fleet of sanitation trucks consists of 26 different models, and was launched jointly with the Beijing Environmental Sanitation Engineering Group. The fleet is equipped to perform functions of collecting, disposing of and transporting garbage, along with street sweeping and refrigerated transportation of harmful waste. The initiatives indicate BYD’s potential to customize and pitch their offerings for various needs.
BYD’s innovations in manufacturing powerful batteries with large storage are also giving it a head start. For instance, its 350-kilowatt-hour iron-phosphate battery takes only 3.5 hours to fully charge, and offers 250 miles of driving over seven hours for its large sized trucks.
Recent Developments
Since the third quarter of last year, BYD has been consistently reporting triple-digit growth. The company also declared a dividend of 0.367 yuan per share. The company also got a boost when the South Korean electronics conglomerate, Samsung Electronics Co. Ltd., purchased 52.3 million BYD shares at price of 3 billion yuan in July this year. Samsung’s entry has reduced Berkshire’s stake to 8.25%.
The shares, dually listed on the Hong Kong and Shenzhen market, have appreciated by more than 50% in the past one year." End quote.
( TAKEAWAY: BUFFETT IS A LONG VALUE PATIENT INVESTOR BY THE DECADE. )

FROM 2006 BERKSHIRE SHAREHOLDERS ANNUAL MEETING ~ BUFFETT QUOTED:
1) Smaller companies that the major institutions (including Berkshire) can’t even think about investing in because they are too small.
2) Emerging markets where you can buy great businesses for next to nothing.
Buffett’s affinity for obscure, out-of-the-way investment opportunities (i.e. small microcap stocks) is well documented.
Yes, I would still say the same thing today…You have to turn over a lot of rocks to find those little anomalies. You have to find the companies that are off the map – way off the map. You may find local companies that have nothing wrong with them at all…
Having a lot of money to invest forced Berkshire to buy those that were less attractive. With less capital, I could have put all my money into the most attractive issues & really creamed it.
To illustrate his point, Buffett told the 24,000+ people who made the trek to the Quest Center this weekend that he would have put 100% of his assets in ((( SOUTH KOREA ))) a year or two ago when incredible companies (many microcaps) were selling for three or four times earnings. But because Berkshire is a massive $112 billion company, he couldn’t take advantage of the opportunity. The companies were too small & too illiquid for them add to Berkshire’s earnings power. So he had to sit and watch.
As a small investor, you don’t have to sit on the sidelines. You can take advantage of the illiquid opportunities that the big-boys, like Buffett, simply can’t. ~ 2006 Berkshire Shareholders Annual Meeting quoted
(( KEY TAKEAWAY: BUFFETT IS A LONG VALUE DECADE LONG ASIA INVESTOR, & RECOMMENDS IT. ))
We could post many other quoted articles stating the same as believing in Asia from many sage legends. Warren did in fact start with PENNY STOCKS for years!!! China's START-UP emerging growth companies are much better than what he had years ago, for sure. Very little debt versus USA stocks sets them apart, & much-much more. In true fact, CHINA has massive colossal (unpresidented in history) expansion growth.
________________________________________________________________________________________
We believe China & YSYB's worldwide "Great Recession" (timed different in Asia), & the severe credit crunch, & geopolitical problems are the reason why so many have gone dark; but will be back by 2018, 2019, or 2020. ((( NOBODY KNOWS!!! ))) The "B.I.T", 'Bilateral Investment Treaty' so supposedly finished, except for TECH issues, & Hong Kong's 2018 new key exchanges making dual listings possible may result in a solution with recovery. ((( WHO KNOWS? )))
TRANSPARENT 100% FACTUAL HONESTY is never completely guaranteed even with SEC filings, so my instinctive principals tell me they will file ASAP when able to, as many have left money on the table, went to big expenses to file 15 forms, English sites, et al, etc.; & there is NOWHERE ELSE AS USA WITH RELIABLE ACCESS TO CAPITAL MARKETS, unless they dual list in HK in 2018. We're all in the same boat here.
Therefore, you have both sides, & can make your own decisions based on your own DD & good conscience in good faith. Any expensive group investigative counsel of recovery with such high credentials, even if successful; would most likely only be able to get assets left in the USA, if any. (That may be incorrectly bias on my part.) But that's ONLY in our own IMHO. FOR WHAT IT'S WORTH, MAKE YOUR OWN JUDGEMENT YOURSELF. Patience is often more hardship, these days, worldwide. => GLTA YSYB shareholders.

OK, here it is folks. Don't be overly alarmed. Only divulged in all fairness. Unknown date, but possibly 3/2016 ?
IF YOU CAN BE PATIENT WITH YSYB's ("FORCE MAJEURE") of sorts in China & worldwide, DO INDEED DO SO.

QUOTE:
"NYTimes: Bounty Hunter Tracks Chinese Companies That Dupe Investors."
"
https://www.nytimes.com/2016/03/16/business/dealbook/bounty-hunter-tracks-chinese-companies-that-dupe-investors.html?smid=nytcore-ipad-share&smprod=nytcore-ipad

"Robert W. Seiden has built a legal specialty representing American investors who are suing Chinese companies saying that they were swindled."
END QUOTE.

> Sincere Kind Regards to all China shareholders >>

A vaincre sans peril, on triomphe sans gloire. -Pierre Corneille

“To win without risk is a triumph without glory.”

FORTUNE FAVORS THEE BOLD!!!
C'MON YSYB!

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.