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DHRM Correction +14%
weeeeeeeeeeeee
DHRM There she goes again + 8,70%...
LLEN 10Q Out
Revenues Up 395% YoY to $55.3 million
Net Income Up 306% YoY to $10.9 million
EPS Up 177% YoY to $0.36
DHRM A breath of fresh air
I've been adding since the 3,90's / low 4's
Current Ratio: 3,09
Debt Equity Ratio: 38%
Cash: 6,54M
Book Value: 13,89M
Gross Margin: 39%
Net Margin: 24%
Outstnding Shares: 4,5M
Market Cap: 20M
Estimated EPS for 2010 of 0,80 | PER of 5,50
I like the fact that they start trading through an IPO (at the worst time possible) and not trough a Stock reverse merger due to the present atmosphere regarding reverse merger stocks.
The stock lost around 70% since their IPO in April and at the present levels is way undervalued IMO.
The health Industry in China seems like a good place to be invested in IMHO:
In April 2009, the Chinese government implemented large-scale healthcare reform. The State Council allocated $123 billion as part of its New Medical Reform Plan. The plan contemplates the development of a universal healthcare system that will cover 90% of China’s population by the end of 2010 and will provide health coverage for all Chinese by 2020.
Specifically, within three years, the Chinese government aims to improve the urban healthcare system by rebuilding and restructuring 3,700 existing urban community health centers and 11,000 community health clinics. The plan will also accommodate the development of 2,400 new urban health centers. In effect, the plan de-emphasizes the prevalence of large, magnet facilities in favor of smaller, more accessible clinics.
Dehaier Medical Systems is an emerging company in the development, assembly, marketing and sale of medical products in China, including respiratory and oxygen homecare products. The company develops and assembles its own branded products from third party components. The company also distributes products designed and manufactured by other companies including medical devices and respiratory and oxygen homecare products from IMD (Italy), Timesco (UK), ResMed (Australia), Welch Allyn (USA), HEYER (Germany), Penlon (U.K) and JMS (Japan).
Company Overview
DHRM offers a broad range of approximately 30 products used in surgeries, hospital rooms and at home. DHRM also provides technical services and support to manufacturers and distributors. In recent years, DHRM has placed significant emphasis on respiratory and oxygen homecare products. Through the integration of technology, customer input and employee creativity, DHRM seeks to provide innovative, high quality and affordable products that improve the lives of people with sleep and respiratory disorders.
The company sells the majority of its products through a network of over 2,000 independent distributors. DHRM also employs 70 direct sales and sales support personnel selling directly to end users such as hospitals, clinics, government health bureaus and individual customers.
Dehaier leverages its network of relationships with healthcare facilities and has broadened its market reach by introducing new and more advanced products and new product lines that address different end-user populations.
Industry
DHRM has 155 employees including 20 in R&D. The company’s technology is based on two patents, five pending patents and proprietary technology. DHRM maintains a 5,400 square foot research and development center in its facility in Beijing. In addition, the company is cooperating with research institutes at two top ranked Chinese universities: Beijing University of Aeronautics & Astronautics and Beijing University of Technology and Science.
In addition, the plan is designed to dramatically improve medical services available for the 800 million rural poor in China. Through the plan, the Chinese government contemplates the development of clinics in every village and a hospital in every county in China by the end of 2011. If successfully implemented, the plan would result in at least 2,000 new county-level hospitals and 29,000 township hospitals and the upgrading of another 5,000 more.
Differentiators
Branded and Distributed Medical Devices
DHRM derives revenues from the sale of C-arm X-ray systems, anesthesia machines, patient monitors and general hospital products. The medical device segment is the company's largest business line of products and has the most extensive market penetration of its three product lines. DHRM anticipates continued revenue growth in its medical device product line as it further penetrates the market through developing and introducing advanced new product offerings.
Respiratory and Oxygen Homecare Products
DHRM derives revenues from sales of oxygen concentrators, CPAP devices, portable sleep screening and diagnostic devices and thermotherapy products. DHRM anticipates continued revenue growth from respiratory and oxygen homecare as new and more advanced products in this line are introduced. DHRM expects to increase distribution in China’s respiratory and oxygen homecare market as well as growing sales in international markets through use of distributors as well as through its direct sales platform.
Branded Technical Services
DHRM derives revenues from sales of air compressors and ventilator trolleys. DHRM anticipates continued growth in revenues from technical service products as they further penetrate this market by increasing the number of their distributors and maintaining a competitive pricing model.
Competitive Strengths
Established brand and market position in China’s medical products and respiratory and oxygen homecare industries
Established distribution, sales and service network throughout China
Strong research and development capabilities
Established relationships with foreign medical device manufacturers
Established relationships with hospital customers
Dedicated customer support and service
Recent News
8/16/10-Dehaier Medical Systems Q2 Revenue Up 46% to $4.83 Million; Net Income Up 59% to $1.14 Million; EPS $0.278/12/10-Dehaier Medical Systems Schedules Second Quarter 2010 Earnings Release and Conference Call8/11/10-Dehaier Medical Systems To Exhibit in International Medical Products Tradeshow FIME 2010 in Miami, Florida7/13/10-Dehaier Medical Systems Acquires Emergency Ventilator Series to Extend Product Line7/06/10-Dehaier Medical Systems Reaffirms Earnings Estimate of $0.80 EPS for FY 2010
Risk Factors
Uncertain trading volume following IPO
China’s healthcare-related government policies
Acceptance level of DHRM products among hospitals and other healthcare facilities
Ability to attract and retain distributors, key customers and direct sales force
China’s competitive environment
The Outlook
DHRM is positioned to benefit from the surging growth of expenditures on medical products in China and the growing demand for domestic medical products. A recent article published by the Wharton School (Univ. of Pennsylvania) suggests that China’s medical products market will reach $28 billion by 2014. This market was valued at $12.14 billion in 2008, representing roughly one-eighth of China’s overall healthcare market.
China’s medical products market is projected to grow faster than the global medical market. China is already the third largest medical products market in the world behind the United States and Japan. Within five to seven years it is expected to surpass Japan to become the world’s second largest medical products market. Market growth rates for 2009 are projected at 11.2%.
DHRM’s strategy is to strengthen its position as one of China’s leaders in developing, assembling and marketing respiratory and oxygen homecare products and to develop a presence in select foreign markets including Europe and America.
DHRM gaining some momentum here.
Easy double IMHO.
Nice action by (Re)BORN after yesterday's drop.
DHRM A breath of fresh air
I've been adding since the 3,90's / low 4's
Current Ratio: 3,09
Debt Equity Ratio: 38%
Cash: 6,54M
Book Value: 13,89M
Gross Margin: 39%
Net Margin: 24%
Outstnding Shares: 4,5M
Market Cap: 20M
Estimated EPS for 2010 of 0,80 | PER of 5,50
I like the fact that they start trading through an IPO (at the worst time possible) and not trough a Stock reverse merger due to the present atmosphere regarding reverse merger stocks.
The stock lost around 70% since their IPO in April and at the present levels is way undervalued IMO.
The health Industry in China seems like a good place to be invested in IMHO:
In April 2009, the Chinese government implemented large-scale healthcare reform. The State Council allocated $123 billion as part of its New Medical Reform Plan. The plan contemplates the development of a universal healthcare system that will cover 90% of China’s population by the end of 2010 and will provide health coverage for all Chinese by 2020.
Specifically, within three years, the Chinese government aims to improve the urban healthcare system by rebuilding and restructuring 3,700 existing urban community health centers and 11,000 community health clinics. The plan will also accommodate the development of 2,400 new urban health centers. In effect, the plan de-emphasizes the prevalence of large, magnet facilities in favor of smaller, more accessible clinics.
Dehaier Medical Systems is an emerging company in the development, assembly, marketing and sale of medical products in China, including respiratory and oxygen homecare products. The company develops and assembles its own branded products from third party components. The company also distributes products designed and manufactured by other companies including medical devices and respiratory and oxygen homecare products from IMD (Italy), Timesco (UK), ResMed (Australia), Welch Allyn (USA), HEYER (Germany), Penlon (U.K) and JMS (Japan).
Company Overview
DHRM offers a broad range of approximately 30 products used in surgeries, hospital rooms and at home. DHRM also provides technical services and support to manufacturers and distributors. In recent years, DHRM has placed significant emphasis on respiratory and oxygen homecare products. Through the integration of technology, customer input and employee creativity, DHRM seeks to provide innovative, high quality and affordable products that improve the lives of people with sleep and respiratory disorders.
The company sells the majority of its products through a network of over 2,000 independent distributors. DHRM also employs 70 direct sales and sales support personnel selling directly to end users such as hospitals, clinics, government health bureaus and individual customers.
Dehaier leverages its network of relationships with healthcare facilities and has broadened its market reach by introducing new and more advanced products and new product lines that address different end-user populations.
Industry
DHRM has 155 employees including 20 in R&D. The company’s technology is based on two patents, five pending patents and proprietary technology. DHRM maintains a 5,400 square foot research and development center in its facility in Beijing. In addition, the company is cooperating with research institutes at two top ranked Chinese universities: Beijing University of Aeronautics & Astronautics and Beijing University of Technology and Science.
In addition, the plan is designed to dramatically improve medical services available for the 800 million rural poor in China. Through the plan, the Chinese government contemplates the development of clinics in every village and a hospital in every county in China by the end of 2011. If successfully implemented, the plan would result in at least 2,000 new county-level hospitals and 29,000 township hospitals and the upgrading of another 5,000 more.
Differentiators
Branded and Distributed Medical Devices
DHRM derives revenues from the sale of C-arm X-ray systems, anesthesia machines, patient monitors and general hospital products. The medical device segment is the company's largest business line of products and has the most extensive market penetration of its three product lines. DHRM anticipates continued revenue growth in its medical device product line as it further penetrates the market through developing and introducing advanced new product offerings.
Respiratory and Oxygen Homecare Products
DHRM derives revenues from sales of oxygen concentrators, CPAP devices, portable sleep screening and diagnostic devices and thermotherapy products. DHRM anticipates continued revenue growth from respiratory and oxygen homecare as new and more advanced products in this line are introduced. DHRM expects to increase distribution in China’s respiratory and oxygen homecare market as well as growing sales in international markets through use of distributors as well as through its direct sales platform.
Branded Technical Services
DHRM derives revenues from sales of air compressors and ventilator trolleys. DHRM anticipates continued growth in revenues from technical service products as they further penetrate this market by increasing the number of their distributors and maintaining a competitive pricing model.
Competitive Strengths
Established brand and market position in China’s medical products and respiratory and oxygen homecare industries
Established distribution, sales and service network throughout China
Strong research and development capabilities
Established relationships with foreign medical device manufacturers
Established relationships with hospital customers
Dedicated customer support and service
Recent News
8/16/10-Dehaier Medical Systems Q2 Revenue Up 46% to $4.83 Million; Net Income Up 59% to $1.14 Million; EPS $0.278/12/10-Dehaier Medical Systems Schedules Second Quarter 2010 Earnings Release and Conference Call8/11/10-Dehaier Medical Systems To Exhibit in International Medical Products Tradeshow FIME 2010 in Miami, Florida7/13/10-Dehaier Medical Systems Acquires Emergency Ventilator Series to Extend Product Line7/06/10-Dehaier Medical Systems Reaffirms Earnings Estimate of $0.80 EPS for FY 2010
Risk Factors
Uncertain trading volume following IPO
China’s healthcare-related government policies
Acceptance level of DHRM products among hospitals and other healthcare facilities
Ability to attract and retain distributors, key customers and direct sales force
China’s competitive environment
The Outlook
DHRM is positioned to benefit from the surging growth of expenditures on medical products in China and the growing demand for domestic medical products. A recent article published by the Wharton School (Univ. of Pennsylvania) suggests that China’s medical products market will reach $28 billion by 2014. This market was valued at $12.14 billion in 2008, representing roughly one-eighth of China’s overall healthcare market.
China’s medical products market is projected to grow faster than the global medical market. China is already the third largest medical products market in the world behind the United States and Japan. Within five to seven years it is expected to surpass Japan to become the world’s second largest medical products market. Market growth rates for 2009 are projected at 11.2%.
DHRM’s strategy is to strengthen its position as one of China’s leaders in developing, assembling and marketing respiratory and oxygen homecare products and to develop a presence in select foreign markets including Europe and America.
He should drink some golden grass tea to chill... :D
It wouldn't surprise me if 3M would buy ALIF in the near term...3M is in a shopping spree. Check these interview with George Buckley (3M's CEO):
http://www.bloomberg.com/video/62640052/
LLEN Yahoo post:
One thing that is holding this stock back is the overall "discounted downgrade" of Chinese stocks that have Reverse-split & Uplisted to Amex/Nasdaq.
LLEN fits that profile.
In addition, the accounting firm Kabani has been caught up due to it's negative association with other companies.
One way to immediately add shareholder value is to simply switch to a Big 4 accounting firm.
After all, if they are an "American company" they should do things the "American way" and break clear of any of dark clouds of accounting firms associated with other Chinese growth stocks affiliaed with the Rodman & Roth circle.
Just spoke with a friend who called investor relations and said that issue WILL BE ADDRESSED later today at the conference call.
My expectations? Announcement of a new accounting firm to shake loose of any suspicions.
I may be busy later today during the Conference Call but will try my best to attend. For those listening, we need to make sure this issue gets addressed!
IMHO, it's the last thing that is holding this stock back and we need to set the shackles free!!!! =)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_L/threadview?m=tm&bn=106842&tid=3527&mid=3527&tof=1&frt=2
NED up 20%
SOKF you can say that again. I've read on the SOKF board that they said in CC that they plan to uplist to the NASDAQ. That would be a good move...
Great DD Rato. Thanks for sharing.
10 Amigos Rames
ALIF
BORN
ZSTN
CSGH
CPQQ
NEWN
LLEN
PUDA
CCME
KNDI
ZSTN Or not...
LOL
Top 10 Most Widely Followed U.S.-Listed Chinese Stocks: STP, BIDU, TSL, NTES, YGE, SINA, SOHU, SNDA, JASO, CTRP (Aug 27, 2010)
Below are the top 10 most widely followed U.S.-listed Chinese stocks, based on the number of brokerage analysts following them.
Suntech Power Holdings Co., Ltd. (ADR) (NYSE:STP) is the 1st most widely followed stock in this segment of the market. It is covered by 41 analysts. It currently receives positive investment ratings from 11 brokerage analysts.
Baidu.com, Inc. (ADR) (NASDAQ:BIDU) is the 2nd most widely followed stock in this segment of the market. It is covered by 25 analysts. It currently receives positive investment ratings from 17 brokerage analysts.
Trina Solar Limited (ADR) (NYSE:TSL) is the 3rd most widely followed stock in this segment of the market. It is covered by 24 analysts. It currently receives positive investment ratings from 21 brokerage analysts.
NetEase.com, Inc. (ADR) (NASDAQ:NTES) is the 4th most widely followed stock in this segment of the market. It is covered by 24 analysts. It currently receives positive investment ratings from 18 brokerage analysts.
Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE) is the 5th most widely followed stock in this segment of the market. It is covered by 24 analysts. It currently receives positive investment ratings from 12 brokerage analysts.
SINA Corporation (USA) (NASDAQ:SINA) is the 6th most widely followed stock in this segment of the market. It is covered by 23 analysts. It currently receives positive investment ratings from 17 brokerage analysts.
Sohu.com Inc. (NASDAQ:SOHU) is the 7th most widely followed stock in this segment of the market. It is covered by 22 analysts. It currently receives positive investment ratings from 12 brokerage analysts.
Shanda Interactive Entertainment Ltd ADR (NASDAQ:SNDA) is the 8th most widely followed stock in this segment of the market. It is covered by 21 analysts. It currently receives positive investment ratings from 9 brokerage analysts.
JA Solar Holdings Co., Ltd. (ADR) (NASDAQ:JASO) is the 9th most widely followed stock in this segment of the market. It is covered by 20 analysts. It currently receives positive investment ratings from 13 brokerage analysts.
Ctrip.com International, Ltd. (ADR) (NASDAQ:CTRP) is the 10th most widely followed stock in this segment of the market. It is covered by 20 analysts. It currently receives positive investment ratings from 12 brokerage analysts.
In December CCME will be in this list.
ZSTN probably going to close the gap at 5.50
O pessoal desmaiou Rato! LOL
LOL That's an epic quote man!
"A little luck with some guts can pack your pockets with lotsa bucks!"
LLEN I'm feeling pretty good too! That's what I call timing! I bought a lot between low 8's and 8.10.
WEEEEEE!
Great info Rato. Thanks for sharing.
CCME The guy doens't talk much. The questions are longer than the answers. I prefer Jackie Wow. :)
Numbers were terrible indeed...Worst than expected.What I find surprising is that the major indexes are falling "just" 0.60%. The market has assume the worst case scenario at this point IMHO, and I don't believe we'll drop much more from this point.
And has you stated yesterday, the fact that the Russell2000 isn't dropping more the major indexes seems to be a very good indicator.
"Here's a sign that tells me the market is about to turn upward .....
Not sure how closely you guys follow the different indexes, but normally if you see the Dow down (for example) 1%, you'll find the Russell 2000 down about 1 1/2% and vice versa on up days. Today ..... the Russell 2000 is acting very very strong in relation to the Dow and the Nasdaq percentage wise. This is the first time in weeks and weeks that I've seen the Russell 2000 down significantly less on a percentage basis than the Dow & Nasdaq. Small caps to lead the turn upward ? It works for me."
LLEN Sounds pretty good at this price. It hasn't closed below 8.10 since February. There's a key support around these levels.
CCME sitting on 150M cash, that's the least management could do. If they care about shareholders of course...It worked just fine for ZSTN...
You were lucky your alerts didn't work. Have you seen today's action? Unreal... This is the craziest stock I've ever seen...
SCOK up 22% today...
PWRD had a bad Q and it's up 7%. Go figure...
I guess we'll see some heavy profit taking before the economic data coming out this week (GDP+Jobs+Durable Goods Orders+New Home Sales+Existing Home Sales)
CCME I'm out of words...Technically the next support is at 9.21. If we break that one, we just might see 8.50 again...I confess I wasn't expecting such a scenario after the Q results.
ZSTN if it closes under the 6.16 support it might make a move to close the gap at 5.47 in the following sessions...
The excellent earnings effect doesn't work for long in this market...
BORN massive volume in the past sessions.
IMHO it will only take a rest when it gets near to the initial price of the IPO, around $12-$14
BORN true. What a monster! We might see the original IPO price soon ($12 - $14)
I owe several caipirinhas* to Rato for this beauty! LOL
*http://en.wikipedia.org/wiki/Caipirinha
LMAO!
CPQQ 10Q out
0.08 versus 0.09
BORN Oh yeah! Rock'n'Roll!
LOL
BORN flying and new historical high...
CCME this is certainly related with the company strategy in developing their own commercial department and sell directly to companies instead of selling to advertisig agencies. There's no need for the middle man...
BORN to be wild. Put your motors running LOL ;D
And by the way, I did took your advice on ZSTN...Nice...