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S&P 500
5,708.75
(
-0.93%
)
US TECH 100
19,202.00
(
-0.25%
)
Dow Jones
42,156.97
(
-0.41%
)
Brent Oil
75.20
(
1.05%
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Bitcoin
61,194.04
(
0.59%
)
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MNT

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MNT

Re: throwerw post# 2348

Wednesday, 06/20/2012 10:30:34 AM

Wednesday, June 20, 2012 10:30:34 AM

Post# of 3470
422 HK

Hey Will,

Sorry for the long hiatus, work has been a pain!

Anyway I have been following this counter for a while. Never really understood the real business operations of this firm and how it manages to maintain earnings. Heres some of my thoughts.

- Right now I think mkt cap is HKD 900m+ so still slightly above net cash value.
- seems funny that IPO in 2007, the firm never really did tap the cash until now, still untouched.
- firm doesnt seem able to control costs esp the cogs part
- you met anyone from management or someone who covers this name?
- any idea for the sharp sell off at March 2012? firm is rather thinly traded.

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