25-09-2014, 10:01 PM
(25-09-2014, 09:44 PM)greengiraffe Wrote:(25-09-2014, 08:56 PM)CityFarmer Wrote:(25-09-2014, 07:41 PM)Contrarian Wrote: 1. The loan to equity ratio ratio - watch out for it.
2. If it is so good - why it don't list in Indonesia?
The first statement seems very valid, but the second one isn't so.
If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.
(not vested)
When u are dealing with mother nature, it warrants a steep discount rather than the usual premium ratings accorded to defensive F&B stocks.
Just look at how predictable QAF's primary resources can be...
With a huge Indo exposure we have an added forever green forex issue...
Jialat too many drivers and too confusing for me
Not Vested
GG
Yes, too many drivers (too complex) and confusing (too much uncertainties) are the NO-NO for value investors.

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