n********e 发帖数: 308 | 1 最近大家常讨论HEAT怎么跌那么狠。我也觉得很奇怪,就上网搜搜该公司的简况和评论。
今天读了一篇关于HEAT借壳上市的文章,感觉该公司不太可信。现把链接奉上,大家说说
这个对股价长期负面影响大不大。
http://blog.sina.com.cn/s/blog_4ee995330100iwmg.html |
t******6 发帖数: 457 | |
b******r 发帖数: 16603 | 3 No. This is the reason of recent dumping.
【在 t******6 的大作中提到】 : 这个不是跌的原因,但是看到了还是不舒服 : http://www.mitbbs.com/article_t0/Stock/33421675.html
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B**********r 发帖数: 7517 | 4 The management team looks reliable. CEO James Wang worked as a sale manager
for Honeywell. His English is more fluent than many of us. He is not like
those domestic cheaters from RINO and CCME.
HEAT bought a subsidiary from Conergy. I trust a company that is expanding
to international market.
http://www.prnewswire.com/news-releases/smartheat-inc-completes |
b******r 发帖数: 16603 | 5 我感觉被误伤,某些空头基金混水摸鱼。
我相信香港某些鸟人正在沈阳实地拍照中。
如果下周还找不到证据,自然可以反弹个50%啥的。
manager
【在 B**********r 的大作中提到】 : The management team looks reliable. CEO James Wang worked as a sale manager : for Honeywell. His English is more fluent than many of us. He is not like : those domestic cheaters from RINO and CCME. : HEAT bought a subsidiary from Conergy. I trust a company that is expanding : to international market. : http://www.prnewswire.com/news-releases/smartheat-inc-completes
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t******6 发帖数: 457 | 6 虎子,能具体唠叨一下么?
【在 b******r 的大作中提到】 : No. This is the reason of recent dumping.
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b*****n 发帖数: 2478 | 7 虎子给讲讲,我觉得是违规了,相当于拿境内资产钓鱼,然后上市后资产增值后原价买
国内资产,但是感觉业务还算正规,既然已经上市了,而且资产在国外,还能怎样呢?
【在 b******r 的大作中提到】 : No. This is the reason of recent dumping.
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b******r 发帖数: 16603 | 8 排除其他的原因,俺只能想到这个。
【在 t******6 的大作中提到】 : 虎子,能具体唠叨一下么?
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B**********r 发帖数: 7517 | 9 Two reasons:
(1) Chinese small-cap RTO fears
(3) Nuke crisis, as HEAT has some business in this industry
But it's way overdone
(1) $4.00 book value
(2) EPS = $0.7, so P/E is 3.x
(3) YoY growth is 20% or higher
【在 b*****n 的大作中提到】 : 虎子给讲讲,我觉得是违规了,相当于拿境内资产钓鱼,然后上市后资产增值后原价买 : 国内资产,但是感觉业务还算正规,既然已经上市了,而且资产在国外,还能怎样呢?
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b******r 发帖数: 16603 | 10 现在正在对reverse merger大开杀戒,这有点白色恐怖,宁可杀错一千,不可放过一个。
HEAT的management如果不做任何表示,没有任何PR,我也觉得蹊跷。
BullishSolar说了HEAT高层领导英语娴熟,不是一般的土鳖,应该有理由相信会对股东
有所
交待。
【在 b*****n 的大作中提到】 : 虎子给讲讲,我觉得是违规了,相当于拿境内资产钓鱼,然后上市后资产增值后原价买 : 国内资产,但是感觉业务还算正规,既然已经上市了,而且资产在国外,还能怎样呢?
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t******6 发帖数: 457 | 11 ~(^@^)~
【在 b******r 的大作中提到】 : 排除其他的原因,俺只能想到这个。
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J**S 发帖数: 25790 | 12 这么了解CEO,难道你就是庄?
manager
like
expanding
acquisition-of-gustrower-warmepumpen-gmbh-117305798.html
【在 B**********r 的大作中提到】 : The management team looks reliable. CEO James Wang worked as a sale manager : for Honeywell. His English is more fluent than many of us. He is not like : those domestic cheaters from RINO and CCME. : HEAT bought a subsidiary from Conergy. I trust a company that is expanding : to international market. : http://www.prnewswire.com/news-releases/smartheat-inc-completes
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B**********r 发帖数: 7517 | 13 I have played this for almost 1 year.
【在 J**S 的大作中提到】 : 这么了解CEO,难道你就是庄? : : manager : like : expanding : acquisition-of-gustrower-warmepumpen-gmbh-117305798.html
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E**********e 发帖数: 1736 | 14 how could be a reliable reason that a manager has fluent English? The Yahoo
messages talked all 16 reasons for not have accounting issues. but i don't
think they are consolidated. if they are cheating, we are all done.
manager
【在 B**********r 的大作中提到】 : The management team looks reliable. CEO James Wang worked as a sale manager : for Honeywell. His English is more fluent than many of us. He is not like : those domestic cheaters from RINO and CCME. : HEAT bought a subsidiary from Conergy. I trust a company that is expanding : to international market. : http://www.prnewswire.com/news-releases/smartheat-inc-completes
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t******6 发帖数: 457 | 15 最怕就是这个
Yahoo
【在 E**********e 的大作中提到】 : how could be a reliable reason that a manager has fluent English? The Yahoo : messages talked all 16 reasons for not have accounting issues. but i don't : think they are consolidated. if they are cheating, we are all done. : : : manager
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B**********r 发帖数: 7517 | 16 Just play safe. Never bet too much on a single small-cap stock. I would be
nervous if investing 10% on this.
On the other hand, it appears rather safe now. It is already down 50% this year. If shorts want to attack it, there is not much room for it to drop without resistance. BTW, the stock book value is $4, and it has $1.5 cash there. Barclay's did secondary offering at $5 a few months back, and the company have cash to do a lot of things - like stock buyback.
【在 t******6 的大作中提到】 : 最怕就是这个 : : Yahoo
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y********o 发帖数: 1588 | |
n********e 发帖数: 308 | 18 你已经引用了啊,抱歉先前没看到。
不管怎么说都是个污点,就怕有更多的污点。虽然可能反弹,大家还是多留心,控制风
险。
【在 t******6 的大作中提到】 : 这个不是跌的原因,但是看到了还是不舒服 : http://www.mitbbs.com/article_t0/Stock/33421675.html
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m*********s 发帖数: 482 | 19 一两天内应该不会犯谈
下探2.5
靠,好像我真的知道是的 |
t****a 发帖数: 115 | 20 上市确实不正规,但是业务是实实在在的.从招聘的规模来看,去年增长了不小.所以说50
%的增长幅度还是可信的.
但是就怕有人从上市上做文章.
【在 t******6 的大作中提到】 : 这个不是跌的原因,但是看到了还是不舒服 : http://www.mitbbs.com/article_t0/Stock/33421675.html
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D*******n 发帖数: 81 | 21 感激这里每一个提供信息和参与讨论的人,这样的贴子才是我们大力提倡的.
近期持续关注,已经先入了2K试水,打算重仓搏个反弹.还是那句话,小帐户要想有起色,
不投机不灵. |
L*****3 发帖数: 922 | 22 这个分析更合理。睿能是俩核电项目的热交换板的供应商。
lz发的那个消息去年8月份就有了。
睿能的CEO是清华的硕士,高管里还有几个海龟,相比ldk,我相信heat的管理层更靠谱
。Heat上市前的董事长是前沈阳市的搞开发的主任,管理层里现任的CFO和审计都有政
府背景,所以在东北,公司有了这层关系也比较靠谱。
Heat的上市辅导是美国的一个equity firm做的,走的和不少小中概一样的路线,就是
先上场外交易市场,再上纳市,整个融资过程也可谓不短,所以该有的经验人一样不少
,现在没发布消息,就是没消息,或者在等配合庄启动。
Heat的国内市场不小,公司运营看起来也很正常,没有负面消息,报表看上去很华丽,
虽然资产负债有些项目有问题,但完全都可以解释。
一大批中资08年进的美国市场,我相信他们如果要坐庄,目标就是heat这种中概,盘小
而且好控制,还没有国内的监管。
所以这次Heat这样搞,到底是不是因为有shake up的消息不知道,但我更相信是因为庄
比较狠。
【在 B**********r 的大作中提到】 : Two reasons: : (1) Chinese small-cap RTO fears : (3) Nuke crisis, as HEAT has some business in this industry : But it's way overdone : (1) $4.00 book value : (2) EPS = $0.7, so P/E is 3.x : (3) YoY growth is 20% or higher
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s****l 发帖数: 10462 | 23 这么说吧,中概里面借壳上市的十个有九个有严重问题不是夸张,例子还少了么
真希望有这样的基金全是这些借壳上市的公司股票,我好空它。 |
m**o 发帖数: 5261 | 24 这么说吧,你一空就涨,你一买就跌,不是夸张
【在 s****l 的大作中提到】 : 这么说吧,中概里面借壳上市的十个有九个有严重问题不是夸张,例子还少了么 : 真希望有这样的基金全是这些借壳上市的公司股票,我好空它。
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