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Agrarinvestor
17-12-2013, 04:11 AM
Hi ,

today my favorite Stock, CGA PE of 2, far beneath net book value, has an announcement of being added in these Index:
NASDAQ Golden Dragon China Index
http://finance.yahoo.com/news/quarterly-changes-nasdaq-golden-dragon-130500272.html

but now look what had happens to the candidates 2 quarters ago:

http://online.wsj.com/article/PR-CO-20130311-904386.html#


We CGA Investors have seen a lot of good news over the last months. CGA has was rewarded as :

China Green Agriculture Listed as Asia's 200 Best Under A Billion by Forbes Asia
China Green Agriculture Inc. Announced that its Subsidiary Received Grade A Rating from Subsidiary's Tax Agency

Agrarinvestor
17-12-2013, 08:54 AM
All candidates that were added 2 Quarter ago to the index have done well. Bita has tripled to a pike of 35 and
Jaso has doubled also HGSH. If we conside that CGA has a P/E of 2, ...
Please help me to understand CGA.










Added to Golden Dragon Index on Mar 18th.





Code
13.3.13
19.3.2013
16.12.13
Peak
P/E (KGV)
52 weeks



BITA
8,97
29434
28.22
35,04
35
6,14-35,04



CBPO
25,47
28,93
29,83
31,15
16
13,07-31,15



HGSH
5,56
6,97
5,95
12,94
18
2,78-12,94



JASO
4,55
4,38
8,45
12,80
negative
3,37-12,80



LDK
1,39
1,27
1,36
2,32
negative
0,93-2,32



MY
1,36
1,42
2,05
3,52
negative
1,13-3,52














Removed from Index on Mar 18th.






ACH
10,15
9,93
8,62
13,29
negative
7,25-13,29



CO
2,73
2,87
3,98
4,6
17
2,54-4,6



KNDI
3,89
3,74
8,02
9,20
negative
3,37-9,20



elong
15,55
14,70
18,20
23,81
negative
12,69-23,81



SCR
9,03
8,95
9,56
9,56
7,7
7,25-9,77




Removed because of Merger on Mar 18th.





ADY




negative
7,4$



FMCN




10
5,5$


































Added to Golden Dragon Index on Dec 23th.






16.12 open
23.12







CGA
3,52



2,3




BONA
5.62



negative




CNIT
6,49



negative




CREG
3,92



17




CXDC
4,88



3,26




DL
20



48,7




JST
6.5



6,6




KGJI
1,67



3,79




elong
18



negative

Agrarinvestor
23-12-2013, 09:14 PM
Hi ,
i made some research for the 9 new candidates that will be added to the Index on december 23.th
My favorites are CGA, CXDC and JST.






Added to Golden Dragon Index on Mar 18th.







Code
13.3.13
19.3.2013
16.12.13
Peak
P/E (KGV)
52 weeks





BITA
8,97
29434
28.22
35,04
35
6,14-35,04





CBPO
25,47
28,93
29,83
31,15
16
13,07-31,15





HGSH
5,56
6,97
5,95
12,94
18
2,78-12,94





JASO
4,55
4,38
8,45
12,80
negative
3,37-12,80





LDK
1,39
1,27
1,36
2,32
negative
0,93-2,32





MY
1,36
1,42
2,05
3,52
negative
1,13-3,52






Added to Golden Dragon Index on Jul 24.th








14.6
24.6
17.12

P/E (KGV)






BKMU
5,71
5,81
6.83
7,14
31
4,05-7,14





BPOP
29,10
28,78
28
34
5,6
27,73-28.34





CBF
17.94
18,61
22,47
23,73
38
22,11-22.53





CHFN
10
9.95
10,83
11,82
36
8-11,82





FDEF
23,59
22,17
25,52
28,46
11,55
17,24-28,46





FLIC
23,59
22,17
25,52
28,46
11,55
17-28,46





HTBI
16,53
15,88
16
17
28,5
12,9-17





LBAI
10
9,9
11,95
12,68
16
9,02-12,68





NFBK
11,73
11,72
12,81
13,15
40
10,67-13,15





OCFC
14,57
14,45
17,72
18,88
16
12,57-18,88










































Added to Golden Dragon Index on Dec 23th.




















CGA
BONA
CNIT
CREG
CXDC
DL
JST
KGJI
elong


P/E (TTM)
2,33
negative
negative
28,42
4,33
82
9,21
3,96
na


Price to Bookvalue (MRQ)
0,38
1,78
2,04
1,49
0,82
12,38
0,59
0,57
2,08


Price to tabgible Bookvalue (MRQ)
0,45
21
5,05
1,8
0,64
14,92
0,69
0,57
2,19


EPS(MRQ) vs Qtr 1 Yr ago
23,61
252
na
153
-11,03
97
84,3
10,54
-575


EPS -5Yr. Growth Rate
24,95
na
na
-6,26
-36
6
-3,65
na
na














Margen











Gross Margin (TTM)
36,6
35,8
20,75
26,2
20,37
53
33
4,4
68


Operating Margin (TTM)
25,54
-1,85
-124
65 ?
15,19
16
6,74
3,85
-14


Net Profit Margin (TTM)
20,64
-2,02
-130
24,2
11,03
13,4
6,44
2,59
-10,62

Agrarinvestor
08-01-2014, 06:53 AM
I beated the Index at factor 5, so far, within 3 Weeks. And the Golden Dragon Index has a good performance! 2013 up 55%.

If you have concentrated on the 4 cheapest stocks (P/E) basis) you had won in average 11% in within 3 weeks !
:t_up: There is still room for improvement if you can agree that a stock below P/E of 5 is cheap.:t_up:






Added to Golden Dragon Index on Dec 23th.





16.12.2013
6.1.2014
Increase %

Price to Book (mrq)


CGA
3,52
3,82
8,5

2,3


BONA
5.62
6,33
12

negative


CNIT
6,49
6,96
7,2

negative


CREG
3,92
3,36
-14

17


CXDC
4,88
5,00
2,4

3,26


DL
20
17,11
-14

48,7


JST
6.5
8,34
28

6,6


KGJI
1,67
1,78
6,5

3,79


elong
18
19,65
9

negative


HXC Index Nasdaq Golden Dragon
6894
7011
117
1,016

Hoop
08-01-2014, 07:30 AM
Hi Agrainvestor.
I've noticed that no-one has replied to your thread yet.
It may seem like you are talking to yourself but rest assured I guarantee you have at one least reader out of the 930 views that finds your thread very worthwhile and interesting :)..
Thanks for the postings to date
Hoop

Agrarinvestor
09-01-2014, 08:14 AM
Thank you so much.;) I am used to talking to myself. Do you have an idea how i can attract agrar specialist that have knowledge about the fertilizer market ? I beleave CGA is a livetime opportunity.
As i am still learning all these dependencies in fertilizers and agriculture, there is a problem with my english skill. Writing and reading is ok, but speaking. It is very difficult for me, as a non native to understand
a chinese CFO who is talking english.
CGA:
http://www.sharetrader.co.nz/showthread.php?9282-CGA-the-most-undervalued-stock-on-earth

Valuegrowth
12-02-2014, 09:46 PM
Hello Agrarinvestor (http://www.sharetrader.co.nz/member.php?11481-Agrarinvestor) it looks like you are following Agri sector. Can we expect fertilizer business to improve? At the moment if I am correct Fertilizer companies are facing an uncertain environment due to lower prices for potash and other ingredients. We can reasonably expect fertilizer business to improve in the long run. Am I right?

Agrarinvestor
13-02-2014, 08:07 PM
Hello Agrarinvestor (http://www.sharetrader.co.nz/member.php?11481-Agrarinvestor) it looks like you are following Agri sector. Can we expect fertilizer business to improve? At the moment if I am correct Fertilizer companies are facing an uncertain environment due to lower prices for potash and other ingredients. We can reasonably expect fertilizer business to improve in the long run. Am I right?
Hi Marketwinner,
experts are thinking that the potash market will recover at the end of 2014. Market Realist is always a good source for invormation:
http://marketrealist.com/2013/11/mosaic-sees-fertilizer-industry-recovery-end-2014/

I am looking at least once a week at sunsirs, for checking the development of prices for fertilizer and products like Gas and Coal what you need during the process of manufacturing. On the right side you find other chemicals and fertilizers:
http://www.sunsirs.com/uk/prodetail-759.html

In my opinion is China the region that will produce future fertilizer giants. China is the largest market. Theire fertilizer players are undervalued and were targets of short selling. But they are difficult to predict.
My favorite play is CGA, they have just started an expensive marketing and growth strategie and sacfrificed a lot of cash for that. CFO has sold 420k shares. I have no idea, why. Maybe he is on the leave, or building a villa, i don't know. As i said, it is all difficult to predict. But i have learned, if something is difficult it can be a huge reward if you solved the mystery.

http://www.cgagri.com/IR/cgagri/CHINAGREENAGRICULTUREINC.pdf (http://www.cgagri.com/IR/cgagri/CHINAGREENAGRICULTUREINC.pdf)

Valuegrowth
13-02-2014, 10:12 PM
Hi Marketwinner,
experts are thinking that the potash market will recover at the end of 2014. Market Realist is always a good source for invormation:
http://marketrealist.com/2013/11/mosaic-sees-fertilizer-industry-recovery-end-2014/

I am looking at least once a week at sunsirs, for checking the development of prices for fertilizer and products like Gas and Coal what you need during the process of manufacturing. On the right side you find other chemicals and fertilizers:
http://www.sunsirs.com/uk/prodetail-759.html

In my opinion is China the region that will produce future fertilizer giants. China is the largest market. Theire fertilizer players are undervalued and were targets of short selling. But they are difficult to predict.
My favorite play is CGA, they have just started an expensive marketing and growth strategie and sacfrificed a lot of cash for that. CFO has sold 420k shares. I have no idea, why. Maybe he is on the leave, or building a villa, i don't know. As i said, it is all difficult to predict. But i have learned, if something is difficult it can be a huge reward if you solved the mystery.

http://www.cgagri.com/IR/cgagri/CHINAGREENAGRICULTUREINC.pdf (http://www.cgagri.com/IR/cgagri/CHINAGREENAGRICULTUREINC.pdf)

Thank you for the links. Market, sector, stock, commodity or currencies never stay in the same place. Fertilizer too could act according to their industry cycle.

Agrarinvestor
14-02-2014, 01:00 AM
Thank you for the links. Market, sector, stock, commodity or currencies never stay in the same place. Fertilizer too could act according to their industry cycle.
Market, sector, stock, commodity or currencies never stay in the same place

That is exactly my recommendation. I have all my money in Germany, live insurrance policies, company pension, pension from the government, my house, most of my savings is in Euro. And the Euro is as sick as the US Dollar.

Agrarinvestor
14-02-2014, 01:00 AM
Thank you for the links. Market, sector, stock, commodity or currencies never stay in the same place. Fertilizer too could act according to their industry cycle.
Market, sector, stock, commodity or currencies never stay in the same place

That is exactly my recommendation. I have all my money in Germany, live insurrance policies, company pension, pension from the government, my house, most of my savings is in Euro. And the Euro is as sick as the US Dollar.