J.D

Origin Agritech: Planting the Seeds for Success

Revenue growth isn't particularly impressive considering inflation. Plus, no transparency and no one knows what the government is going to do these days - price controls are on in ag products in China for example.

If there revenues are based on licensed and proprietary products they will eventually lose big given the absence of IP protection in China. That's assuming, of course, that they actually hold the rights in the first place. Not necessarily an obvious assumption.

Here's the short case:
www.fool.com/investing...