Konstantin Bersenev

Syntax-Brillian Management's Wakeup Call

Great article, Mr Smith. Good summary of pros and contras. All in all, BRLC is a great investment at a liquidation cost. Profitable, growing company at this price? Unbelievable. Get the receivables from SCHOT, clarify the China royalty model, give a guidance for Q4, and BRLC is at $5.0 - a 75% return from Friday close. I take it.

Qiao Xing Universal Telephone: The Most Undervalued Chinese ADR

3 weeks ago an investor bought 1.3 mln XING shares at $11.80 directly for $15 mln. Guess he was throwing his millions blindly or he checked how the business is doing, checked the books and made a big investment anticipating a much higher share price in the coming months:
www.reuters.com/articl...

Qiao Xing Universal Telephone: The Most Undervalued Chinese ADR

$0.93 EPS excluding extraordinary gains for 6 months - not bad for a stock that closed at $8.42 yesterday. Taking into account that second half is always stronger than the first half for consumer electronics sales, $2+ EPS for this year excluding extraordinary gains is very reasonable to expect. So, the P/E is around 4 for a growing, profitable company in one of the hottest segments of one of the hottest economies. Truly, the most undervalued growth stock among the Chinese ADRs.