tag:blogger.com,1999:blog-2818480333870774602.post6244190579989150400..comments2024-03-08T16:27:40.311+08:00Comments on Portfolio Diversification: Brief review on China HongxingMike Dirnthttp://www.blogger.com/profile/04811948691612939470noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2818480333870774602.post-9405940864085291762008-05-29T11:18:00.000+08:002008-05-29T11:18:00.000+08:001) usually i got the data from Vickers or financia...1) usually i got the data from Vickers or financial report straight away. but you know if you really want to compute yourself, its a bit tedious so i have to rely on Vickers. i try not to rely on so many sources of data, as the more sources the more confused you get and thus undermine your research. guess have to have a little bit of faith on Vickers or Reuters data.<BR/><BR/>i will reply the Mike Dirnthttps://www.blogger.com/profile/04811948691612939470noreply@blogger.comtag:blogger.com,1999:blog-2818480333870774602.post-13255998063787578702008-05-29T10:07:00.000+08:002008-05-29T10:07:00.000+08:00Hi mike,Thks for your reply. I believe we learn to...Hi mike,<BR/><BR/>Thks for your reply. I believe we learn together through such discussions. <BR/><BR/>1. Usually i compute all the stuff myself since my definition might not be the same as the one computed by others. Okay, now i know where you got your source.<BR/><BR/>2. In my opinion, nike might not be exactly a competitor brand. This kind of things depend a lot on the average selling price (la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-2818480333870774602.post-40484311595187690522008-05-29T02:27:00.000+08:002008-05-29T02:27:00.000+08:00Hi LP,wah you really got so many questions. makes ...Hi LP,<BR/><BR/>wah you really got so many questions. makes me ponder for awhile. lol i learn as i try to answer them. but im afraid i may not be able to answer all correctly :)<BR/><BR/>1)yes you are right. i have overlooked its listing date. basically i got all the profit for 2002 to 2007 from DBS Vickers and compute the margin in excel.<BR/><BR/>2) i was searching for profit margin of Nike Mike Dirnthttps://www.blogger.com/profile/04811948691612939470noreply@blogger.comtag:blogger.com,1999:blog-2818480333870774602.post-18559183177805282852008-05-29T00:16:00.000+08:002008-05-29T00:16:00.000+08:00Hi mike,I agree that hongxing has its own branding...Hi mike,<BR/><BR/>I agree that hongxing has its own branding powers, that's why it can command a rather high net margins. <BR/><BR/>I've got a few pointers to comment<BR/><BR/>1. Hongxing is listed on nov14, 2005, so the data earlier than 2005 is not really comparable. I usually take the years from listing onwards for analysis.<BR/><BR/>2. Why take pretax margin? any particular reasons?<BR/><BR/>la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.com