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Huaren
等级等待验证会员
威望--
贴子21
魅力200
注册时间2005-11-22

happyday5

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2006-06-01 21:40:00

以下是引用xyin在2006-6-1 19:47:00的发言:
以下是引用happyday5在2006-5-31 9:17:00的发言:

I am an apprentice in the stock market and just start to do it.I am thinking about to buy ABB. My job is related to power industry, so I sort of know a little bit about the electrical equipment industry. Based on my understanding, this industry has been low for more than 15 years because the deregulation of the power market and many owners just focused on the financial profit and invest a little in the infrastructure.So lots of company were forced to get out of the market.Now it is the time for those old equipments to retire and the equipements market became alive again. So I personally believe that ABB, which survived after many years of depress, are in the best time in the market with less competitors and more demand. But there is one thing I really don't like ABB.I will talk about it later. XYIN and hhmouse, what do you think about ABB stock? I have no clue about those statistics index.

抱歉, 才看到这个帖子。 我对ABB没有研究,不好乱说.几个问题你看能不能回答一下

1。bond conversion 怎么回事? 会不会dilute?

2. PE kind high. what's your view of reasonable PE. why?

3. low institution and insider holding.

我对这个行业完全不了解。它今年的走势还是不错的

xyin mm, where you find the information on bond conversion? Can you explain what this is about? or give me a link so that I can learn about what PE, insider holding and bond conversion really mean or indicate?

This industry is turning around. Now it is just the begining of getting stronger. I believe there are at least 2 years to go. Plus ABB has  good  engineering expertise which no other company can excel. The only thing I don't like the company is the marketing. Maybe it is from Swiss and the style is different.

Huaren
等级大校
威望30
贴子23345
魅力29154
注册时间2005-03-15

xyin

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2006-06-01 23:04:00

PE, insider holding etc

http://finance.yahoo.com/q/ks?s=ABB

bond conversion?

http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20060509:MTFH90608_2006-05-09_09-36-07_L09403867&type=comktNews&rpc=44

when you say the marketing u don't like, can u explain a little in detail? I have not got time to study this one yet. would like to know as much you know i can get a quick start

Huaren
等级大校
威望30
贴子23345
魅力29154
注册时间2005-03-15

xyin

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2006-06-01 23:05:00

also can u explain why you think there are 2 more years? if this is a cyclinal, then long before the peak, price or margin or drop.

Huaren
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贴子21
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注册时间2005-11-22

happyday5

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2006-06-02 08:48:00

Ok, here is what I understood so far. Most of USA utility infrastructure was done around 1950s. Now it is the time to replace them. So the business has already been around the corner of the peak. ABB has very strong market share in USA and now is the leading role. Its main products include bushing, transformer and switchgear.However the China manufacturers are planning to play the market too. This is inevitable. But the Chinese manufacturer just let their agents do the marketing. This industry is very conservative. The business model is stronly along the side of products' engineering consutling service and quality. China has long way to go in terms of language and understanding the techinical requirement. So ABB definetly has two years of strong business increasement . After two years, anything could happen.       
Huaren
等级大校
威望30
贴子23345
魅力29154
注册时间2005-03-15

xyin

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2006-06-03 17:46:00

Hey Happyday5:

i am busy with my tax return right now. so no time to dediate for more research on this. All i can tell now is, this company seems to be promising. from TA, is not bad either. so if you are a professional in this field, i think you can trust your guts on this. after all, you know way more than i do.

I may not come to the board for a few weeks. so good luck.

 

Huaren
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魅力48279
注册时间2005-11-18

hhmouse

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2006-06-05 13:55:00

以下是引用xyin在2006-6-1 19:39:00的发言:
以下是引用hhmouse在2006-5-30 14:36:00的发言:
以下是引用xyin在2006-5-18 0:15:00的发言:
以下是引用yan9993在2006-5-17 21:13:00的发言:
 现在才跌了个小头

我有同感, 只要market 有反弹, 我就准备open 少量的short position..

我还是看好黄金的, 只是没有前几天那么sure 了。。。。。

从两周前的讨论到现在INDEX已经又下跌了很多. 现在对股市信心继续降低.......

今天又下降, 应该是BUSH把TREASURY SECRETARY换了引起的.

 

 

换了这个TREASURY SECRETARY可能会对美元的政策产生影响。

我对长期的黄金走势还是看好的, 短期不好讲了

恩, 有道理. YXIN MM有问必答呀, 谢谢啦.
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