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Huaren
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注册时间2005-11-22

happyday5

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<font color="#3300FF"><font size="2">替代能源超级潜力股--内容在第二页13楼</

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2006-05-31 09:17:00

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.

Huaren
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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
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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.       
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