China BAK Battery, Inc. (CBAK)

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China Bak Battery (CBAK)

Global battery demand is projected to hit $74 billion in 2010, according to Cleveland's Freedonia Group. China is expected to be the fastest growing natural market and to pass the United States as the world's largest battery market by 2010. China is also increasingly the global source for batteries. The CEO of batteries-only retailer Batteries Plus recently told AFX News that he expects to source 70% of his company's batteries from China over the next five years. The company to research here is China BAK Battery (CBAK, news, msgs). Revenue is projected at $141 million in 2006 by Roth Capital Partners.

Non male se in un mercato tutto da costruire (in Cina) che dovrebbe sorpassare quello degli USA entro 4 anni, una società già nel 2007 avrà un P/E di 15..... merita attenzione

http://articles.moneycentral.msn.com/Investing/JubaksJournal/8FutureTechStockRockets.aspx

http://moneycentral.msn.com/detail/stock_quote?Symbol=CBAK
 
Io sono entrato a 3,10 ; la società ha perso il 50% da inizio anno.
La discesa pare pilotata ad arte dal management per comprare a prezzi bassi.
I numeri e le prospettive mi sembrano buoni.
Negli ultimi giorni i volumi sono aumentati parecchio; sembra pronta.......

MERITA MOLTA ATTENZIONE !!!!!!!!
 
acqua+ ha scritto:
Io sono entrato a 3,10 ; la società ha perso il 50% da inizio anno.
La discesa pare pilotata ad arte dal management per comprare a prezzi bassi.
I numeri e le prospettive mi sembrano buoni.
Negli ultimi giorni i volumi sono aumentati parecchio; sembra pronta.......

MERITA MOLTA ATTENZIONE !!!!!!!!

Son d' accordo che merita molta attenzione ma adesso non se ne parla prorio di entrare la tengo nella watch list ;)
 
Rbak

mephy ha scritto:
Son d' accordo che merita molta attenzione ma adesso non se ne parla prorio di entrare la tengo nella watch list ;)


I NUMERI SONO BUONI... NON CAPISCO COME HA FATTO A DIMEZZARSI VISTO L'INCREMENTO DI FATTURATO DEGLI ULTIMI DUE ANNI.....

CAPITALIZZA 160 MILIONI DI DOLLARI A FRONTE DI RICAVI PER 158 MILIONI E UN MOL DI 25 MILIONI...


MI PIACEREBBE UN PARERE DI PIERDICCA...

CIAO

GUALT
 
Chiuso a 3,05 con forti volumi.....OCCHIO che se parte non si ferma più !!!!!

:p :p :p
 
acqua+ ha scritto:
Chiuso a 3,05 con forti volumi.....OCCHIO che se parte non si ferma più !!!!!

:p :p :p
ciao.può essere interessante per te leggere qualche commento su cbak su finance.google.com. dai commenti sembra una situazione non troppo rassicurante.......
 
acqua+ ha scritto:
Chiuso a 3,05 con forti volumi.....OCCHIO che se parte non si ferma più !!!!!

:p :p :p

Al insu o al ingiu ? :mmmm:
 
Io sono entrato a 3,08, ho saputo che c'è stato qualche problema con la società americana dei conti, ma ora avrebbero risolto. La società ha perso tanto ma è il più grande produttore di batterie a ioni di litio della Cina, io gli ho dato fiducia per il lungo periodo, speriamo.
 
OK! Chiuso 3,20 + 8,84 Vol. 866.434 OK!

Speriamo lunedì continui a recuperare ..... deve farne di strada....
 
acqua+ ha scritto:
OK! Chiuso 3,20 + 8,84 Vol. 866.434 OK!

Speriamo lunedì continui a recuperare ..... deve farne di strada....

Il titolo mi sembra avere buone prospettive per il futuro visto il prezzo, qualcuno sa come sta andando il mercato delle batterie al litio? Questa società è coinvolta nel ritiro delle batterie dai portatili?
 
CBAK non è stata coinvolta nel ritiro delle batterie dei portatili; recentemente ha dovuto difendersi da una causa per un brevetto intentata da una soc. concorrente ma il tribunale canadese ha sentenziato di non dover procedere.


Allego link analista

http://china.seekingalpha.com/article/31250
 
04.04.2007

On the other day, the power automobile which assembled by more than
150 groups of iron phosphates lithium batteries (P-HEV) sails to the
American White House, President Bush has personally carried on the
inspection to its dynamic system, indicated had to support this kind
of new energy the application and the development.
This kind applies to the power automobile lithium battery goes on the
market the enterprise by the American Nasdaq, the Chinese biggest
battery manufacturer - Shenzhen Peak battery limited company makes the
production (the stock code: CBAK), is on the present international
most advanced new power automobile (P-HFV) the battery, but American
President Bush inspects the mix power automobile (P-HEV) has used this
kind of battery.
It is reported, this kind of new iron phosphate lithium power car
battery, the traditional lead-acid battery and the cobalt sour lithium
battery performance stabler, the security is higher than. Assembles
this kind of battery the power automobile (P-HEV) to be able to go 64
kilometers not to need a drop of gasoline, moreover may carry on the
circulation charge through the alternating current plug.
At present, the CBAK company produces this kind of new battery core
monthly output about 260,000, mainly sells to overseas market and so
on the US, and this battery passed the The United States Department of
Energy to experiment tries the performance test. Peak company's
strategy partner US A123Systems energy company disclosed that, this
battery will be able to apply in on the GE Corporation's mix power
automobile, and recently obtained 15 million Dollar order forms in US.

OK! OK! OK!
 
Secondo me a breve potrebbe scendere di nuovo sotto i 3 (spero di sbagliarmi), ma a lungo periodo dovrebbe cavalcare.
 
Buon balzo in su oggi! Chiuso a 3,29$ con un bel +3,13% OK!
 
entrato su questo titolo ora a 3,14 molto interessante sui minimi di sempre
 
Oggi giornata negativa per il Nasdaq e in particolare per CBak che perde oltre il 5%...
 
ma il volumi sono alti ci sono botte in acquisto da 30000 pz chissa perchè
 
China BAK Battery: Overdone Sell-off Presents Buying Opportunity
Posted on Apr 2nd, 2007 with stocks: CBAK

Ambrish Kohli submits: With funds undertaking “end-of-quarter” window dressing it is a good opportunity to search for equities presenting a solid Contrarian play.

One such company that comes to my attention is China BAK Battery Inc. (CBAK). This past week, CBAK was hammered by unusual selling volume. The selling volume derives pursuant a Form S-1 filed by CBAK on March 20, 2007.

The Form S-1 offers for resale by selling stockholders identified in the prospectus a total of 4,581,205 shares of CBAK’s common stock. Common Stock Outstanding immediately after the offering for CBAk will be at 48,889,646 shares.

No news has hit the wires about CBAK since it announced its results in mid-February 2007, so it is only logical to assume that the selling is driven by the S-1 filing as well as by “end-of-quarter” window dressing.

A unique opportunity is therefore present to get into a stock with a compelling business model that operates in China, has shown solid year-over-year revenue growth and is quoting at an appetizing low PE of 8.3.

But before one makes a decision to invest it is prudent to first review CBAK’s financials and determine they are in order.

Profile

CBAK is among the largest manufacturers of rechargeable lithium-based battery cells in China by production output. The battery cells that are principal components of rechargeable batteries for cellular phones, notebook computers, cordless power tools and portable consumer electronics, such as digital media cameras, portable media players, portable gaming devices and personal digital assistants, or PDAs.

Financials

I have included the financials of Advanced Battery Technologies, Inc. (ABAT.OB), which is a peer of CBAK. ABAT designs, manufactures, and markets rechargeable polymer lithium ion batteries [PLI's] that are used in consumer products such as laptops, PDA's, and cell phones.

Valuation Ratios



Growth Ratios



Profitability



CBAK
Revenues for FY 2006: US$ 143.8 Million
Net Income after taxes FY 2006: US$ 20.16 Million
Diluted EPS FY 2006: $0.41
Auditors: KPMG

There is a strong build up of Call open interest at $ 7.5 (1,019 contracts as open interest) and $5 (1,411 contracts as open interest) for the front month of June. The puts are concentrated at $5 for the front month of June (795 contracts as open interest). This development is also worth noting.

Current Call OI: 2,706
Current Put OI: 1,194
Current Put/Call OI Ratio: 0.44

There are 3.14 million shares short and represent 6.42% of the total shares outstanding. Based on the average trading volume of 286,551, that implies 11 days to cover.


Conclusions

Fundamentally, the long-term growth story remains unchanged for CBAK. The demand for lithium-based batteries is growing rapidly and will continue to do so over the next few years. Any company servicing this market as an OEM provider, leveraging China’s cheap cost base for low cost skilled labor, must experience both revenue and margin expansion.

In light of the above data, the sell off in CBAK is a direct result of the S-1 filing and presents an opportunity to obtain a position in a solid China based growth stock. We expect CBAK to appreciate by over 50% to 75% in the coming 3 months.

Disclosure: The author does not have a position in CBAK at present. This may, however, change in the near future

LEGGETELO é MOLTO INTERESSANTE GRAZIE A TUTTI
 
WATCH for possible breakout above 3.24, no resistance in area just above.
Type: Continuation breakout from single resistance.
Target: 3.83, 21.2% Stop: 2.96, Loss: 6.3%, Profit/Loss ratio: 3.4 : 1 - Excellent
Breakout stock patterns
OCCHIO CHE SE PARTE NN SI PRENDE PIU OGGI CI DIRA QUALCOSA
 
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