Posted by Ezra_Investor > 2016-06-16 13:30 | Report Abuse

Well written, kakashit.

Posted by Ahbeng Beng > 2016-06-16 13:55 | Report Abuse

为什么特地去翻译，不懂的人就不要去管他，叫他们学英语。

Posted by wan7075 > 2016-06-16 15:50 | Report Abuse

问一下意见，那么现在是hevea比较好还是mieco呢？谢谢

Posted by kakashit > 2016-06-16 17:24 | Report Abuse

如果你网搜冷眼，就会发现他的文章在中港台地区都很受欢迎。

在这个全球化的时代，我的文章是写给全世界懂中文的人看的。

Posted by kakashit > 2016-06-16 17:25 | Report Abuse

如果你看好美金，不就买Hevea咯。

如过不要涉及汇率的风险，就买Mieco。

Posted by Ant > 2016-06-16 21:02 | Report Abuse

谢谢您的翻译

Posted by oregami > 2016-06-17 02:38 | Report Abuse

This article will be more comprehensive if the author include quality of products & marketing directions. In those cases, I believe Hevea has the upper hand.

Posted by oregami > 2016-06-17 02:41 | Report Abuse

Hevea PE 7? R u using TTM eps?

Posted by Ezra_Investor > 2016-06-17 03:37 | Report Abuse

@oregami - "last 12m" = TTM my friend.

Posted by Ezra_Investor > 2016-06-17 03:42 | Report Abuse

@kakashit - Just a reminder don't forget take out Mieco's one off disposal gain in chart when doing comparison yeah.
I think Mieco will excel as much as Hevea, given time.
Why? Just look at the FCF of both of them.
Plus should Mieco pares down the debt using the disposal gain, it will further cut down the interest expenses significantly.

Posted by oregami > 2016-06-17 09:32 | Report Abuse

Hevea TTM eps is 31.25 pls look into PE ratio again.

Posted by oregami > 2016-06-17 09:38 | Report Abuse

Hevea is net cash whereas it's peers aren't. ROE comparison is unfair. Higher debt means lower equity. When the denominator is a smaller no. ROE will b higher. ROIC is a better metric in this case.

Posted by kakashit > 2016-06-17 11:11 | Report Abuse

The peers analysis chart is just for reference, u always hv to look into each counter individually.

Posted by Skylight Chong > 2017-08-21 14:53 | Report Abuse

@kakashit
What is your view regarding mieco latest result, after new management?