Blog: 六月专题：高股息系列#10-LUXCHEM(5143)豪华化学公司？现金存量过亿，连年派高息的成长股！~WSWT~

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2 comment(s). Last comment by ValVe 2017-06-11 20:57

Patrick13

1,971 posts

Posted by Patrick13 > 2017-06-11 19:45 | Report Abuse

Luxchem的产品毕竟不是直接买给end user的，所以profit margin怎样都不会很高。不过管理层在成本控制和现金管理都很有一套，基本面非常良好，长久持有是不成问题的。

ValVe

12 posts

Posted by ValVe > 2017-06-11 20:57 | Report Abuse

Intelligent investors have to ask how a co creates value for shareholders. In the case of luxchem, the recent acquisition was expensive in relative to the target's value. Worse, undervalued (new) Luxchem stocks were issued to finance the overvalued acquisition. Who gained most here?

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