Zhejiang Feida Env. Sci & Tech (600526) Gross Margin Dropped Due to Steel Price Hike, with Possible Rebound in the Future --- Neutral

  • Contributor:TX Investment Consulting
  • Date:Apr 8, 2009
  • Pages:3pages
  • Price:$40.00
  • File Type: Adobe Acrobat Reader®
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Excerpts:

In 2008, the company reported operating revenue of 1.615bn (+16.77% yoy); operating profit of Rmb8.71mn (-52.74% yoy), net profit of Rmb959mn (-20.57% yoy) and diluted EPS of Rmb0.07, slightly lower than our expectation of Rmb0.08.

 

We forecast the company’s 2009-2010E EPS to be Rmb0.13 and Rmb0.15 respectively, representing P/E ratio at 93x and 78x based on current closing price of Rmb11.76; valuation is comparatively high, thus we maintain “Neutral” rating for the counter. Besides, we suggest investors concerning about risks of steel price fluctuation.


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