Re: รบกวนสอบถามงบ KAMART ครับ ถ้าเอาสินค้าที่ 'ฝากขาย' มาคิดเป็นผลกำไรเลยนี่เหมือน roynet เลยนะครับ โดย munarak เสาร์ ต.ค. 20, 2012 4:43 pm

Re: การจัดตั้งสมาคมนักลงทุนเน้นคุณค่า (ประเทศไทย) และการรับส Test โดย munarak ศุกร์ ส.ค. 10, 2012 8:24 pm

รวบรายชื่อหุ้นที่ได้รับผลดีจากการแข็งค่าของเงินบาท ihl  :lol:  :lol:  :lol: โดย munarak จันทร์ ต.ค. 18, 2010 8:39 am

CHBT มีคนกล่าวถึง Thai Charlie Munger.ในการประชุมด้วยครับ " think my favorite by far was the Thai Charlie Munger. This kid was maybe 3-4 years older than me, and is up about 100 times since he started investing 7 years ago. He holds 2-3 stocks at a time, normally micro-cap Thai stocks with low PEs and high growth rates. He had only recently discovered Chinese small-caps listed in America, and had been following CHBT for about a month. It remains my firm belief that more value investors around the world will eventually find these stocks. " จาก http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54629862 โดย munarak พุธ ก.ย. 22, 2010 6:14 pm

CHBT ที่มาครับ http://seekingalpha.com/article/217093-china-biotics-an-exciting-transformation-has-arrived?source=yahoo โดย munarak อาทิตย์ ส.ค. 01, 2010 4:07 pm

CHBT China-Biotics (CHBT) gets it. It is all about becoming the dominant supplier of bulk probiotics to the Chinese functional food industry. After that, it can take on the world. Over two years ago, the China-Biotics strategy was to increase the number of its retail stores from 60 in April 2008 to 300 stores by April 2009. As of March 31, 2010, the Company had 111 retail stores to sell its Shining branded probiotics supplements, which is an increase of 1 store from its 110 retail stores as of September 30, 2008. Sales from its 111 retail stores only accounted for 14% of last year's sales. What happened to the additional 189 stores? The Bulk Probiotics Opportunity is Much Bigger. Last year, China-Biotics embarked on a strategy to raise money in a secondary offering of their common stock. They ended up raising $75 million in a secondary at a price of $15 per share in September 2009. The main reason for the secondary was to acquire a North American probiotics company with a good brand and to sell their products in China since most American brands perform well in China. What happened to the acquisition? The Bulk Probiotics Opportunity is Much Bigger. (note: $20 million of the cash raised is now being used to do a stock buyback starting on or after August 9, 2010 and the rest could be used to build another bulk plant) China-Biotics management has realized that their future is not in retail or in acquisitions, but rather in selling probiotics in bulk. According to Euromonitor:        Asia Pacific is by far the most important region for probiotics. Euromonitor International ingredients data shows that the region accounts for 46% of total global probiotic culture volume sales in 2008 (38,464 tons).        While South Korea and Japan are close to probiotic yogurt saturation, China poses a huge growth potential. In 2008, probiotic drinking yogurt value sales rose by 26%, driven by the strong performance of several players such as Hunan Taizinai Group, Hangzhou Wahaha Group and Yakult Honsha.        Euromonitor International predicts that over the 2008-2013 forecast period, value sales in China will rise by another 90% to reach RMB15.3 billion ($2.1 billion) in 2013.        The scene is set for probiotic biscuits to become the next generation of fortified/functional biscuits for emerging markets and developing countries such as China... Why does China-Biotics view its bulk probiotics business as more attractive than its retail business? China-Biotics currently has 39 bulk customers as of June 30, 2010, up from 28 bulk customers as of March 31, 2010. These 39 bulk customers are selling their finished probiotics products (yogurt, ice cream, supplements, etc.) to the fastest growing middle class in the world -- China. Instead of China-Biotics producing probiotic supplements for 1 retailer (itself), it is now producing probiotics for 40 retailers (itself and the 39 bulk customers). As China-Biotics becomes a part of the production work flow of dozens of their bulk customers, the re-orders will keep coming. China-Biotics bulk sales will increase dramatically as the following scenario unfolds:   1.      The Company signs up more bulk customers.   2.      The average order size increases. For example, a major dairy company will have lots of production plants and they might use China-Biotics probiotics for one or two plants and use Chr Hansen or Danisco (European competitors) for the rest of their plants. As the dairy company gets more comfortable with taste, texture, and quality of China-Biotics probiotics, they will use China-Biotics in more of their plants and decrease the use of the more expensive European competition.   3.      The Company increases in bulk capacity at its new plant. For the past several years, all of China-Biotics production was from their 12 metric ton plant in Pudong. In February 2010, the Company launched Phase 1 of its new plant in Qingpu, which is capable of producing 150 metric tons. Phase 2 of the new plant in Qingpu is capable of producing another 150 metric tons and is scheduled to be completed by March 31, 2011.   4.      The Company builds more bulk probiotic plants. The probiotic business in China is estimated to be 10,000 metric tons. When China-Biotics sells all of their production at the new plant in Qingpu, their market share will be 3.0%. Given that the first plant for Phases 1 & 2 cost $45.5 million and is capable of producing $220 million in revenue at a 70% gross margin, it is only logical to build more plants given the size of the market. Their future plants can also be located in other Chinese provinces where the land and labor costs are cheaper versus their new plant, which is located in Shanghai. Here are the bulk sales from the old plant in Pudong: Certain probiotic strains can be manufactured in one shift, while other strains can take 21 days. In addition, each bulk customer will have different concentration requirements (e.g., animal feed is more diluted than dairy products). Some bulk customers require strains that are very common in the marketplace, while others require more complex strains. Therefore, the selling price per KG has a very large range, but the Company has guided investors to an average price of $733/kg. If you assume it takes three years to achieve a 300 metric ton run rate at the new plant, this is what the quarterly bulk sales could look like at the new plant in Qingpu: click to enlarge The prior quarterly bulk sales history has an average annualized sales per customer of approximately $1 million. To date, the Company has sold in small quantities to its existing bulk customers given the Company's capacity restraints at its old plant. In addition, bulk customers are new and are busy integrating China-Biotics products into their production lines for the first time. As these customers become more comfortable with the Company's products, order sizes will increase for China-Biotics. If you assume that the Company gets 6 new bulk customers per quarter, the average customer order would only have to double to approximately $2 million per year in order to achieve the bulk sales projections outlined above. Achieving $2 million in bulk sales per customer should be easy for China-Biotics to achieve, as customers increase their usage of China-Biotics over their more expensive European competition. Given the low costs to operate in China, it costs European manufacturers such as Chr. Hansen and Danisco six times more to produce their probiotics and export them to China. China-Biotics prices their products at a 30% discount to the competition and has a 70% gross margin, which leaves plenty of pricing flexibility. New investors have the ability to purchase China-Biotics at a deep discount to its long-term value before China-Biotics bulk sales really take off. To learn more about this opportunity, read my article China-Biotics has the Goods to be a 5-Bagger. โดย munarak อาทิตย์ ส.ค. 01, 2010 4:03 pm

แจก EPS16YEAR (งบดุล ย้อน 19 ปี,ราคา,Ratio,แบบเครดิตภาษี) ขอไฟล์จากพี่ครรชิตทั้ง2ไฟล์เลยนะครับ ทั้ง2003/2007 [email protected] ขอบคุณมากครับ โดย munarak พุธ พ.ค. 05, 2010 11:55 am

รบกวนแจ้งขนาดเสื้อสำหรับงานสัมมนาใหญ่ Thaivi#2 ที่กระทู้นี้ 221 munarak1 ชาย size M 222 munarak2 ชาย size XL ^^ โดย munarak จันทร์ เม.ย. 26, 2010 11:27 am

โอนเงินให้แล้วนะครับ โอนเงินให้แล้วครับ จองทั้งหมด2ที่ ยอดรวม3600.36 เวลา 11.39 วันที่29/03/2010 เลือกกลุ่มอุตสาหกรรม ค้าปลีก x1    /    อสังหาริมทรัพย์ x1 โดย munarak จันทร์ มี.ค. 29, 2010 11:47 am

แจก EPS16YEAR (งบดุล ย้อน 19 ปี,ราคา,Ratio,แบบเครดิตภาษี) ขอบคุณมากครับ [email protected] โดย munarak อาทิตย์ มี.ค. 28, 2010 10:10 am