Kangde Xin Presentation PDF
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Transcript of Kangde Xin Presentation PDF
![Page 1: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/1.jpg)
Professor Joel Litman
v.2014 04 12
FIDO
Kangde Xin Composite Material Co, LTD (SZSE:002450)
RECOMMENDED: LONG, ¥ 15.32 - 40.75
September 24, 2016Stock Price as of September 20, 2016 = 18.56¥Group 4
Michael Picardi Tim PierardMichael Small Jennifer Prince
![Page 2: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/2.jpg)
Third Dimension
![Page 3: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/3.jpg)
Long-term Growth & Volatility
![Page 4: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/4.jpg)
Down to Earth?
![Page 5: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/5.jpg)
Returns + Asset Growth → Value
![Page 6: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/6.jpg)
Returns + Asset Growth → Value
![Page 7: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/7.jpg)
Returns + Asset Growth → Value
![Page 8: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/8.jpg)
Returns + Asset Growth → Value
![Page 9: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/9.jpg)
ROA Protection and Growth
![Page 10: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/10.jpg)
Target Price & Range: ¥ 15.32 - 40.75
![Page 11: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/11.jpg)
How to Gain Informational Advantage
- Telengana Factory Deliveries
- Recruiting Firms - Ask technology stores
& phone carriers when glasses-free expected
![Page 12: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/12.jpg)
Timeframe
- When to invest? Today
- Glasses free 3D too expensive and no advantage- Expect catalyst to
hit in 1-3 years
![Page 13: Kangde Xin Presentation PDF](https://reader031.fdocuments.es/reader031/viewer/2022021918/58ab05e31a28abd35e8b670d/html5/thumbnails/13.jpg)
Where is the Opportunity?