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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (31040)5/23/2008 11:56:58 AM
From: Jurgis Bekepuris  Read Replies (1) of 78763
 
LTUS - The quarterly report was not that good, so the stock tanked. It has the lowest margins out of three Chinese pharma producers and distributors I own (AOB, CHME, LTUS). Income before unrealized currency translation gain is not impressive. As all Chinese pharma distributors, they have tremendous accounts receivable + inventory that compose pretty much all their equity. There was a reduction of some revenue from the third parties which can be viewed negatively (since its a reduction) or positively (since it's non core revenue and part of it was leasing parts of company property, which is now possibly used for core operations). Also cash flow was negative. On the other hand, this was Q1, which is seasonally weak for Chinese companies. I think LTUS has much brighter business prospects than most of the other stocks you mentioned. But there are risks definitely.
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