【Contel Corp OJ4 交流专区】康特尔 CONTEL CORPORATION LIMITED

臥龍先生

一位朋友介紹, 因為它最近的成交量大增. 從而開始看看這間公司. 覺得它蠻不錯的. 是其中一間高ROE, 低P/E 的公司.  對 HD-DVD 市場前景有信心的朋友不妨看看這間公司.

TheContel Group established in 2002 specializing in the research anddevelopment, manufacture and sale of digital media products withODM(Original Design Manufacturing) capabilities.
         

TheContel Group strategically collaborates with leading clientsinternationally consolidating talents and resources resulting rapidgrowth of business. The plant is located in DongGuan in 130,000 squaremeters area with close to 2,000 employees.
         


TheContel Group has installations of international standard product linesand automatic surface mount equipment providing a reliable, highquality, large scalable production capacity. With the installation ofthis leading class equipment platform, production capacity is exceeding5 million units per annum.           


TheContel Group strategy is to focus its effort in developing productswith the latest technology and innovative ideas. It has an experiencedteam, technology resource and has strategic alliance with internationalresearch and development institutions. In meeting the market andcustomers' complex requirements, Contel has successfully developedseveral series of highly competitive and advanced products, such asPortable DVD Player, Divx/Mpeg4 DVD, DVB-T STB, DVD Recorder, HDD DVDRecorder, HD Net DVD Player, DMB, 19''LCD TV Slot-in DVD player,27''LCD TV and 32''LCD TV, Portable DVD with DVB-T for the latestdigital video broadcasting programs. Contel currently enjoys 15 patentsgranted by the State Intellectual Property Office of the People'sRepublic of China. In the 2006 Consumer Electronics Exhibition, Contelhas been awarded with the''2006 China Consumer Electronics DesignAward''for the 1080P HIGH DEFINITION NET MEDIA PLAYER.         


TheContel Group was awarded with ISO9001/14000 certification and installedits ERP management system. The Contel products also qualified by CE,UL, CUL, FCC, FDA and TUV/GS etc. international certifications. Contelexports products to more than 40 countries and districts, such asEurope, North America, South America, and Japan etc. and hasestablished good reputations internationally.         


Movingforward, the Contel Group will focus on digital media consumerelectronics products as its core business. The goal is to become aleading international enterprise supplying the most competitive andadvanced digital consumer electronic products for customers from aroundthe world.

[ 本帖最后由 臥龍先生 于 13-4-2007 10:24 PM 编辑 ]

臥龍先生

以今天早上剛學會的 TECHNICAL ANALYSIS 的一點點知識, 如果 CONTEL 的 RSI 跌低過 70%　（現在是　７１%), STOCHASTIC 跌低過 60%　（現在是　７３％）　, 就可能一路向南了.  會 TA 的朋友能夠指點一下嗎?　１１／４　那天的算是所謂的　ＳＨＯＯＴＩＮＧ STAR 嗎? 如果是可能就危險了.

shanghai_noodle

原帖由 臥龍先生 于 14-4-2007 02:47 PM 发表


以今天早上剛學會的 TECHNICAL ANALYSIS 的一點點知識, 如果 CONTEL 的 RSI 跌低過 70%　（現在是　７１%), STOCHASTIC 跌低 ...

卧龙，咱们等星期一看看。
因为convertable notes的关系在价钱, 购入者在卖出以获得那30%的利润。
但是，上个星期五买家不断进场。

这是一家PE近4而Net Profit growing的公司，去年利润是US dollar 10M. 甭担心。
若0.23一break, 就是一个cap and handle的uptrend.

臥龍先生

覺得這間公司是蠻值得投資的, 一方面是它的P/E很低 (< 4), ROE 很高(> 20%). 因為它巳經在生産和 HD-DVD 有關的産品,  等到 HD-DVD 普及化時它的前途無可限量啊.

今年它又進軍了 GPS DEVICE 的市場了. 明年應該能看到它的盈利上升吧.

現在它在亞洲的市場似乎還很小, 應該還可以有一番作為的.

臥龍先生

臥龍先生

康特尔主要从事数字媒体产品的生产和销售，具有作为原始开发商及原始设备制造商的能力。

其数字媒体产品的种类丰富，包括网络 DVD 播放机、可录写DVD 播放机， 高清晰度DVD 播放机， 数码DVD家庭影院，个人多媒体播放器，Ibox ，移动剧院等。产品主要销售给美国，欧洲及日本的消费者，及大型的零售商，如沃尔玛，家乐福和CircuitCity 。

康特尔在中国深圳的产品研发队伍负责将应用科技概念化，商业化为新的数码多媒体消费电子产品。目前公司拥有 7 项专利。 康特尔也和国际性的研发机构合作开发新产品。

开始时仅仅是依赖于第三方的合同制造商，从 2004 年5 月起，康特尔开始利用其位于中国东莞的设备生产自己的产品。康特尔的生产基地总占地面积约为24,500 平方米。在全负荷生产时的总年度生产能力估计为530 万台。

2002 年创业时仅有8 名员工的康特尔，现在拥有大约800 名员工。

stock_gal

原帖由 臥龍先生 于 13-4-2007 10:06 PM 发表
一位朋友介紹, 因為它最近的成交量大增. 從而開始看看這間公司. 覺得它蠻不錯的. 是其中一間高ROE, 低P/E 的公司.  對 HD-DVD 市場前景有信心的朋友不妨看看這間公司.



http://www.conteldigital.com/im ...

卧龙，
我看你被你的朋友乌倒了。
左看右看都不是什么好股？如何投资？乘现在股市还热，投机还可以。但如果要投机也应该买Top 5 volume啦！那会轮到它！目前股市超热，什么难股都会起，什么专家都会出现。。。说中了没什么大不了！
我有话责说，hope dun mind.

臥龍先生

原帖由 stock_gal 于 17-4-2007 08:53 AM 发表

卧龙，
我看你被你的朋友乌倒了。
左看右看都不是什么好股？如何投资？乘现在股市还热，投机还可以。但如果要投机也应该买Top 5 volume啦！那会轮到它！目前股市超热，什么难股都会起，什么专家都会出现。。 ...

嗯...可以發表您的分析嗎 ? 為什麼說它不是好股呢 ?

No.AMD

大概一年前是$0.385的股票，
然后就不曾到过$0.30以上了。。。
最近的最高价是在去年，刚好在$0.30!
除非有能力站稳$0.235以上,否则还是少碰为妙！
纯属个人意见。。。

stock_gal

卖压很重，快要潜下去了。

smart_603

卧龙，why drop so fierce???

stock_gal

接近底点0.165,如果破了还会往下掉

stock_gal

原帖由 shanghai_noodle 于 15-4-2007 07:32 AM 发表



卧龙，咱们等星期一看看。
因为convertable notes的关系在价钱, 购入者在卖出以获得那30%的利润。
但是，上个星期五买家不断进场。

甭担心

现在能不担心吗?一直往下掉啦!

臥龍先生

嗯...我不會看圖表, 不過以我對 Contel 的小小認識, 和對 fundamental analysis 一點點的認知, 我覺得它的 fundamental 現階段來說是不錯的, 股價上升是迟早的事.  有好的 fundamental 做 backing,  短期的下跌是不用擔心的, 而且應該是高興的, 因為可以乘低價時再買入.

當然我的 analysis 也有可能出錯, 畢竟我是新手. 就讓時間來証明吧

祝大家投資順利

[ 本帖最后由 臥龍先生 于 19-5-2007 10:59 AM 编辑 ]

臥龍先生

MAIDEN US$7.8M TV ORDER UNDERLINES CONTEL’s DIVERSIFICATION STRATEGY

- Expected to add to earnings from 2Q07
- Further broadens Contel’s revenue streams
- Has so far fulfilled US$13 million in orders for Carrefour

Singapore, 21 May 2007 – Contel Corporation Limited (‘the Company’ or康特尔有限公司), a leading ODM/OEM maker of digital media products in the PRC,has won its first order to produce 15” and 19” LCD TVs, each with a DVDplayer built-in. The US$7.8 million contract, awarded by yet anotherleading European customer, bodes well for more orders.

“This order marks our successful penetration of the flat panel TVmarket and is a strong endorsement of our product development ability.We see rising market demand for Liquid Crystal Display (LCD) TVs andLiquid Crystal on Silicon High Definition TVs (LCOS HDTVs) astechnological advancements make them more affordable to consumers,”said Contel’s Executive Chairman Wang Chengqun.

The company launched prototypes of its LCD TVs and LCOS HDTVs in 4Q06as part of its efforts to diversify its product revenue streams. Itwill add to its production capacity, a new 5-storey factory inDongguan, PRC, largely to manufacture LCD and LCOS HD televisions. Homedigital entertainment product sales formed 60% of FY2006’s US$179million revenue.
“We expect sales of TV-related products to gather momentum and helplift our earnings from the second quarter. This plant, when completedby end-2007, will enhance scale economies when we go full swing into TVproduction. With competitive visual quality and prices, our productsare made for the masses and we aim to reach them via our clients’established retail channels,” adds Mr Wang.

Another leading European client of Contel’s is retail giant Carrefour,for which it has fulfilled US$13 million worth of orders since thebeginning of the year.

The Group expects near-term growth to come from mobile digital products(portable DVD players, electronic Bibles, and digital photo frames) andthe ramp-up of LCD TV and LCOS HDTV production. It intends to diversifyinto the high growth automotive electronic products and electronic toyssectors to power its medium-term expansion.

Contel boasts a portfolio of over 60 consumer electronic products,which it manufactures and distributes to major retailers and brandowners in the US, Europe, Australia, Japan, and soon, markets likeEastern Europe, South America, South Africa, Russia and the Middle East.

臥龍先生

臥龍先生

Singapore, 29 May 2007 –

Contel Corporation Limited a leading ODM/OEM maker of digital media products in the PRC, added to its client mix brand owners, Polaroid Corporation (“Polaroid”) and DSG International plc (“DSGi”), formerly known as Dixons Group plc. Said Contel’s Executive Chairman Wang Chengqun: “These US$18.4m contracts – our first from globally celebrated brand names – are in line with our marginfocused business strategy to broaden our revenue stream, product range, clientele and geographical market reach. “We are optimistic that Polaroid and DSGi will add to their orders and look forward to building a long-term relationship with them.

Contel is making good progress towards a more diversified earnings base, having just won our maiden US$7.8 million order to manufacture Liquid Crystal Display TVs for a leading European customer.” With more orders to come, Contel’s two latest clients may soon join the Group’s list of repeat customers in Europe and the US such as Carrefour, DK Digital, Supratech, and Best Buy, who account for most of its revenue. Polaroid, a division of Petters Group Worldwide, is a renowned international brand in instant and digital imaging products and marketer of consumer electronic goods while DSGi is Europe’s leading specialist retailing group, with more than 1,200 stores and online stores, spanning 27 countries.

Said Mr Wang: “These new orders are testimony to Contel's product development and design abilities. With a track record for technological adaptability and prompt delivery, we are the choice candidate to brand owners seeking value and quality.” The Group holds nine patents with a product winning the China Consumer Electronics Design Award in 2006. Its R&D team, led by Chief Technical Officer Masaru Arai, a 36-year veteran at Sony Corporation, has almost doubled staff in 2005 to 100.

In 2006, Contel reported a 17.4% higher net attributable profit of US$10.1 million on a turnover of US$179.0 million, an increase of about 50% year-on-year.

臥龍先生

(‘the Group’ or 康特尔有限公司), a leading ODM/OEM maker of digital media products in the PRC, announced today the closure of its convertible notes facility with the termination of its subscription agreement with Advance Opportunities Fund (“Advance”) after successfully raising a net cash of S$26.5m for working capital.

The Group undertook a year ago to issue unsecured non-interest bearing convertible notes due 2011 with an aggregate principal amount of up to S$50m comprising ten equal tranches of S$5m each to Advance. Since October 2006, a total of five and a half tranches have been issued and fully converted into common shares, raising Contel’s issued share capital from 250 million shares to 417 million shares.

As of today, there are no more outstanding notes, and all the remaining tranches are effectively annulled upon termination of the subscription agreement.

Said Contel’s Executive Chairman Wang Chengqun: “The notes funded our working capital requirements at an opportune time. We continue to focus on maximizing shareholder returns with a prudent mix of debt and equity funding as well as active capital management.

“Our home and mobile digital entertainment products have seen good order flows for this year. And in tandem with our margin-focused strategy to diversify revenue streams and product mix, we secured our maiden contracts for LCD TVs last month.”

臥龍先生

Contel Corporation – The China-based digital media products maker announced the closure of its convertible notes facility with the termination of its subscription agreement with Advance Opportunities Fund after successfully raising a net cash of S$26.5m for working capital. The group undertook a year ago to issue unsecured non-interest bearing convertible notes due 2011 with an aggregate principal amount of up to S$50m comprising 10 equal tranches of S$5m each to Advance.

八月照相館

卧龙，what's your target price for this counter?
他的前景看起来很好。