Eratat Lifestyle

  • Pearl
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12 years 1 month ago #11199 by Pearl
Replied by Pearl on topic Re:Eratat Lifestyle
8 c to 9.3 c already. is 16% jump. Still undervalued gem. Boss is .....

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  • Rock
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12 years 1 month ago #11202 by Rock
Replied by Rock on topic Re:Eratat Lifestyle
Engine warming up, cash/share of 12cts sure to power.

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  • $$
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12 years 1 month ago #11235 by $$
Replied by $$ on topic Re:Eratat Lifestyle
The PE current year will be v low at around 2, based on current know info & normalized expectations. Cheap PE is not enough. What will it's AR situation be? And its cash flow? The upcoming quarterly result will recalibrate investors' valuation of this stock. Amazingly, for a S chip which is micro cap, and which is in a very competitive industry, this stock has a wide following among retail investors

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  • Eratat
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12 years 1 month ago #11241 by Eratat
Replied by Eratat on topic Re:Eratat Lifestyle
The up coming quarter result should be a very solid one unless eratat gives another rude surprise!

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  • Guest
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12 years 1 month ago #11257 by Guest
Replied by Guest on topic Re:Re:Eratat Lifestyle
Hope I am wrong, but I'd guess that the sales for rest of year will be lower than last year as they did not bother to announce their orders for April 2012 autumn/winter trade fair. Their sales are no longer visible as before.    
[hr]
[Eratat 29-09-2012]:
The up coming quarter result should be a very solid one unless eratat gives another rude surprise!

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  • Friend
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12 years 1 month ago #11259 by Friend
Replied by Friend on topic Re:Eratat Lifestyle
Their orderbook is made up of apparel and shoes, so you should not just look at 1 number for the orderbook. I believe the apparel is going up while shoes are going down. Now, apparel is high margin but not shoes. In that case, the gross profit will still look good and even grow. The gross margin will also grow in such a scenario.

I am just recycling what Ken Ho said in ERATAT LIFESTYLE: Stock price 8 cents, net cash 12 cents....
Q: What's your orderbook for the 2H?

A: You can take last year's figure as a guide, it's pretty close at RMB490 million for Eratat products. Same distributors and same number of shops. The product mix will be more of apparel and less of footwear.

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