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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
Third Dimension
Long-term Growth & Volatility
Down to Earth?
Returns + Asset Growth → Value
Returns + Asset Growth → Value
Returns + Asset Growth → Value
Returns + Asset Growth → Value
ROA Protection and Growth
Target Price & Range: ¥ 15.32 - 40.75
How to Gain Informational Advantage
- Telengana Factory Deliveries
- Recruiting Firms - Ask technology stores
& phone carriers when glasses-free expected
Timeframe
- When to invest? Today
- Glasses free 3D too expensive and no advantage- Expect catalyst to
hit in 1-3 years
Where is the Opportunity?
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