Xinyuan Real Estate (NYSE:XIN)

Value

Epic P/E, nice mini dividend, nice revenue growth

bad: chinese so hard to tell if it is real or not.....

A typical chinese scenario:
1. Cook books
2. Issue as many shares as possible
3. When the share price goes too low, then issue bonds
4. Go dark a year or two before bonds due date

XIN has just passed point no. 3 ...

Rising demand for properties

Extremely undervalued stock
4% dividend at a payout ratio of only 5%
Quarterly revenue growth og 31,7%
Operating margin of 24,41%
Price/sales of 0,34
Price/book of 0,39
Less debt than cash
Expanding to the US

I Bought China Petroleum and Chemical back in early 2005. It was easily one of my biggest winners. I've got a feeling this little undiscovered gem could pan out to have the same returns in the near future. Institional Investors are now welcome above $5.

macroeconomic trend favors XIN - strong balance sheet - low PE !

Extremely undervalued stock with a nice dividend.

Audited by a big 4, so I can't see why it can be called a scam. Rapid growth in China, international expansion into the US.. Seems like undervalued to me right now. This is a $40 stock in the body of a $4 stock.

Another risky chinese real estate stock. Compelling value if the financial records are true.

2013 predictions report

It is a strong real state company in China which is expanding its business on American soil as well. China is expecting a rural exodus during the next 20 years which means 200 million more people going to live in the cities, the more dense the population the higher the real state prices and these guys are already settled in some of China's hottest markets along the coasts. Also their P/E ratio is ridiculously low (around 2) and EPS is a very decent number. Ultimately, they have started a 50M project in Brooklyn which means they are strong enough to penetrate in one of the world's prime real state markets, NYC.

Positive cash flow in an industry a negative average number according to morningstar.com. Low valuations and charts that look very bottom-like.

Once construction starts on their land acquisition in NYC american investors will stop treating this company like its a fraud and the price will skyrocket.

1x earnings? No "hard landing" could possibly justify that valuation.

Very undervalued. Just look at its books.

Strong fundamentals. Solid earnings, lots of cash, 5% quarterly dividend, stock buyback program. Last conference call suggested they'll be expanding into the US -- my guess is that this is purely to boost inventor confidence and eliminate fraud concerns. This could be the best value on the NYSE. Chance of Chinese fraud is non existent. Construction projects are verifiable on the internet.

They definitely need more analysts covering the stock. That would help boost the share price and get the word out about this great company

Great fundamentals, solid cash-pile. Rising dividend. Concerns over real estate bubble should be a phantom given its positioning in Tier II and III cities.

This is a $7-8 per share stock even if it will not increase earning after 2013, but stays flat. It is already conservative. If we price a 20-25% yoy increase in real estate deal sales for the next five years, we are looking at a stock worth $20-$25, but today is being sold at $3.50 per share on March 30th, 2012. I have a small position added back last year at $2.22 per share. I just increased my position by 3 times early this morning at 3.35 per share. I think it could reach as high as $7 per share in the very short term. It looks like investors (if not auto-bidding machines) are not realizing XIN is not one of those companies with fraudulent accounting practice in China. Now, it is recognized by its efficient execution, great management and undervalued proposition.