Xinyuan Real Estate (NYSE:XIN)

The most undervalued stock on the NYSE. Trading at a P/E of 1.4, company is buying back shares, and has more than $5 cash per share, huge discount to book, earnings have been solid. Even if China Real estate slows this is a great buy, strong balance sheet, good management. Has paid and intends to keep paying a dividend, Big 4 Auditor, several years of clean financials. Years from now people will be scratching their heads in shock that it was ever this low.

Time to buy some more huge yield with a payout ratio of only 10%. Pays .36 annually compare that to Cisco who pays .24 I can buy over 8.5 of these for every one of Cisco. Book value of 7.35 I think this one has huge upside and dividend potential. Got in a little early, will pick up more as it drops

Trading at PE of 2, paying a dividend, with cash on hand, the upside is immense. The downside is definitely short-term only.

By all accounts XIN seems to be a great company. XIN thrives, at least in the near future.

[http://www.gurufocus.com] says that this stock's "Fair Value" (their phrase) is roughly 8X it's 12 month HIGH.

Xinyuan Real Estate Co., Ltd., through its subsidiaries, engages in residential real estate development business, as well as provides property management services in the People’s Republic of China. It develops and constructs residential real estate units in Chengdu, Sichuan Province; Hefei, Anhui Province; Jinan, Shandong Province; Suzhou, Kunshan, and Xuzhou, Jiangsu Province; and Zhengzhou, Henan Province.

XIN’s share price reflects concerns about fraud in US listed Chinese equities; XIN is listed on the NYSE. Thus far at least, most of the problematic Chinese companies have been small reverse merger stocks which use less reputable investment bankers and corporate auditors. Xinyuan does not fall into this category. The company was brought public in late 2007 in a normal NYSE IPO with Merrill Lynch and Deutsche Bank as lead underwriters. While no guarantee, if you couple that with newly announced share repurchase and a substantial dividend it seems likely that XIN is a legitimate enterprise being tarnished by perceptions.

The other concern weighing on XIN is the perception that Chinese real estate is in a bubble. One notable proponent of this is Jim Chanos, who expects the China bubble bursting to be 1,000 times the Dubai bubble. While we are concerned about possible fraud and excess leverage and debt, we have reached the conclusion that some fears are overblown. Specifically in regards to XIN, rental yields in tier II & III cities where XIN operates exceeds 5%, in addition high down payments and tight lending rules continue to keep a lid on the market.

XIN trades at a P/E of 3.41 and 1/3rd of book value. Cash is $288M vs a market cap of $177M. Operating margins are 19.3%. Cash flow was an astounding $51M from operations over in 2010.

Good business plan with a steady as you go management in Tier 2 cities rather than Tier 1.Highly undervalued stock due to only Chinese image problem that is not accurate for this firm.T Gurnee CFO and chairman are in for the long hall and so am I.This is a growth stock that is a real value stock at this time. Project stock in $3.25-$3.50 range by 12/1/2011 and $4.50 to $5.00 by 4/1/2012.Dividends coul become a regular feature too.

3 reasons. It has cash, started a stock buy back program, started a dividend. Own in real life.

Although I am a little leary of chinese real estate, the 67% discount to book value is very attractive for this Chinese real estate company that possesses cash assets which are greater than its debt. No foreseeable liquidity issues.

Strong revenue growth with earnings, great macro, extremely under value base on current valuation.

Strong Buy? Superman on alien steroids Buy. There is no reason this stock should be so cheap. Management is doing everything right and their selling real estate...to the growing middle class...in CHINA. I hope I'm not shooting myself in the foot recommending this, since I won't be able to buy until Friday. As long as it stays cheap, I'll pick some up dividend or not.

Profits and well run, patience is needed

WAYYYY Oversold. beats estimates every single quarter yet gets no love. Due for huge long term growth. Chinese middle class is growing. Tier II will see action

Chinese property stocks are unloved and unwanted right now, creating the chance for great value investing. XIN has posted consistent growth and beaten projections for more than a year. Chinese fiscal policy is hugely expansionary this year, and the Chinese government knows that it must support the housing market to stay in power. By the end of 2010 it will be clear that the Chinese housing market is not going to collapse, and big traders will be jumping back into this sector. With 2011 EPS of $1 and a 12x multiple, this stock will be worth at least $12 by March 2011.

Extremely oversold. Balance sheet and fundamentals continue to improve, but hasn't been noticed yet. It will.

with current head winds in the real estate in China this company will see better news as housing increases along with the increasing middle class.

PE 2011 = 2.3; analyst price targets: +140-180%

The Truth? I know nothing about this stock... nothing about the company. I think I picked this because somebody else had chosen it. That and because real estate is in trouble now, so its bound to come back, and you know what they say about China... (They say that they are getting richer and there are a lot of them). Let the Chinese real estate bidding war begin!

Growth play.

There is lot of cloud surrounding China Real Estate boom and government's plan to slow the growth. On the long run, this company is better placed for growth than many others in China Real Estate. It can easily return 400-500% return. Negatives seem to have been already reflected. Their target market is more of second tier but fast growing chinese towns. Book value is 6.22/share, PEG ratio is paltry 0.1, earnings yield is 30!