Josab i China News 2014-08-24 - Snabb expansion väntas!

2014-08-24 14:39, Edited at: 2014-08-24 14:40

ICW - Josab i China News 2014-08-24 ABOUT TO ERUPT! På väg att sätta rejäl fart skriver Great Wall Securities Zhengchuan Jiang tidigt på söndagsmorgonen.

(Översättning via Chrome)

About to erupt (På väg att expandera snabbt)

Release Date: 2014/8/24 5:31:00

"Extensive expansion worth the wait: In the past year, the company ICW through the acquisition of BioKube, Aquaporin and Josab ".
(Omfattande expansion väl värt väntetiden...)

"Water Treatment: rural water market boost the company's rapid development of the Great Wall view: rural water supply and drainage protocol gain another victory".
(Ytterligare en seger...)

Företagens olika roller i samarbete med ICW!
Josab = Dricksvatten (containerbaserad rening)
BioKube = Avlopp->gråvatten/lakvatten m m
Aquaporin = Industriutsläpp->osmosis

Meddelandet i sin helhet!
Water Treatment: rural water market boost the company's rapid development of the Great Wall view: rural water supply and drainage protocol gain another victory: the agreement, the Heilongjiang Housing Department's commitment to provide at least two months will demonstrate 3-5 Town of supply and drainage projects, as both the first batch of cooperation projects, and the selected projects should be supported by the project location city and county governments, and has completed or ongoing project planning, project and other preparatory work.

In addition, the company promised in 2014 to complete the construction of the first batch of cooperation projects, and to ensure that the project put into operation successfully achieve the effluent standards prescribed by the state, and put no less than five billion yuan over the next five years for the completion of a hundred towns, construction of drainage facilities, including rural water supply projects mainly in the ..

Water Treatment: rural water market boost the company's rapid development
Great view:
Rural water supply and drainage protocol gain another victory: the agreement, the Heilongjiang Housing Department's commitment to provide at least two months will be 3-5 demonstration in the town of supply and drainage projects, as both the first batch of cooperation projects, and The selected projects should be supported by the project location city and county governments, and has completed or ongoing project planning, project and other preparatory work. In addition, the company promised in 2014 to complete the construction of the first batch of cooperation projects, and to ensure that the project put into operation successfully achieve the effluent standards prescribed by the state, and put no less than five billion yuan over the next five years for the completion of a hundred towns, construction of drainage facilities, including rural water supply projects implemented mainly DBOT township sewage projects mainly in the BT + O implemented.

Shandong Province after the company signed the agreement at the beginning of this year, rural water, this also bound Heilongjiang market, and the agreement is more refined, the provisions of the next five years to spend at least 5 billion yuan, of which 3 billion invested in the assumption engineering equipment, net profit margin 10%, will be able to generate an annual profit of 60 million, the future of the project with the commissioning of Shandong, profit levels will gradually increase.

Extensive expansion worth the wait: In the past year, the company through the acquisition of BioKube, Aquaporin and Josab into the leachate, forward osmosis and rural water treatment and other fields, and July 26 to raise funds through non-public issuance of 1.1 billion yuan, the company current assets and liabilities was only 27.0%, 310 million yuan of cash in hand, the future increase in operating leverage through bank credit, etc., cash in hand or 2,30 billion, according to 10 percent rate of return calculations, will add annual profit 2,3 billion. In the forthcoming ten water industry continuing to boom good background, the company is expected to achieve rapid growth through the introduction of foreign technology grafting domestic market and merger integration approach.
Investment advice: cash-rich companies, mergers and acquisitions strong will, will fully benefit from the high boom of the industry, we expect its 2014-2016 EPS0.15 / 0.24 / 0.36 yuan, the current share price times the corresponding PE as 40/25/16. Technical prepared, the next surprise many, maintaining a "recommended" rating.

Risk Warning: project progress is not up to expectations = Att det tagit tid vet vi men nu är vi snart på gång.

Great Wall Securities Zhengchuan Jiang

http://www.banzhu.co/article/2586111

Sammanfattning!
Heilongjiang (provins nr 2) demoenheter initialorder First batch

Josab informerade i veckan att det pågår slutförhandling med Interchina Dahua, som ingår i Heilongjiang Interchina Water-koncernen, avseende en initialleverans av sju ekologiska vattenreningsverk. Bekräftelsen kommer efter gårdagens handelsstopp på Aktietorget med anledning av obekräftade uppgifter i media.
https://www.aktietorget.se/finwire/NewsItem.aspx?guid=FWS0002245

The Heilongjiang Housing Department's commitment to provide at least two months will be 3-5 demonstration in the town of supply and drainage projects
http://www.banzhu.co/article/2586111

Shandong (provins nr 1) rullar igång!
Shandong Province after the company signed the agreement at the beginning of this year, rural water, this also bound Heilongjiang market, and the agreement is more refined, the provisions of the next five years to spend at least 5 billion yuan, of which 3 billion invested in the assumption engineering equipment, net profit margin 10%, will be able to generate an annual profit of 60 million, the future of the project with the commissioning of Shandong, profit levels will gradually increase.

Fler provinser ser ut att trilla in enligt det ICW berättar!
Summering:
Xiangtan, Hunan, Dongying, Shandong and Sichuan.
Hebei, Shanxi, Heilongjiang
http://finance.sina.com.cn/chanjing/gsnews/20140708/032419634114.shtml

Journalisten frågar:
"21st Century": We now have the actual project? What are the future plans for the layout of the area?

Zhu Yongjun svarar :
We've got some real ground projects, such as in Xiangtan, Hunan, Dongying, Shandong and Sichuan, where the overall size of the largest projects in Sichuan, has more than 80 projects in operation. From the experience of the early, although small-scale projects, but economic tons of water is higher than that of urban sewage treatment. This rural water market in the early stages of market development related to this feature, we estimate that by 2015 the situation is another.

Moment, the most important thing is to conduct market layout quickly.

Then people will see that we have a new project in Hebei, Shanxi, Heilongjiang and will later roll out speed quickly.

FOTNOT!
We are optimistic about this market, and has done a lot of technical reserves, such as last year we acquired a Swedish listed company to do water purification equipment Josab International AB, the only intention is the value of its technology and low operating costs compare features applicable to the status quo of China's rural market. What is clear is that we will spend more money and manpower to work in this market.
http://finance.sina.com.cn/chanjing/gsnews/20140708/032419634114.shtml

Avseende beräkningar + övrig fakta m m se tidigare inlägg om Josab från (DJ10) här på Redeye
Det här ser mycket positivt ut!

MVH 10DJ