BOMBARDIER INC -CL B BBD.B
June 21, 2021 - 12:31pm EST by
member
| 2021 | 2022 | ||||||
| Price: | 1.11 | EPS | 0 | 0 | |||
| Shares Out. (in M): | 2,408 | P/E | 0 | 0 | |||
| Market Cap (in $M): | 2,143 | P/FCF | 0 | 0 | |||
| Net Debt (in $M): | 4,696 | EBIT | 0 | 0 | |||
| TEV (in $M): | 6,839 | TEV/EBIT | 0 | 0 | |||
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 141 | |
I encourage anyone who has interest in investing in and around the Greater China region to read this.
http://www.chinafile.com/reporting-opinion/viewpoint/here-xis-china-get-used-it | |
| 139 | |
I think there are far too many things for China to balance and the tray will tip . . . hence I am not a China bull at present. And I do not think pollution... login to read the rest | |
| 138 | |
The biggest thing happening in China aside from what was written up and discussed here is the out of control pollution. http://www.nytimes.com/2013/08/04/sunday-review/life-in-a-toxic-country.html?hp&_r=0
I would be interested to know what China bulls think about this issue.
My take: more... login to read the rest | |
| 129 | |
1)
That is the most important question on the China thesis. First, food inflation in China is still reported at 7% and most people in China realize it is much higher. An additional surge of inflation... login to read the rest | |
| 128 | |
Thanks for the informative posts. I am relatively new to this topic so apologies in advance if my questions are idiotic:
1) What if China will indeed print money to keep funding ridiculous FIA levels? Even... login to read the rest | |
| 124 | |
I am new to the post. I've done extensive work on chinese FAI. conclusion: short local property developers, global machinery, global iron ore / copper ... also short US steel (they go bankrupt if steel... login to read the rest | |
| 122 | |
Biffins, thanks in advnace for your thoughts on this. Are you short these names currently, or are they on your watch list? I know this is probably the hardest question to ask, but would you... login to read the rest | |
| 120 | |
Biffins,
What do you think the best ways to express this bet are?
- Short Chinese homebuilders?
- Short Chinese building materials (steel, cement really the only liquid ones)?
- Short global basic materials companies (steel, iron ore, thermal/met... login to read the rest | |
| 99 | |
Biffins - agreed on that point. China does not to contract 10-30% to create havoc on the commodity markets. The question then is whether the growth rate declines to 8% for the next 5 years... login to read the rest | |
| 97 | |
mak1421,
I am not saying China is the Soviet Union or like 16th century Spain. Their common trait is that they all had massive amounts of un-economic activity. What I see over and over in economic... login to read the rest | |
| 95 | |
Correction for Taiwan:
Reform/Economic Development: Politically democratized in the early 1990s; many export-centric industries shifted manufacturing to China in 1990s; moved up value chain (fabless semiconductor e.g. Mediatek, outsourced semiconductor manufacturing e.g. TSMC, branded consumer electronics | |
| 94 | |
History? The Soviet Union, various contractions the 16th century (Spain, etc.). It is rare but China is doing something that is very rare. The housing bubble collapse was rare.
Okay, I will presume you are... login to read the rest | |
| 92 | |
China's PMI reading indicates the manufacturing sector is still shrinking.
http://m.cnbc.com/breaking_news/47138135
Still, China continues to struggle with overcapacity in most manufacturing sectors, including steel, plastics, and textiles, thanks to manufacturers' strategy of expanding as rapidly as possible... login to read the rest | |
| 88 | |
Jcp -
The fixed investment driven growth in China is a non-controversial topic. The first controversial topic you introduced was the idea that non-investment part of the economy is already in contraction. There have been many points brought... login to read the rest | |
| 84 | |
Ndn -
China's trade surplus (net exports) actually makes up a very small percentage of overall GDP. So major movements here will not impact the GDP number significantly. That said, it is far more important in... login to read the rest | |
| 79 | |
Here's an interesting article in the Economist that makes the point that despite high levels of investment/GDP, total capital stock per person (all past investment adjusted for depreciation) is still a small fraction of developed... login to read the rest | |
| 76 | |
Chovanec's thesis is that GCF should decline but not consumption - and that this will bring overall GDP growth to below 6%, which he defines as a "hard landing". Frankly, I don't think GCF will... login to read the rest | |
| 73 | |
jcp21
"Shifting directions quickly will not be possible"
exactly why we should not expect a 10-30% decline in nominal gdp in china
the government fixed asset investment is run of a 5 year plan - i would not... login to read the rest | |
| 71 | |
[3) In the late 1800s, mathematicians developed the theories that allowed people in physics (include Einstein) to develop the ideas behind a microchip. From the 50s on, the technology was still in the early stages... login to read the rest | |
| 65 | |
Thanks. | |
| 63 | |
I apologize in advance for an unsophisticated question, but the book Red Capitalism was mentioned by Special K earlier in the thread and I have a general question. I read this book a while back... login to read the rest | |
| 61 | |
razor,
thanks for the post. Yes, there are some key differences and you point out a good one in that it looks like China is taking a more intense approach on the fixed investment side. But... login to read the rest | |
| 58 | |
mak1421,
The world economy SK, Japan, etc. faced was much less mature than China so I don't think you can assume China will succeed on the world stage just because those countries did. In fact, those... login to read the rest | |
| 57 | |
mak1421, you make an interesting point about per capita consumption in China being comparable to South Korea and Taiwan in 1979 and 1983 respectively. I think taking comfort in China’s runway for growth based on... login to read the rest | |
| 56 | |
I don't think you can argue China has any meaningful similarities to Japan, Taiwan, Hong Kong or South Korea. First, China's economic core is still several steps behind the rest of the developed world. Japan,... login to read the rest | |
| 55 | |
I don't think you can argue China has any meaningful similarities to Japan, Taiwan, Hong Kong or South Korea. First, China's economic core is still several steps behind the rest of the developed world. Japan,... login to read the rest | |
| 53 | |
There's no question that unprofitable investment prevents capital formation which over time will make a country which stays this course poor. A relevant case study for this is Soviet Union where rapid industrialization of 1920-ies and 30-ies (and another leg of... login to read the rest | |
| 51 | |
I don't really see how size of the economy is relevant here (yes it's harder to grow off of a higher base but that doesn't mean it has to contract). On inflation, there was massive... login to read the rest | |
| 47 | |
gs0709, interesting comments. Here is why I think the analogy doesn't work:
Russia's GDP never got that large. Its size was an illusion. So naturally at those lower levels they could keep things growing. In China,... login to read the rest | |
| 45 | |
I really wish I could address it in more detail line by line, as I am enjoying this discussion, but alas the earnigs season is here.
I will make a few high-level comments just as food... login to read the rest | |