Water shortages a crucial issue in China: Jim Rogers

adflea
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10 years 4 months ago #18171 by adflea

Water shortages a crucial issue in China: Jim Rogers was created by adflea

Jim Rogers Bulletin: Water shortages a crucial issue in China: Jim Rogers

is this the reason why hankore rise ?

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pine
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10 years 4 months ago #18174 by pine

Replied by pine on topic Water shortages a crucial issue in China: Jim Rogers

HanKore is doing well in the eyes of investors as it has capacity expansion, higher water tariffs and the
recently-acquired EPC business. Higher margins are also expected.

Valuation-wise, it is cheap compared to other water plays. But we need to see the delivery of solid results, going forward.

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1.618
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10 years 4 months ago #18203 by 1.618

Replied by 1.618 on topic Water shortages a crucial issue in China: Jim Rogers

I still prefer Hyflux

As a student in Envionmental Engineering, I can tell u we are facing fresh water shortages not in Singapore but in the world.

Fresh water (drinkable) only accounts for around 2.5% of total water. and around 1.5-2% of water are locked in ice caps; only around 1% of water are groundwater. and we will really run out soon.

Hence solution is 1. Water desalination via reverse osmosis,
or 2. wastewater treatment. (new water)

Hyflux indeed has high capex, and alot of debt; but it's the nature of the business itself which requires high costs.
Given the high demand for water treatment in the long run; I am confident that Hyflux can secure more contracts in the long term.

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