> Nepstar has discontinued providing forecasts. I think this is not a
> very good move as drugstore should have stable and forecastable
> business. Is there something we don't know?

> On the otherhand, they raised the dividend to 35ct per ADR. This is a
> sign of trust in the future.

> But by doing this, I think the management gave the stockholders two
> conflicting messages.

> Please share your opinion.

> Furthermore, has anyone visited a Nepstar Drugstore? If yes, I like to
> hear your opinion about the formula, service offering etc.

> Thanx in advance

> Yes ! I think something is going on....things have not been very
> clear....
> Hopefully it turns out to be the WALGREENS of China....I have been in
> this since the IPO......
> Keep posting.....

> On May 14, 2:03 am, s.y...@favorit.com.cn wrote:

> > Nepstar has discontinued providing forecasts. I think this is not a
> > very good move as drugstore should have stable and forecastable
> > business. Is there something we don't know?

> > On the otherhand, they raised the dividend to 35ct per ADR. This is a
> > sign of trust in the future.

> > But by doing this, I think the management gave the stockholders two
> > conflicting messages.

> > Please share your opinion.

> > Furthermore, has anyone visited a Nepstar Drugstore? If yes, I like to
> > hear your opinion about the formula, service offering etc.

> > Thanx in advance

> If you ever visited any Chinese drug store it is definitely not the
> same as a Walgreen. It is more like a drugstore in Mexico with few
> items such as fake sunglasses, slippers, disposable toothbrush.. So
> the likelihood of this type of business ever becoming Walgreen of
> China is next to none. While 35cents is tempting, the stock price is
> not worth over $5 IMHO. $4 is when I will get in.

> On May 14, 4:27 pm, bad...@gmail.com wrote:

> > Yes ! I think something is going on....things have not been very
> > clear....
> > Hopefully it turns out to be the WALGREENS of China....I have been in
> > this since the IPO......
> > Keep posting.....

> > On May 14, 2:03 am, s.y...@favorit.com.cn wrote:

> > > Nepstar has discontinued providing forecasts. I think this is not a
> > > very good move as drugstore should have stable and forecastable
> > > business. Is there something we don't know?

> > > On the otherhand, they raised the dividend to 35ct per ADR. This is a
> > > sign of trust in the future.

> > > But by doing this, I think the management gave the stockholders two
> > > conflicting messages.

> > > Please share your opinion.

> > > Furthermore, has anyone visited a Nepstar Drugstore? If yes, I like to
> > > hear your opinion about the formula, service offering etc.

> > > Thanx in advance- Hide quoted text -

> - Show quoted text -

> The Chinese drugstore as painted by dennisluu is just not
> representative in general. There are some Mom-and-Pop drugstores which
> may fit that picture. But there are also a lot more professionally run
> ones with very extensive assortment of OTC drugs, prescription drugs
> and nutritional supplements. To dismiss NPD just like this is
> shortsighted. Because the market is still developing and it creates
> chance for parties like Nepstar to professionalize the industry and
> become market leaders. Walgreen wasn't build overnight also. The same
> kind of changes that are happening in the Chinese health care market
> nowadays have happened in some way in the USA in the past. So you can
> not rule out that Nepstar will eventually become the Walgreen of
> China. Or CVS of China for that matter.

> With the one child policy that has been in place for a few decades the
> demography is changing. The number of people over 60 is growing and
> the living standaard is improving. There will be a lot of demand for
> medicines. And more and more people can afford it.

> Combine the current market situation with the developments that is
> going on and you have a dream market. But is Nepstar the Dream
> company? I don't know. But note:

> a)  the very healthy balance sheet of NPD. The cash per share is
> almost worth USD 3.0 per share. There is no debt.
> b) The current EPS is 16 which is not very high for a smallcap with
> revenue growth of 27% (in 2008).
> c) There is financial resource to continue the growth in the 20%
> range.

> On May 20, 1:21 am, dennis...@gmail.com wrote:

> > If you ever visited any Chinese drug store it is definitely not the
> > same as a Walgreen. It is more like a drugstore in Mexico with few
> > items such as fake sunglasses, slippers, disposable toothbrush.. So
> > the likelihood of this type of business ever becoming Walgreen of
> > China is next to none. While 35cents is tempting, the stock price is
> > not worth over $5 IMHO. $4 is when I will get in.

> > On May 14, 4:27 pm, bad...@gmail.com wrote:

> > > Yes ! I think something is going on....things have not been very
> > > clear....
> > > Hopefully it turns out to be the WALGREENS of China....I have been in
> > > this since the IPO......
> > > Keep posting.....

> > > On May 14, 2:03 am, s.y...@favorit.com.cn wrote:

> > > > Nepstar has discontinued providing forecasts. I think this is not a
> > > > very good move as drugstore should have stable and forecastable
> > > > business. Is there something we don't know?

> > > > On the otherhand, they raised the dividend to 35ct per ADR. This is a
> > > > sign of trust in the future.

> > > > But by doing this, I think the management gave the stockholders two
> > > > conflicting messages.

> > > > Please share your opinion.

> > > > Furthermore, has anyone visited a Nepstar Drugstore? If yes, I like to
> > > > hear your opinion about the formula, service offering etc.

> > > > Thanx in advance- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -