stlplaceLast Updated on February 2, 2007 by stlplace
We all know it’s a fad. But here is the one million dollar question: when shall we take profit (or loss) for the Heelys stocks (HLYS)? From the IBD article today, it seems Heelys still got room to grow. The following is quoted from IBD:
“For one thing, there’s still plenty of room to grow sales in parts of the country between the coasts, he says. And overseas sales offer lots of potential, especially in Europe.
Last Updated on February 1, 2007 by stlplace
I noticed they usually offer some discount during Chinese New Year. Because by tradition majority of people will stay with families (at home). Here are some promotions:
English reservation pages:
Surprisingly Rujia doesn’t have English for reservation, although I did see foreigners when I stayed there. I think telephone is more common used (compared to web) for reservation in China.
Last Updated on February 3, 2007 by stlplace
I bought some Crocs stocks (CROX) a while ago; actually I looked at Under Armour (UA) at the same time and I am glad I made the correct decision (so far). Besides the difference of PE ratio, CROX is 42, UA is 76 (supposedly the lower PE means the price is cheaper). I made this decision more based on the business prospects.
From my observation, Crocs are sold in a lot more stores than Under Armour, which are only sold in Sporting Good stores. In other words, Crocs have a wider distribution channel. This is very important for consumer goods. By the same token, I found Crocs have a wider appeal to consumers, especially kids. Under Armour has made efforts to reach women and kids but they are not there yet.
Last Updated on February 11, 2023 by stlplace
I wrote about Chatea, a Chinese fast food company a while ago. I have been there in my China trip last year. Apparently they are expanding all these years and they just announced a new round of funding. GGV (together with IDGVC, SIG, Neil Shen, TECO and FMCG) invested $10.68 m for 20% stake. Note Neil Shen (co-founder of Ctrip and Home Inns) is on the list again. As suggested in the article, once the estimated market capital reaches $100 m, they will go for IPO (most likely 2008). So stay tuned.
This is another good play for “emergence of Chinese middle class consumers”.
(Update 02-11-2023) It looks like all Chatea restaurants are closed now.