Day: April 5, 2007

Categories
China

Is English First Co. a Threat to New Oriental?

Reading Time: < 1 minute

Last Updated on April 5, 2007 by stlplace

I noticed this “English First Co.”, which is 2008 Beijing Olympics language training partner, because of their ubiquious ads (outside and inside) Cloud 9 building. I understand there are at least 2 levels of Olympics partners. Lenovo, Haier and Coke Cola, etc are exclusive sponsors (in its product category). In other words, they gave more money to Olympics committe and they got more exposure in return. MengNiu (diary product), “English First” and others are product providers. As the name implies, they gave products to Beijing Olympics. But still, I was puzzled why New Oriental did not go for it? I can think of two reasons: 

IMG_4713 

Continue reading “Is English First Co. a Threat to New Oriental?”
Categories
China Stocks

Fuwei Film, Heelys and Consumers

Reading Time: < 1 minute

Last Updated on April 5, 2007 by stlplace

Fuwei Film (FFHL) stock got a 22% jump today after it announced a very good earning report. Interestingly, I was thinking about this little known company lately. Why? Because I noticed a few days ago it got upgrade from Maxim analyst. The stock went up about 10% and dropped back to 10 in a few days. More importantly, I liked its products: plastic films used both in cosumer products packaging, and industrial packaging. Here is a link of their products (with pictures). Notice anything familar? From juice and milk bottles, to cigratte, liquor (alcohol), to laundary powder,…things we consume (eat, drink, use) daily.

Continue reading “Fuwei Film, Heelys and Consumers”
Categories
China Stocks

07 First Quarter Review

Reading Time: < 1 minute

Last Updated on April 5, 2007 by stlplace

The first quarter is behind us. Just like a public company reporting quarterly results and holding conference call, I am going to do a quick review of my little portfolio. This quarter is a quite rollercoaster for me, as it did for many investors. The Jan and Feb started fairly strong and at one time I had more than 10% gain (I used google finance to track my investments). This is until Feb 27. In one day I lost all my 10% gain because of the loss of my Chinese ADRs (HMIN and MR each lost more than 10%).

Continue reading “07 First Quarter Review”