Category: IPO

Reading Time: 8 minutes (Update 16Sept09) Brean Murry is out with a selling rating with Emdeon (source: StreetInsider). Quote: While investors may be focusing on the potential benefit from healthcare reform, we view the benefit as a potential one-time boost to the growth rate in claims that will revert back to the low-single digits after the anniversary of enrollment…We

stlplace
August 22, 2009

Reading Time: 3 minutes (Update 2, May 20) Bought it back, looks like it has more room to run 🙂 (Update May 19) Sold out my WX positions. I had a second thought on the stock. (Original) Formerly Wuxi Pharma Tech, the name change was to reflect the US based Apptec acquisition a year ago. I have bought and

stlplace
May 17, 2009

Reading Time: 2 minutes First saw Rosetta Stone at the mall couple years ago (the kiosk). More recently saw its Ads on the TV. Today comes a monumental day for the company (bloomberg news, IPOHome, Yahoo Finance), the IPO (as old Warren says IPO stands for its probably overpriced). Fun and emotion aside, I think this language thing may

stlplace
April 16, 2009

Reading Time: 3 minutes Bought some Mead Johnson Nutrition (NYSE: MJN) shares last week. I wrote about it couple months ago before its IPO. This is one of my defensive plays in this downturn. It appears to me people will not stop making babies in the recession, from my very limited observation. More importantly, after China milk powder incident

stlplace
April 6, 2009

Reading Time: < 1 minute I remember reading this last year, this morning I read it from Yahoo Finance. Here is the prospectus at SEC, and here is a glimpse at IPOHome. It looks like they are going to IPO on Feb 10 (from the roadshow, again from IPOHome). I think most people heard about their product enfamil (Amazon, Wiki),

stlplace
February 6, 2009

Reading Time: < 1 minute (Update Sept 5) It seems there are anti-trust concern about this acquisition. Some source says if this merge approved, Coca Cola will have 40% of juice market share in China. Another concern is, like many Chinese companies (Sohu, Netease), Huiyuan is actually registered in Cayman Island, theoritically it is M&A between two foreign companies. It

stlplace
September 2, 2008

Reading Time: < 1 minute (Spreadtrum A/R and inventory from 4Q 06 to 2Q 08, click to enlarge) As shown in the picture above, their A/R (account receivable) jumped from $1.4 m on Mar 31 to 17.4 m June 30; inventory did not reduced much. This is also evident from its reduced cash postion. Read more details from its earning

stlplace
August 16, 2008

Reading Time: 2 minutes I felt lucky I did sell some Spreadtrum (Nasdaq:SPRD) shares a short while ago when it exceeded $6 (a quick pop). But I don’t know why I bought some back couple days ago at $4.48. I did not bet on earning these days, but this one had dropped quite a bit from the pop, and

stlplace
August 13, 2008

Reading Time: 2 minutes By now it’s no secret that CROX stock failed. After it issued horrendous 2Q 08 preliminary results and full year guidance yesterday afternoon (refer to MarketWatch for more details). I don’t want to dive into the numbers and add salt to injury. I traded the stock last year until this Feb. when I realized it

stlplace
July 25, 2008

Reading Time: 3 minutes (Update July 8) More about the value of SPRD. Last month Datang sold its 32.1% stake in TD chip maker T3G, for 122 m CNY. This values T3G at (122m) / 32.1% = 380 m CNY. That’s $54.3 m (assume $1 = 7 CNY), and I will use that number for the TD business of

stlplace
July 4, 2008
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