Reading Time: < 1 minute I found some interesting articles about AT&T and IBM. They are written by Wu Jun, a research scientist at Google. I like Wu Jun’s writing style (humorous), and his business perspective of the two companies (very good). Here is the link to AT&T articles; and here is link to IBM series. Both are in Chinese,
Reading Time: 2 minutes I am resuming this series as I am in Shanghai, and I got first hand look at the consumer spending here. Travel industry grew very fast in recent years due to several factors: 1) The golden week, where people got one week break in Chinese New Year, May 1, and Oct 1; 2) People have
Reading Time: 2 minutes The first, Chinese banks. They are making money from two sides: the developer, and the home buyer. The developers borrow from the banks; they will pay interest and principle (hopefully) later on. The home buyers borrow from the bank, and pay mortgage (interest and principle). The second, developers. It’s not hard to understand, as the
Reading Time: 2 minutes WuXi Pharma Tech (NYSE: WX) is a pharmaceutical R&D service company based in Shanghai, and they do work for the pharma giants like Pfizer, Merck, etc. They are the No. 1 player in China and growing fast. To give some background, here is a discussion thread from trader168.com; and a valuation analysis article from Yahoo
Reading Time: 2 minutes I found this one from China Business Feature. Some of the interesting paragraphs: How they started the R&D of medical devices? “But unlike other distributors, Xu Hang, who holds a degree in medical engineering, started independent innovation of some products in 1992. Mindray’s first products included China’s first single-parameter blood oxygen saturation monitor. “At the
Reading Time: < 1 minute made history today. I am talking about the YouTube CNN Democrats Presidential Canidates debates. While people are talking about who won the debates, I think both Google (GOOG) which owns YouTube, and CNN (owned by Time Warner, TWX) won this thing. Finally YouTube starts to get serious? And CNN is fun to watch (especially for
Reading Time: 2 minutes I read from PacificEpoch about the filing. From its SEC filing, here is an summary: “We are a leading real estate services company in China based on scope of services, brand recognition and geographic presence. We provide primary real estate agency services, secondary real estate brokerage services as well as real estate consulting and information
Reading Time: 2 minutes in Japan. I read this news from MSN that McDonald is going to open McCafe stores in Japan. Quote the news: “The Japan unit of U.S.-based McDonald’s Corp. will launch 15 pilot “McCafe” stores in the Tokyo area on August 29, according to a company release. The stores, the burger chain’s first foray into the
Reading Time: < 1 minute John Mackey, the founder and CEO of Whole Food Markets (WFMI), allegedly used pen name “RahoDeb” (his wife name is Deborah) publishing his opinion on the stock at Yahoo Message Board. Here is the link to the mesages. Of course, the thing really hits news is his comments about competitors, such as Wild Oats and
Reading Time: 2 minutes 1) International: no secret here, as you can count the stores (more stores in India than China), from their web site www.crocs.com (international). The trick here is they expanded internationally at much early stage compared to Nike, etc., considering they are just a few years old. We can attribute partly to the globalization of economy
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