Reading Time: < 1 minute I did not realized the China Life Insurance (LFC) is going IPO in Shanghai Stock Exchange (A shares) until a few days ago. I did a little research on the web and found out there are quite a few big cap Chinese ADRs are going this route: Guangshen Railway (GSH) and Aluminum China (ACH) are another two. Here
Reading Time: 2 minutes eBay’s China effort took a big hit today, or use eBay’s own term, they are adopting a “new strategy” in the China C2C market: they are going to team up with Tom Online on the online auction site. Whatever the term they use, the real story is they were losing market share ever since they
Reading Time: 2 minutes I mean the stock (HMIN), not the motel because I am in the US now. I know it was a little speculative, but I think it’s ok to put 20% of my “mad money” into this even after the amazing run from $22 to as high as $34. I think there are many reasons account
Reading Time: 2 minutes Home Inns (HMIN) and Mindray (MR) both reported their Q3 earning last week. I listened to both the conference calls. HMIN obviously did better with revenue growth: RMB 160.4 m, 106.3% year over year growth. Mindray’s revenue growth was 21.6% because of the anti-corruption campaign in Chinese hospitals. I think that growth factor determined the stock
Reading Time: 2 minutes A commond question about China software industry is: while China leads India on hardware, manufacturing and many other aspects, why is she behind India on software? After all, Chinese are smart people too. Well, the main reason, I think, is China has domestic demand for software, while India has to compete with the western developed countries (US, UK) for the projects. Or put it
Reading Time: 2 minutes I thought about this topic for a while; I decided to start it after seeing the recent hypes on E-future stock. E-future claims it is the first Chinese software company listed in the NASDAQ Capital Market. This is correct but it is a bit misleading. There are two markets in NASDAQ: National Market and Capital
Reading Time: < 1 minute B2B, business to business, was a popular concept in dot com era. The idea was to connect the companies (suppliers, OEM, vendors…) using B2B software. In those days, there are a few B2B software companies such as Commerce One flied high. But B2B never grew as big as people dreamed in the US. On the other
Reading Time: < 1 minute I happened to see this “Investment 101” from forun web site, a very small (boutique) research firm. Wish I had read it before jump into market 3 years ago. Oh well, I know even if I read it, I would forget it and make the same mistakes. A lot times we have to learn the lesson the hard way. It’s
Reading Time: 2 minutes OK, enough about the Home Inns (HMIN) and New Oriental (EDU), both of which are well known consumer brands based in Shanghai and Beijing respectively. On Sept 26, a not so well known medical device company based in Shenzhen (by Hongkong), did IPO on NYSE and it was well received by the investors. The company is Mindray Medical International, ticker symbol
Reading Time: < 1 minute It seems all these China stock bloggers are taking vacations 🙂 Click on the date it will bring you to the “events” page of the stock; you can add the event to your “Yahoo Calendar” if you like. Baidu: Nov 1 (Oct 31 evening US time) Ctrip: Nov 8 Netease: Nov 6 Sina: Nov 2 Sohu
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