Reading Time: < 1 minute The unexpected snow storm hit China hard, at the worst time it could find: the Chinese New Year, when billions of people travell to their home to be with their families. Here are some places that could use our little help. 1. China Snow Storm Disaster Relief Fund, the money will be forwarded to Red
Reading Time: < 1 minute I wrote about the bubble of PetroChina during its Shanghai IPO last Nov. I understand lots of people in China (San Hu 散户) are under water on this one. Obviously they bought into this “the most profitable company in Asia” slogan touted by some institutions that wanted to dump their shares during IPO. Here I
Reading Time: 2 minutes US Tax Rebate The US congress and president are on the same page for one thing: help every American buy an iPod (a.k.a. the tax rebate thing). For me while I am glad to get some of my tax dollor back (rather than been blew away in Iraq, or paying a Carribean trip for some
Reading Time: < 1 minute I am always interested in recurring revenue business, debit/credit card transaction fee is one. Yucheng Tech (YTEC), the smaller rival of Longtop (LFT), is entering POS business this year. According to my friend Nawar Alsaadi’s analysis (quoted below): “POS Revenue projections The company mentioned in an investor presentation in February 2007 that the average business
Reading Time: 2 minutes What is earning quality? As a new investor, I used to look at earning of a company heavily. I think earning is also the driver of a stock price in the wall street. If a company issues earning report which beats the street, and offers upbeat outlook for next quarter (or next year), the street
Reading Time: < 1 minute I heard about the snow storm in China, and it hurt the “going home crowd” in terms of traffic. The situtation seems much more severe than I thought, from read the blog post from DBANotes and Wang Jianshuo. In recently days the Chinese stock market has dropped a lot too. Similar to the temporature. But
Reading Time: < 1 minute Q&A about housing price in China, by Vanke (000002.SZ) Chairman Wang Shi. He wrote those Q&A in his own blog. I put it together here because it’s a bit hard to read 7 articles separately. I left out couple tables because it’s hard to paste. I’m interested in the Chinese housing for two reasons: 1)
Reading Time: < 1 minute William Ding Lei is the founder, and Chairman of NetEase. He talked a little on the bubble in the stock markets during an interview lately (link here). I shared Ding Lei’s insights because he has been through the full cycle of the stock market: right after NetEase (NTES) came to Nasdaq in 2000, the dot
Reading Time: 2 minutes It looks like it. On Monday Jan 21 we have the biggest drop of global stock markets in recent years (see the quoted news below). I want to talk a little about the Chinese market in specific. It appears to me two pieces of news helped driving the market down. The huge secondary offering of
Reading Time: < 1 minute Quoting Reuter News: E-House China (EJ), filed with U.S. regulators on Thursday for an offering of $175 million of its American depositary shares. Note the company recently formed alliance with some major home builders in China (read the news from CNNMoney). Now they are asking more money from the market, the shareholders (old or new).
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