Snow, Baidu, Chesapeake, Pilgrim’s Pride

Reading Time: 2 minutes (Update) Felt I am like a car-thief today: had to climb from back seat to front seat, because the front doors were frozen due to snow. Don’t know how the by standers felt? (Original) It started to snow here in St. Louis, yesterday morning I saw a little bit snow on the car, this morning… Continue reading Snow, Baidu, Chesapeake, Pilgrim’s Pride

Baidu: got a bit evil?

Reading Time: < 1 minute On Nov 17, Baidu (Nasdaq: BIDU), China largest web search company got a huge blow in the market as the news of “Baidu placed “faked doctors and drug ad” broke (see BW for more details). This reminds me of the Focus Media (Naqdaq: FMCN) Spam text messaging story about 7 months ago. In both cases… Continue reading Baidu: got a bit evil?

Weekend thoughts w/e 051008

Reading Time: 2 minutes Baidu, Google China Keso wrote this Chinese article a while back Who is Google China’s opponent? He is talking about the difference between Baidu (Nasdaq:BIDU) and Google, and he thinks Baidu has created a brand and a series of products, and consequently built a moat to fend off Google and other competitors. This is confirmed… Continue reading Weekend thoughts w/e 051008

Top 10 Chinese global brands

Reading Time: < 1 minute Financial Times did a Top 10 Chinese global brands survey recently. And here are the winners. Did you notice anything interesting? I noticed BoC, Air China, China Mobile, China Telecom, Sinopec, CCB are state owned (majority owned); while Lenovo, Tsingtao beer, Haier and Baidu are public companies. I am a little puzzeled why ICBC and… Continue reading Top 10 Chinese global brands

Lessons from Longtop

Reading Time: < 1 minute Well, Longtop did not turn out to be long top, it was a short top if you will. I sold most of the shares today (still 50 shares pending in Scottrade). The problem with Longtop (LFT) is not fundamental, it’s rather valuation. In current market, I think an unproven Chinese financial software (IT service) company… Continue reading Lessons from Longtop

China Merchants Bank opened NY branch

Reading Time: < 1 minute Week in review 11/04 to 11/10 1) Shanghai Univ of Finance and Economics, or SUFE, is celebrating its 90 years annaversary. SUFE also launched Shanghai consumer/investor confidence index, similar to Univ of Michigan consumer confidence index.

Focus Media FMCN is hotter than BIDU

Reading Time: 2 minutes It seems not very intuitive that Focus Media (FMCN), a LCD media advertising company, has done better than Baidu (BIDU), the No. 1 search engine in China. After all , putting up the LCD screen, soliciting the advertising customers, and creating those short films are not high tech as “search engine”, which involves creating a… Continue reading Focus Media FMCN is hotter than BIDU