Found a Bug in Home Inns Rujia

Reading Time: 2 minutes I’m sorry being a flip-flopper here, because I was bullish on its stock until last Thursday. But like many things in life, I think sometimes it’s worthwhile to have a second look, this is especially true on investment. It’s no good to hold on a stock “no matter what”, or “fall in love with a stock or a company”,… Continue reading Found a Bug in Home Inns Rujia

Home Inns Q1 Results

Reading Time: 2 minutes Here are the results. I listened to Home Inns Q1 conference call (see the scripts here). Some of the positives: 1) Revenue growth 65% Year over Year. Profit did not follow because of foreign change loss, tax expense and share based compensation. Note the foreign exchange loss won’t be one time as they continue moving the IPO… Continue reading Home Inns Q1 Results

Mindray, Home Inns to Report Earnings

Reading Time: < 1 minute Mindray (meeting announcement): 8:00 PM on May 14, 2007 U.S. Eastern Time (8:00 AM on May 15, 2007 Beijing/Hong Kong Time). Dial-in details for the earnings conference call are as follows:      Hong Kong:     +852-3002-1672      US Toll Free:  +1-866-271-6130      International: +1-617-213-8894      Passcode for all regions: Mindray Home Inns (meeting announcement): 9 PM on… Continue reading Mindray, Home Inns to Report Earnings

Check into Home Inns HMIN again

Reading Time: < 1 minute I bought some Home Inns (HMIN) again yesterday. Not surprisingly the stock dropped after I bought it, as things usually happen that way. But my time frame is from couple months to couple years, so I am not worried. The recent weakness of the stock is expected due to the new offerings and lock up expiration.… Continue reading Check into Home Inns HMIN again

07 First Quarter Review

Reading Time: < 1 minute The first quarter is behind us. Just like a public company reporting quarterly results and holding conference call, I am going to do a quick review of my little portfolio. This quarter is a quite rollercoaster for me, as it did for many investors. The Jan and Feb started fairly strong and at one time I… Continue reading 07 First Quarter Review

Xinhua Finance Media IPO Fiasco

Reading Time: < 1 minute Xinhua Finance Media Limited (XFML) did not turn out to be another Home Inns or New Oriental, at its IPO debut last Friday. Besides the difference of market sentiment then and now, I think the fundamental reason lies within the company and the business itself. First Xinhua Finance is in the media and advertising business. Note media industry is… Continue reading Xinhua Finance Media IPO Fiasco