Tag: MR

Reading Time: < 1 minute Here are the results. The important thing is they beat the est. and raised the guidance again. I also listened to its conference call, some interesting information: 1) The company plans to increase its international sales headcount to more than 200 people by the end of 2007 and to open offices in Amsterdam, Mexico City,

stlplace
August 6, 2007

Reading Time: < 1 minute I need to listen to the following calls because I hold those stocks. Today: CROX, I don’t want to speculate on this one…too much buzz lately. Next week 07/31: SNIC, have no idea. 08/01: SBUX, the expecation is more reasonable this time, I don’t expect block buster quarter but I think they should be OK

stlplace
July 26, 2007

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

stlplace
July 25, 2007

Reading Time: < 1 minute MR closed above HMIN the first time since its IPO last Sept. MR closed at 30.89, while HMIN closed at 30.81. This comparison is mostly for fun. But seriously I do think HMIN is increasing under competitive pressure in China. Here is another hotel chain, Hanting Hotels, founded by Ji Qi, the co-founder of Ctrip

stlplace
July 23, 2007

Reading Time: < 1 minute (Update July 19) CNNMoney has an article about Mindray (the original article was on IBD). (Original) The annual report is out. You can get it from its IR Home. From first glance, it’s looking sharp (I mean, the graphic design). Second quarter results will be announced on August 6 after US market close (8 AM

stlplace
July 18, 2007

Reading Time: 2 minutes (Update June 25) Fuwei has a news release regarding this today. (Update June 19) The stock (FFHL) got a big lift (18%) today. Major’s rule No. 2: stock moves when Major mentions it at stlplace, e.g., EDU (mentioned in June 9) and FFHL. Some speculative Chinese stocks got big move too, e.g. EFUT is up 30% today. Seriously I am not saying Fuwei is

stlplace
June 18, 2007

Reading Time: < 1 minute Yesterday they did a presentation at Goldman Sachs 28th Annual conference (no web cast). Today they announced two new products getting FDA approval. The following picture is BC-3200, a hematology analyzer.

stlplace
June 14, 2007

Reading Time: 2 minutes HMIN looked cheap these days, should we jump in and buy it? I have both MR and HMIN, and as a matter of fact, I bought some more HMIN after its disappointing earning report. My mistake. You may think because HMIN has been to $49, and now it’s trading $29.50, isn’t a big discount? Yes or

stlplace
May 30, 2007

Reading Time: 2 minutes This is the report. From the Conference call, it appears they made a mistake on the announcement, I believe there was a typo on the first bullet (should be 40% rather than 24.7% YoY if exclude the large bid in 2006) My comments on the results:  

stlplace
May 14, 2007

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

stlplace
May 11, 2007
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