Wednesday, December 19, 2012

SkyPeople Fruit Juice An Undervalued Healthy Growth Stock

Article Seeking Alpha

Friday, November 16, 2012

China Digital TV Holding - More Questions Than Answers

To receive a special dividend is always a nice gesture from a company. Most shareholders love dividends. But why give away such a large stack of your cash value on your balance sheet?

In a press release from Monday, China Digital TV (STV) announced that it is declaring a special cash dividend of $2.30 per share. It is to be paid in two installments of $1.00 and $1.30 on or around Dec. 3, 2012, and Feb. 4, 2013, respectively.

Read more on Seeking Alpha

Q3 Results US-listed China Stocks

Many US-listed China companies published their Q3 results already. In general we can conclude that the results are good. However, some of them are worrisome.  TRIT for example.............pffffffffffff

Wednesday, November 7, 2012

China Techfaith: An Immensely Undervalued Stock Likely To Go Private

In this article I will argue that smartphone and social gaming developer and distributor China Techfaith Wireless (CNTF) is an immensely undervalued stock, whose value is being almost completely ignored by the market, and, as such, will likely be the next recipient of a "going private" proposal.

Read more on ................
Article Seeking Alpha

I agree with the author that it is heavily undervalued. In 2005 this company was IPO'd by Merrill Lynch, but unfortunately it didn't flourish. They are in a transformation process, so we will see if it leads to results.

Monday, November 5, 2012

3 Profitable Companies In China's Sewage Treatment Market

China and India will not have enough fresh water to meet their needs before 2030, according to a report released in August this year. The Yangtze River, the longest one in Asia and the third longest in the world, is a significant part of China's economy-- but its waters suffer from industrial pollution.

More on Seeking Alpha

Friday, November 2, 2012

Trunkbow Int. Going Private

Funny I had already two weeks an article on Trunkbow International (TBOW) for posting on Seeking Alpha, but I wasn't yet finished with polishing.

Today they announced that they are going private.

Trunkbow International Holdings Limited (TBOW) ("Trunkbow" or the "Company"), a leading provider of Mobile Payment Solutions ("MPS") and Mobile Value Added Services ("MVAS") in the PRC, today announced that its board of directors has received a preliminary non-binding proposal letter, dated November 2, 2012, from Hou Wanchun, Chairman of the board of directors of the Company, and Li Qiang, Chief Executive Officer and a director of the Company (together, the "Consortium Members"), that proposes a "going-private" transaction involving the acquisition of all of the outstanding shares of the Company's common stock (the "Shares") not beneficially owned by the Consortium Members at a price of US$1.46 per Share in cash (the "Acquisition").


Thursday, November 1, 2012

China prioritizes use of natural gas by vehicles, ships

(Reuters) - China unveiled on Wednesday a natural gas policy designed to spur the transport sector's use of the cleaner-burning fuel, and particularly of liquefied natural gas (LNG), as the world's second-largest user of fuel reins in consumption of dirtier oil.
Besides homes, utilities and factories, the government for the first time targeted the transport sector, covering buses, taxis, trucks, and vessels as preferred users of natural gas, according to a document published on the website of the National Development & Reform Commission (

Read more

Interesting especially for stocks such as LPH, etc.

Tuesday, October 30, 2012

China Is Looking Good In Q4

Article Seeking Alpha

China's SMEs Access The Bond Market

As financings go, the $7.8 million of three-year bonds that Tri-Tech Holding, Inc. (TRIT) issued last month will not set any records for size. The significance of the financing, however, lies in the fact that it foreshadows a promising new source of capital for China’s small and medium-sized private companies.


Wednesday, October 24, 2012

Betting on China: Chinese Stocks, American Stock Markets, and the Wagers on a New Dynamic in Global Capitalism

I just ordered this book and I am curious what the author has to say. Betting on China takes readers on an illuminating journey into the often confusing and poorly understood world of Chinese stock issuances in America.

Tuesday, October 23, 2012

Quote Of The Day

Buy when you are scared to death; sell when you are tickled to death.

I guess this applies especially for US-listed China stocks. Focus on quality and legitimate companies: Guanwei Recycling (GPRC), Bona Film Group (BONA), Giant Interactive Group (GA), Longwei Petroleum  Investment Holdings (LPH), Trunkbow Int. (TBOW), Tri-Tech Holding (TRIT). Of course there are more legitimate US-listed China stocks, but this was just a selection. All of them are still not going private.

Friday, October 19, 2012

Deyu Agricultural (DEYU) Ready To Fly Soon

Deyu Agriculture Corp. (DEYU) is a vertically integrated producer, processor, marketer and distributor of organic and other agricultural products made from corn and grains operating in China's Shanxi Province. The company has access to over 109,000 acres of farmland in Shanxi Province for breeding, cultivating, processing, warehousing and distributing grain and corn products. Deyu has an extensive wholesale network in over 15 provinces and a retail distribution network of approximately 20,000 supermarkets and convenience stores in 29 provinces across China. Deyu's facilities include advanced production lines and modern warehouses with a total production capacity of over 105,000 tons for grain products, storage capacity of over 100,000 tons and annual turnover of 700,000 tons for corn products.

The company announced that effective October 11, 2012, the Board expanded the number of members serving on the company's Board from five to seven in accordance with the company's bylaws, and subsequently filled the vacancies created by the expansion by appointing Mr. Greg Chen and Mr. Jan Poulsen to serve on the Board until the next following annual meeting of the stockholders of the company, at which such directors shall be eligible for election by the stockholders.

Additionally, Mr. Chen was appointed the President of Deyu, where his responsibilities shall include assisting the Company with its international and domestic market development, enhancing the company's investor relations programs and the execution of those programs and assisting the company with its corporate and operational strategies and business planning.

It seems that the company is looking to uplist to a major exchange. This could become a liquidity play if IR efforts really take off. Liquidity is very low at this moment but this gives risk seeking investors a chance to profit from the current low price. This company definitely deserves some deeper research, especially because of the attractive P/E and book value. 

News release

Tuesday, October 16, 2012

An Exodus Of U.S.-Listed China Stocks Is Inevitable

Article Seeking Alpha

Monday, September 3, 2012

China Presents Big Opportunity For Hollywood

Article Seeking Alpha

Sunday, August 26, 2012

China's Leveraged Buyout Spree Not Ending

Article Seeking Alpha

Wednesday, August 15, 2012

Trunkbow Int. (TBOW) enough phantasy left!

Q2 results

Q2 results not as bad as it seems. A steal below $1, especially for the future..............

This company needs special attention and maybe some coverage at SA.

American Lorain (ALN) Q2 results

Q2 results

2012 Second Quarter Financial Review
American Lorain Corporation
Selected Financial Statements in USD ($ in 000s)

3 months ended

3 months ended
% Increase /






Cost of Revenues



Gross Profit



Gross Profit Ratio



Income from operations



Earnings before tax



Net income attributable to common stockholders


Diluted earnings per share



Weighted average diluted shares outstanding


Sino Gas International Holdings Q2 Results

Q2 numbers
Sino Gas International Holdings, Inc.
Consolidated Statements of Income
For the three months and six months ended June 30, 2012 and 2011
(Stated in US Dollars)
Three Months Ended Six Months Ended
Note 6/30/2012 6/30/2011 6/30/2012 6/30/2011
Sales revenue 2(p) $ 10,819,666 $ 7,875,152 $ 21,573,269 $ 15,861,422
Cost of revenue 6,472,799 5,472,200 14,539,830 11,038,044
Gross Profit 4,346,867 2,402,952 7,033,439 4,823,378
Operating Expense
Selling expense 749,948 501,291 1,515,635 1,078,152
General and administrative expense 1,126,767 950,168 2,084,131 2,186,056
Total operating expense 1,876,715 1,451,459 3,599,766 3,264,208
Operating Income 2,470,152 951,493 3,433,673 1,559,170
Other Income/(Expense)
Gain on disposal of property and equipment - 1,115,903 - 1,115,903
Other income 12,362 10 34,699 345
Other expense (8,352 ) (43,257 ) (127,094 ) (47,220 )
Interest income 54,647 3,463 155,965 5,528
Interest expense (853,461 ) (501,687 ) (1,625,765 ) (963,409 )
Total other income/(expense) (794,805 ) 574,432 (1,562,195 ) 111,147
Income before tax 1,675,348 1,525,925 1,871,478 1,670,317
Income tax 2(r),12 (91,182 ) (316,646 ) (329,439 ) (354,483 )
Gain/(Loss) from discontinued operations, net of tax - 105,093 - 105,093
Net income 1,584,166 $ 1,314,372 $ 1,542,039 $ 1,420,927
Net income (loss) attributable to:
Common stockholders $ 1,584,292 $ 1,336,138 $ 1,542,968 $ 1,456,659
Non-controlling interest $ (126 ) $ (21,766 ) $ (929 ) $ (35,732 )
Earnings per share 2(z),13
Basic $ 0.05 $ 0.05 $ 0.05 $ 0.05
Diluted $ 0.05 $ 0.04 $ 0.05 $ 0.05
Weighted Average Shares Outstanding
Basic 31,793,698 27,157,513 31,793,698 27,157,065
Diluted 31,793,698 36,501,007 31,793,698 27,157,065
Book Value $ 2.58
Cash P/S $0.20

Stock Price $0.43

Low liquidity stock but could spike in the nearby future. On April 28, 2012, Mr. Liu submitted a non-binding proposal letter to the Board of Directors (the “Board”) of the Company (the “Proposal Letter”) for the acquisition of all of the Publicly Held Shares (the “Proposed Transaction”). In the Proposal Letter, Mr. Liu, among other things: (i) proposed to acquire the Publicly Held Shares for $0.48 per share; (ii) reported to the Board on the status of his discussions with potential sources of debt financing; (iii) expressed his intention to finance the Proposed Transaction with a combination of debt and equity, with himself providing the necessary equity from his own holdings of Common Stock; (iv) indicated that he currently has no arrangements with potential sources of debt or equity financing, and that he does not propose to enter into any exclusivity agreement prior to reaching transaction terms approved by the Board; and (v) upon the Board’s approval, he is prepared to proceed with arranging financing and to finalize the terms of the Proposed Transaction in definitive transaction documents.