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.

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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

Thesis
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.

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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.

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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").

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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 (www.ndrc.gov.cn).

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Interesting especially for stocks such as LPH, etc.