Article Bloomberg
China should buy US-listed China Stocks!!!!!!!!!!!!!!!!!!!!!
Friday, July 29, 2011
Thursday, July 28, 2011
Wednesday, July 27, 2011
China Nutrifruit Begins Fiscal Year 2012 Production Season
-- Concentrate juice production capacity increases by 50%
Press ReleaseTuesday, July 26, 2011
Monday, July 25, 2011
Saturday, July 23, 2011
The GM Story: How Business Really Gets Done in China
China is the world's largest auto market, yet it is unknown territory for many Western auto executives. Michael Dunne's lively account of General Motors' difficult adjustment to China's brand of capitalism is a fun and informative read for anyone who wants to know how business really gets done in China.
Wiley & Sons this month is publishing "American Wheels, Chinese Roads: The Story of General Motors in China." The author, Detroit native Michael Dunne, is president of Dunne & Co., a Hong Kong-based investment advisory firm that specializes in Asia's automotive markets. Dunne has spent the past two decades working in Beijing and Shanghai. He currently divides his time between China and Jakarta, where he lives with his wife, Merlien, and their three children.
Chapter 9, "Signing the Deal," details GM Chairman Jack Smith's awkward encounter with Chinese protocol as he tries to arrange a signing ceremony for GM's joint venture with Shanghai Automotive Industry Corp. The J-V, Shanghai General Motros Co. Ltd., has become one of China's leading automakers.
U.S. Retailers Take a Licking in China
Article The Motley Fool
One of the only US retailers that is veryyyyyyyyyyyyyy succesful in China is KFC (Yum Brands)
One of the only US retailers that is veryyyyyyyyyyyyyy succesful in China is KFC (Yum Brands)
Thursday, July 21, 2011
How Chinese Investors Invest in China
Article The Motley Fool
Highlight
It's bad everywhereIn fact, fraud is likely also a problem on Chinese exchanges. Chinese money managers we talked with during our recent research trip to the country estimated that somewhere between 20% to 40% of Chinese listed companies are misrepresenting themselves to investors in some fashion. To corroborate this point, a local audit professional revealed that it can take days for a bank in China to confirm corporate cash balances for Chinese companies, with the auditor suspicious that the bank is calling the company to ask what the balance should be.
If you read the article completely you could conclude that China listed stocks in the US have higher corporate governance than stocks listed on exchanges in China. So in China there are more frauds than in the U.S.!
So in the end it could be that many institutional investors are going to buy US-listed China stocks instead.
Maybe I am just dreaming and hoping that US-listed China stocks go higher day after day.............................it's time to go to bed!
Highlight
It's bad everywhereIn fact, fraud is likely also a problem on Chinese exchanges. Chinese money managers we talked with during our recent research trip to the country estimated that somewhere between 20% to 40% of Chinese listed companies are misrepresenting themselves to investors in some fashion. To corroborate this point, a local audit professional revealed that it can take days for a bank in China to confirm corporate cash balances for Chinese companies, with the auditor suspicious that the bank is calling the company to ask what the balance should be.
If you read the article completely you could conclude that China listed stocks in the US have higher corporate governance than stocks listed on exchanges in China. So in China there are more frauds than in the U.S.!
So in the end it could be that many institutional investors are going to buy US-listed China stocks instead.
Maybe I am just dreaming and hoping that US-listed China stocks go higher day after day.............................it's time to go to bed!
Wednesday, July 20, 2011
TechFaith Wireless Technology Limited (CNTF) Just A Matter Of Time
With all the media coverage of allegedly fraudulent Chinese companies, Chinese share prices overall have suffered, including that of many companies that clearly do really exist and make money every day. In other words, babies are being thrown out with bath water and that usually spells opportunity.
One of these companies that will blossom is TechFaith Wireless. Check out their latest presentation!
Company Presentation July 2011
One of these companies that will blossom is TechFaith Wireless. Check out their latest presentation!
Company Presentation July 2011
Tuesday, July 19, 2011
Longwei Petroleum (LPH) The Next Rebound Winner
I really like the website Star Analyst Online of Kevin Chen. He made a complete study of Longwei (LPH). READ his latest piece: Longwei Petroleum (LPH) Power of Vertical Expansion and Alternative Growth Strategy
Personally I think we have seen the bottom in the US-listed China (RTO) Stock Space. So pay close attention to a rebound in a lot of China stocks that are trading below cash or have a P/E below 5.
We will see normalized stock prices again, it's just a matter of time!
Personally I think we have seen the bottom in the US-listed China (RTO) Stock Space. So pay close attention to a rebound in a lot of China stocks that are trading below cash or have a P/E below 5.
We will see normalized stock prices again, it's just a matter of time!
Monday, July 18, 2011
Artificial Life Announces New Business Strategy
I am not a visionary but after my article about Artificial Life (ALIF), the company came with a Press Release.
Company transforms into global mobile investment holding with BRICS focus.
However, our stock price and market cap have not followed this success story and our stock price has now reached such low levels that are in no way satisfying. Therefore, we made the strategic decision to change our business model and goals. We believe this is necessary and appropriate now and in the best interest of all our shareholders.
Bullshit of course if Accounts Receivable (AR) was acceptable and accounting firms were not questioning the financials of the company, management was right with their statement.
Company transforms into global mobile investment holding with BRICS focus.
However, our stock price and market cap have not followed this success story and our stock price has now reached such low levels that are in no way satisfying. Therefore, we made the strategic decision to change our business model and goals. We believe this is necessary and appropriate now and in the best interest of all our shareholders.
Bullshit of course if Accounts Receivable (AR) was acceptable and accounting firms were not questioning the financials of the company, management was right with their statement.
Subscribe to:
Posts (Atom)
Posts
