Category: China

Reading Time: < 1 minute By technical analysis (TA), I mean those candle charts, wave theory etc. Those are techniques day traders use frequently to make small profit out of price fluctuation. Nothing against it, but I feel those techniques are not useful for long term investors. Actually from I read, Buffett also learned all those stuff before, but obviously

stlplace
February 25, 2008

Reading Time: < 1 minute Heng Yuan Xiang, 恒源祥, a wool clothing brand started in Shanghai since 1927, is airing the following ad in China. This Olympics sponsor TV ad is reciting 12 Chinese zodiacs (like spam). I think that’s why it got attention and also how it annoyed people, and drew critism. Well, annoying or not, you can make

stlplace
February 16, 2008

Reading Time: < 1 minute A short while ago I decided not to short EDU. Today the EDU stock buy back program confirmed my reasoning. Here is their buy back plan (CNNMoney): New Oriental Education & Technology Group Inc. (NYSE:EDU) Thursday said its board had approved the buyback of 1 million American Depositary shares. The program is effective between Feb.

stlplace
February 14, 2008

Reading Time: < 1 minute According to my friend Wang Jianshuo (and he got it through CCTV), Chinese people sent 5 billion text messages (SMS) for the New Year Greeting. Separately, I picked up more China Mobile shares (CHL) today. Average down is not the best approach, I may sell some CHL (I bought at higher cost earlier) later on,

stlplace
February 7, 2008

Reading Time: < 1 minute The unexpected snow storm hit China hard, at the worst time it could find: the Chinese New Year, when billions of people travell to their home to be with their families. Here are some places that could use our little help. 1. China Snow Storm Disaster Relief Fund, the money will be forwarded to Red

stlplace
February 6, 2008

Reading Time: < 1 minute I wrote about the bubble of PetroChina during its Shanghai IPO last Nov. I understand lots of people in China (San Hu 散户) are under water on this one. Obviously they bought into this “the most profitable company in Asia” slogan touted by some institutions that wanted to dump their shares during IPO. Here I

stlplace
February 4, 2008

Reading Time: 2 minutes US Tax Rebate The US congress and president are on the same page for one thing: help every American buy an iPod (a.k.a. the tax rebate thing). For me while I am glad to get some of my tax dollor back (rather than been blew away in Iraq, or paying a Carribean trip for some

stlplace
February 4, 2008

Reading Time: < 1 minute I am always interested in recurring revenue business, debit/credit card transaction fee is one. Yucheng Tech (YTEC), the smaller rival of Longtop (LFT), is entering POS business this year. According to my friend Nawar Alsaadi’s analysis (quoted below): “POS Revenue projections The company mentioned in an investor presentation in February 2007 that the average business

stlplace
February 1, 2008

Reading Time: 2 minutes What is earning quality? As a new investor, I used to look at earning of a company heavily. I think earning is also the driver of a stock price in the wall street. If a company issues earning report which beats the street, and offers upbeat outlook for next quarter (or next year), the street

stlplace
January 31, 2008

Reading Time: < 1 minute I heard about the snow storm in China, and it hurt the “going home crowd” in terms of traffic. The situtation seems much more severe than I thought, from read the blog post from DBANotes and Wang Jianshuo. In recently days the Chinese stock market has dropped a lot too. Similar to the temporature. But

stlplace
January 28, 2008
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