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Andy Li, CFA  

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  • Top 3 Reasons to Buy China Ming Yang Wind Power [View article]
    Dude,

    You should do your own due diligence.
    It's very clear that the banks have issued reports with price targets.
    Several links could tell the story:
    online.wsj.com/article...
    online.wsj.com/article...
    Nov 16, 2010. 04:18 PM | Likes Like |Link to Comment
  • China Ming Yang: A Clean Star With Huge Growth Potential [View article]
    Analyst updates on MY:
    Maxim Group , "Buy" - PT $18
    Credit Suisse, "Outperform" - PT $16.1
    Wait for Morgan Stanley and Bank of America- Merril Lynch
    Nov 10, 2010. 12:05 AM | Likes Like |Link to Comment
  • Le Gaga: Fastest Growing Major Vegetable Producer in China [View article]
    China has rebalanced from export-dominating economy to consumption-dominating economy.
    Agricultural industry in China has a very bright future and there are 1.5 billions people need to be fed!
    Nov 5, 2010. 12:48 PM | 1 Like Like |Link to Comment
  • Le Gaga: Fastest Growing Major Vegetable Producer in China [View article]
    Hi Nighteg,

    You asked questions about NEWN, which had nothing to do with GAGA.
    Why not post your questions on my NEWN post?
    Please do not send private message to request answers for specific stocks.

    Thanks,
    Andy
    Nov 5, 2010. 09:37 AM | Likes Like |Link to Comment
  • Le Gaga: Fastest Growing Major Vegetable Producer in China [View article]

    Auditor :
    KPMG LLP

    Transfer Agent :
    Citibank, N.A

    Lead Underwriter(s):
    BofA Merrill Lynch
    UBS Investment Bank

    Underwriter(s) :
    Oppenheimer and Co., Inc
    Piper Jaffray & Co.
    Nov 4, 2010. 08:46 PM | 1 Like Like |Link to Comment
  • Le Gaga: Fastest Growing Major Vegetable Producer in China [View article]
    Chaoda Modern Agriculture (HK:0682) was questioned a financial fraud and that's the reason why it was traded with low P/E and P/B.
    Nov 4, 2010. 09:34 AM | Likes Like |Link to Comment
  • China Ming Yang: A Clean Star With Huge Growth Potential [View article]
    Atkins,
    First I won't say MY is a Chinese small-cap stock with 1.39B market cap by Yahoo Finance.
    Second, I agree with you that relationships of MY with government are key factors to be considered.
    As far as I know, MY has a very good relationship with local government(Guang Dong Province) and some other evidences are shown below.
    1. Total of 66 investment projects are reported to the Chinese central government this year for 5.7 billion RMB and Ming Yang received 60 million RMB to support its business.
    2. Ming Yang received 51 sets of SCD wind turbine orders from the government, which shows a strong relationship!
    3. In addition, Ming Yang has signed offshore wind farm development agreements with the government of Rudong county, Jiangsu Province and two new energy subsidiaries of China Huadian Corporation ("Huadian") and China Huaneng Group ("Huaneng"),two of China's largest wind power developers.
    Oct 29, 2010. 02:49 PM | 1 Like Like |Link to Comment
  • China Ming Yang: A Clean Star With Huge Growth Potential [View article]
    BestStockPicker,

    AMCF is runned by Rodman & Renshaw
    Newbridge Securities.
    MY is runned by Morgan Stanley, Bank of Ameirca- Merril Lynch
    and Credit Suisse.
    IPO runned by second/third tier I-banks usually have favorable multipliers but less promising future.
    Investments are not purely based on multipliers but detailed fundamental analysis.
    Oct 28, 2010. 09:39 AM | 2 Likes Like |Link to Comment
  • Why New Energy Systems Is Likely to Benefit From Apple's Rally [View article]
    Remember what Peter Lynch say in his "One Up On Wall Street"?
    It's quite often that Wall Street ignores the Ten-baggers.
    Individual investors should do your own due deligence to identify investment opportunities. Simply following wall street has no good for investors.
    I am not worrying about A/R because revenue grows even faster and that's typical when a company begins to expand quickly.
    Oct 21, 2010. 10:21 AM | Likes Like |Link to Comment
  • Kanghui Holdings: A Bright and Shining Star in the IPO Market [View article]
    P/E of 80 can not be correct.
    I would suggest you to read latest prospectus and figure it out.
    Sep 19, 2010. 02:59 AM | Likes Like |Link to Comment
  • Kanghui Holdings: A Bright and Shining Star in the IPO Market [View article]
    Another IPO, AMBO ended its quiet period on 9/13/2010 and became covered by JP Morgan on 9/14/2010.
    Based on this, I would expect KH to be covered within next two weeks.
    Stay tuned!
    Sep 16, 2010. 07:43 PM | Likes Like |Link to Comment
  • Kingold Jewelry: A Triple Winner [View article]
    This is a stock with 1:2 reverse split.
    Any dilution ahead for this stock? It can be easily attacked by short sellers nowadays.
    Sep 15, 2010. 04:21 AM | Likes Like |Link to Comment
  • Kanghui Holdings: A Bright and Shining Star in the IPO Market [View article]
    As I explained in the article, one ADS represents 6 ordinary shares. So the actual P/E for KH is 80/6 ~13 .
    Yahoo Finance fails to deliver the right number in most cases.
    Sep 15, 2010. 04:16 AM | 1 Like Like |Link to Comment
  • Six Reasons to Buy Ambow Education [View article]
    Two analysts have added coverage on AMBO.
    www.streetinsider.com/...
    JP Morgan's PT is 12$ with Overweight rating.
    Sep 14, 2010. 01:53 PM | 1 Like Like |Link to Comment
  • The Myth of Underperforming Chinese Reverse Mergers [View article]
    This is well said!
    Very good analysis and Barron's article should be considered as another short attack IMO!
    Sep 13, 2010. 06:55 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
36 Comments
28 Likes