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Charlie You  

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  • Xinyuan Real Estate: What To Look For Going Forward [View article]
    Your calculation in the inventory and sales section is wrong.

    Also, regarding the dividend and shares buyback, I think management is likely to continue unless they want to tank the stock below $2. If you read the recent revision to the $400m debt indenture to allow XIN more flexibility for financing, you would notice that for 2015, 2016 and 2017, XIN can use $35m each year to do the dividends and share buyback.
    Feb 23, 2015. 02:34 PM | Likes Like |Link to Comment
  • Xinyuan Real Estate - 2014 Sales Above Expectation, Recovery Underway [View article]
    Great article! Totally agree with your opinion. XIN currently is my biggest position and will add more if it goes down on Friday.
    Feb 20, 2015. 02:04 PM | 2 Likes Like |Link to Comment
  • Despite Significant Drop, Yandex Shares Remain Overvalued [View article]
    If Google gets out of Russia completely due to the data storage law, what will be the effect on YNDX valuation in your opinion?

    Thanks,
    Jan 28, 2015. 03:20 PM | Likes Like |Link to Comment
  • Xinyuan: A Cheap Housing Stock [View article]
    Because it sold shares to TPG at $5.48, this price is lower than book value.
    Jul 29, 2014. 03:22 PM | Likes Like |Link to Comment
  • Xinyuan: A Cheap Housing Stock [View article]
    I say book value for the whole company not book value per share.
    Jul 29, 2014. 02:56 AM | Likes Like |Link to Comment
  • Xinyuan: A Cheap Housing Stock [View article]
    The decrease in book value is totally due to company's repurchase of stocks. As a result, treasury stock increased and shareholders equity went down. Not a concern at all.
    Jul 23, 2014. 01:32 PM | 1 Like Like |Link to Comment
  • CTC Media: Growing Fast And Paying 7% [View article]
    What's your view regarding the threat from non-free-to-air TV such as cable? I heard the cable TV has increased quite a bit in terms of audience share.
    Mar 29, 2014. 11:19 PM | Likes Like |Link to Comment
  • Fraud Or No Fraud, NQ Mobile Is A Gamble [View article]
    Yes, I'm short. I always put money where my mouth is. The risk-reward for shorting NQ is extremely compelling even at $9.

    BTW, if you can't tell that NQ is a fraud, stay away from Chinese stocks.
    Oct 28, 2013. 05:16 PM | Likes Like |Link to Comment
  • Fraud Or No Fraud, NQ Mobile Is A Gamble [View article]
    NQ is highly likely a fraud.
    Oct 26, 2013. 11:33 PM | 1 Like Like |Link to Comment
  • Shanda Games: Is There Light At The End Of The Tunnel Under New President? [View article]
    Mr. Tunghai Chien is Korean, not Taiwanese.
    Jul 23, 2013. 03:52 PM | Likes Like |Link to Comment
  • China's Online Video Game Companies: Safe Haven In Stormy Times [View article]
    Both Omer and pgace123 are right. NCTY is way riskier but the potential reward is much higher, so it depends on your risk tolerance and investment objective. Personally NCTY is a bit too much for my risk profile. Also, I don't like the NCTY's CEO, he did some crazy things in the past and sometimes seems not very rational. Anyway, that's only my humble opinion.
    Jul 16, 2013. 02:03 AM | Likes Like |Link to Comment
  • China's Online Video Game Companies: Safe Haven In Stormy Times [View article]
    It's extremely hard to predict how a new game will perform in the market. Also, strong uptake doesn't necessarily mean the game has staying power going forward. That's why I used a portfolio approach and spread out a bit. Valuation is my No. 1 criteria in picking video game stocks.
    Jul 15, 2013. 01:34 PM | 1 Like Like |Link to Comment
  • Now Is The Perfect Time To Play The Shanda Game [View article]
    Net asset Netting out intangible and goodwill is around $530M. Plus Actoz share value of $240M equals $770M. Minus some double counting of Actoz, I would say its about its current market cap. But GAME made $200M in non-gap earning in 2012 alone. Very cheap.
    Apr 24, 2013. 04:19 PM | Likes Like |Link to Comment
  • Now Is The Perfect Time To Play The Shanda Game [View article]
    CYOU is so dependent on only one game. Also, its ARPU is extremely high. That's why market give it a low multiple.
    Apr 24, 2013. 02:20 PM | Likes Like |Link to Comment
  • Now Is The Perfect Time To Play The Shanda Game [View article]
    Yes, you are right about hiring too many celebrities for Rift. It's extremely unwise to pay dear for three celebrities while only offer about 14 days of free play for games. Maybe one celebrity endorsement and 40 days of free play would have done better.
    Apr 23, 2013. 10:21 PM | Likes Like |Link to Comment
COMMENTS STATS
71 Comments
42 Likes