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  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    An example of a company that got caught.
    http://bit.ly/Q2kXJ1
    Nov 9, 2012. 02:51 PM | Likes Like |Link to Comment
  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    I agree with you, I would like to hear also some comments from the author in question.
    Nov 9, 2012. 02:39 PM | Likes Like |Link to Comment
  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    All the auditors in China have cash confirmation procedures in place since 2011, so yes the cash on the balance sheet is for real.
    Nov 9, 2012. 02:28 PM | Likes Like |Link to Comment
  • 3 Profitable Companies In China's Sewage Treatment Market [View article]
    Thanks for your input.
    Nov 8, 2012. 10:05 AM | Likes Like |Link to Comment
  • 3 Profitable Companies In China's Sewage Treatment Market [View article]
    How would you benchmark it?

    TRIT is also a global company that has several projects outside China.
    Mexico (contract value $3.6 mln), Quatar ($8.3 mln), India ($42 mln). etc.

    Nov 8, 2012. 09:36 AM | Likes Like |Link to Comment
  • 3 Profitable Companies In China's Sewage Treatment Market [View article]
    Veolia 42.6 %

    http://bit.ly/YQ2KPO

    GE around 50% but this is combined with Power. So the exact number is much lower.

    http://invent.ge/T8zHTs
    Nov 8, 2012. 08:09 AM | Likes Like |Link to Comment
  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    That huge cash position has to be given back to the shareholders, they got $150 million from US-investors back in 2005 so a special dividend would be more than welcome.
    Nov 7, 2012. 02:12 PM | Likes Like |Link to Comment
  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    It is just a matter of time before CNTF is going private if the share price stays depressed.

    http://bit.ly/U9tt40

    The flurry of accusations and short attacks against Chinese companies, peaked, and then dropped off between mid-2010 and mid-2011 focused mainly on Chinese reverse mergers. A healthy cleaning has already taken place, so in my opinion the risk reward for US-listed China stocks is optimal right now.

    In no time CNTF could reach $3 again if their quarterly results are satisfactory.
    Nov 7, 2012. 01:15 PM | Likes Like |Link to Comment
  • China Techfaith: An Immensely Undervalued Stock Likely To Go Private [View article]
    I agree that this company lacks a good IR-representative.

    Further more I agree with the thesis of the author of this article.
    Nov 7, 2012. 12:03 PM | Likes Like |Link to Comment
  • 3 Profitable Companies In China's Sewage Treatment Market [View article]
    It could be, but I don't think so. TRIT could also be looking to some acquisition targets, that's why they issued some bonds some weeks ago.
    Nov 6, 2012. 03:57 AM | Likes Like |Link to Comment
  • 3 Profitable Companies In China's Sewage Treatment Market [View article]
    Veolia Water has been present in China since the 1980s through its subsidiary OTV-Kruger which specializes in water engineering. Its first water management contract was signed in 1997, a 20-year contract for the renovation, operations and maintenance of a water plant in the city of Tianjin. Today Veolia Water provides drinking water and wastewater services to both municipal and industrial clients across China, covering design and build, operation and maintenance, as well as full service concessions including distribution and customer services. Its contracts involve a total population of over 38 million inhabitants of whom over 27 million are served through full service concessions. The company employs more than 12,000 employees and manages 22 municipal contracts and six industrial contracts in half of the 34 provinces, municipalities, autonomous regions and special administrative regions in China.

    http://bit.ly/Su3YeA

    TRIT is a going private candidate if the stock price stays around these levels.
    Nov 5, 2012. 02:39 PM | Likes Like |Link to Comment
  • Cooling Down With Majesco Entertainment [View instapost]
    No, I guess we have to wait for the quarterly results.
    Nov 2, 2012. 02:58 AM | Likes Like |Link to Comment
  • Mondelēz: A Sweet Growth Stock [View article]
    Look at Japan and compare it with some emerging countries, such as China, Brazil and India. The Japanese didn't like it either in the past and now they are consuming like crazy.

    http://seekingalpha.co...
    Oct 29, 2012. 11:30 AM | Likes Like |Link to Comment
  • Ecolab: A Green Choice [View article]
    Thanks for the corrections. Okay so we have a new ranking, I will have a look. ECL also attracts sustainability funds, so that's a big plus.
    Oct 25, 2012. 05:07 PM | Likes Like |Link to Comment
  • The Expiration Of U.S. Tariffs: An Opportunity For China's Tire Industry [View article]
    Jeffrey,

    Did you visit Asia Carbon Industries (ACRB.OB)?

    Or do you have more information about this company.

    Best regards,
    DT
    Oct 18, 2012. 04:15 AM | Likes Like |Link to Comment
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