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  • NQ Mobile, A Near-Term Road Map: Navigating Your Investment Through Uncertain Times [View article]
    They are writing some new stuff, so don't have time to comment. Time is money!

    Dec 12, 2013. 05:59 PM | 3 Likes Like |Link to Comment
  • NQ Mobile, A Near-Term Road Map: Navigating Your Investment Through Uncertain Times [View article]
    Congrats, an AAA article.

    Robert Zangrilli has to like this article as a historian. Odd, that he wrote an article about numbers he doesn't understand, while this article would fit more his profile.
    Dec 12, 2013. 04:07 PM | 3 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    The first thing auditors nowadays do if a short seller article pops up that claims cash is not there is verifying those claims by immediately starting up the confirmation procedures.

    If there was the slightest doubt about cash the auditor in question would resign right away. They simply are not taking the risk anymore such as in other cases (Longtop).
    Dec 6, 2013. 07:45 AM | 3 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    Most of them are reverse mergers stocks with questionable auditors. NQ is the opposite .
    Dec 5, 2013. 11:36 AM | 3 Likes Like |Link to Comment
  • Is The Money Real? [View article]
    Maybe Paulo got paid a nice sum of money to write something questionable? LOL ...............just kidding! A little bit odd that you wrote this article.
    Nov 21, 2013. 10:54 AM | 3 Likes Like |Link to Comment
  • NQ Mobile: Many Suspicious Recent Acquisitions [View article]
    Are you serious?

    I am getting bored of these fear mongering articles without any evidence of wrongdoing.

    Nov 18, 2013. 02:52 PM | 3 Likes Like |Link to Comment
  • NQ Mobile Using Sino-Forest Tactics To Delay The Inevitable? [View article]
    Nothing is proven, NQ has a legitimate and a viable business model. Why they would start business ventures outside China if they were fraudulent?
    Oct 28, 2013. 12:11 PM | 3 Likes Like |Link to Comment
  • Muddy Waters Initiates Coverage on NQ Mobile Inc. [View article]
    MW is tweeting like crazy. Do they have to defend their position?

    Just unbelievable and insane. MW you just lost your credibility!
    Oct 25, 2013. 09:31 AM | 3 Likes Like |Link to Comment
  • Market's Epic Mistake Causes Cleantech To Triple [View article]
    Rick and Geo are trusted observers and have quite a lot of experience in the China space, so I don't doubt their research.

    I am still having worthless shares in Lotus Pharmaceuticals. The company which the new CFO of $CLNT was checking or cooking the books.

    The problem with most US-listed China small caps is the lack of transparency and corporate governance.
    May 29, 2013. 03:26 PM | 3 Likes Like |Link to Comment
  • Some Thoughts About BlackBerry [View article]
    @MrAllister your profile describes that you work at Apple. Is English your native language, because I see a lot of grammatical errors?
    Apr 20, 2013. 06:33 PM | 3 Likes Like |Link to Comment
  • SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
    Chinese stocks have been beaten to death, I think most company's managements didn't know the pitfalls of a listing in the Western world and were blinded by the overwhelming stories US stock promoters were saying about the US capital markets.

    Chinese companies must play by different rules when listing in more mature markets like the US in order to stay competitive.

    Many class action lawsuits were filed against Chinese companies in federal courts for issuing false and misleading information or for omitting adverse facts that would have a material impact on the companies’ businesses. Moreover, even those Chinese companies that are not subject to lawsuits have suffered a dramatic drop in their share values as a result of negative publicity.

    These companies may not have been able to completely avoid lawsuits, but improved handling of information may at least reduce the risk of such suits, the costs incurred by a company as a result and the negative impact on a company’s stock price.

    Chinese companies who are either currently listed or are considering listing must thoroughly understand relevant laws and regulations in order to gain investor confidence. This is a necessary step to be competitive in mature international markets where there are sound legal systems, such as in the US. Every effort to come into compliance and remain in compliance should be made.

    These companies would also do well to study the major differences between the regulatory framework of a mature market, such as the requirements of the US Securities Exchange Commission and a developing market which has only begun to find its feet.

    The main purpose of information disclosure requirements is to require issuers and/or listed companies to disclose material information to investors so that they can make informed decisions. There are major differences in information disclosure practices between Chinese-listed companies and US-listed companies.

    In the Chinese stock market, many listed companies seek to meet the minimum disclosure requirements only and are reluctant to voluntarily disclose anything beyond that. This does not translate well in more mature markets, where favorable information is often shared and companies vary in how willingly they disclose negative information.

    In China, only a few cases where proper disclosures have not been made come to the attention of the regulators because these agencies are often operating with limited resources. Even when noncomplying companies are caught, penalties are rarely enforced.

    Also, many Chinese investors are too passive and at the same time not familiar with class-action lawsuits or other measures to protect their rights. Moreover, and in contrast to the US, many law firms in China are not very proactive in inciting litigation.

    On the other hand, most US-listed companies are more conscious of the importance of timely, adequate information disclosure and of maintaining positive investor relations. Many have investor relation officers devoted to investor inquiries and other relevant issues to secure trust and understanding with existing and potential investors.

    To boost investor confidence and be competitive in the US market, US-listed China stocks not only need to comply with information disclosure obligations under applicable laws and regulations, but need to be willingly transparent and interact with investors in a proactive and professional manner.

    Costs of noncompliance

    The repercussions of noncompliance may vary greatly between developing markets like China and mature markets. In China, costs of noncompliance are generally much lower than in the US. Not only because the legislation is less comprehensive and penalties are less severe, but more importantly because the penalties are rarely enforced.

    Costs of noncompliance for US-listed companies are much higher. Regulatory authorities can take enforcement actions including trading suspension, and law firms play a significant role in facilitating class actions against noncomplying companies as well as their officers and directors. Enforcement actions and litigation are not only highly costly and time consuming for US-listed China stocks, but often lead to share price decline, loss of investors and damage to the companies’ image. It’s always smart to take compliance seriously.

    Enforcement actions, class action lawsuits and negative publicity have already driven some US-listed China stocks to delist, and others are now considering delisting from the US stock market. For those who want to remain listed or are interested in listing, they should be aware of how crucial compliance, transparency and interaction with investors are to success.

    I would urge SkyPeople Fruit Juice (SPU) and other US-listed China stocks to consider paying a semi-annual dividend from their free cash flow and stay in good contact with their investor's base.
    Feb 25, 2013. 04:05 PM | 3 Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Sorry folks, but to give personal attacks to contributors goes much too far. Kevin was in good faith when he made an analyze of the company. He and many other contributors (including myself) couldn't know that LPH was a fraud. In my opinion the only person that knew what he was doing was the CEO himself.

    To blame contributors for investment losses is of course easy. Investing is taking risks and sometimes these risks are out of control.
    Feb 24, 2013. 11:24 AM | 3 Likes Like |Link to Comment
  • Pepsi - Too Much Froth [View article]
    I don't agree with your thesis, because the growth in emerging markets will offset the stabilization in mature markets with a factor two the years to come.

    The key growth items you will see in their snack business and healthy drinks. Especially in South East Asia they could double their revenues in a time frame of 4-5 years.
    Feb 17, 2013. 05:46 AM | 3 Likes Like |Link to Comment
  • China Central Television Coverage Of Longwei Petroleum Reinforces GeoInvesting's Findings Of Fraud [View article]
    I think it's good sign that the Chinese themselves also pay more attention to fraudulent companies in China.
    Jan 30, 2013. 11:11 AM | 3 Likes Like |Link to Comment
  • European Telecom Companies Face Crisis But Offer Long-Term Opportunities [View article]
    That is a very good question, I think I didn't mention it because I was looking to European countries that face difficulties and Germany is best in class.

    The story of DT is that the company expanded into the US and Eastern Europe to reduce dependence on its home market, which has been very competitive. DT responded with cost savings and price cuts and merged its German operations to become more competitive. DT has been changing its strategy and now aims to concentrate on Europe but the sale of the US mobile unit failed. In October 2012, DT announced to merge its US Mobile business into listed MetroPCS. The transaction enables an exit from the US at a later stage, which is positive. However lots of challenges remain. Rival SprintNextel got financial support from Japanese mobile operator Softbank and is speculated to launch a counter bid for MetroPCS.

    Anticipated synergies look ambitious and the new company will remain a distant number 4 in the U.S. mobile market focusing on lower quality customers. The deal is better than none but is no game changer.

    Q3 results were relatively solid. Guidance for 2012 including dividend per share was confirmed but management was more cautious on dividend. Analyst consensus already expects a 15% lower dividend in 2013. From a credit (bonds) perspective DT is an attractive defensive credit, because until now the company has reported predictable results, with robust top line margins and weakness in market share.
    Dec 8, 2012. 04:01 AM | 3 Likes Like |Link to Comment