Comments on STLPlace's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/stlplace/articles http://seekingalpha.com/article/157788-portfolio-management-wise-to-keep-some-cash?source=feed#comment-642409 642409 Sun, 23 Aug 2009 17:45:13 -0400 http://seekingalpha.com/article/157788-portfolio-management-wise-to-keep-some-cash?source=feed#comment-641925 641925 Sun, 23 Aug 2009 12:53:21 -0400
Wish we could vote up or down on the articles themselves.]]> http://seekingalpha.com/article/157788-portfolio-management-wise-to-keep-some-cash?source=feed#comment-641797 641797 Sun, 23 Aug 2009 11:26:24 -0400 http://seekingalpha.com/article/119651-mead-johnson-nutrition-ipos-today?source=feed#comment-409073 409073 Mon, 02 Mar 2009 08:56:19 -0500 ]]> http://seekingalpha.com/article/113355-tough-times-in-store-for-china-mobile?source=feed#comment-351676 351676 Who cares about disclosure? Especially when authors don't tell you > where they bought in? > > I'd rather know the author's conclusion? Would he buy CHA or not? > > > A very weak article!]]> Sat, 10 Jan 2009 11:27:18 -0500
CHL probably is still the best China telecom/wireless play, but as I said it faces two problems: the economy and the immature 3g standard. More update on the TDMA last week: CHL decided to rent the TDMA network from its parent (China Mobile Group). This is typical, just like China Mobile Group gave 500 M Yuan to China Telecom a short while ago. In other words, I am not too worried about the Capex of CHL, as its parent will likely to foot the TDMA bill, and also CHL has done aggressive depreciation on its GSM networks. But all this did not solve the key problem for CHL: how to win the 3G war in China using TDMA?

CHA maybe good for a trade, but it also has its share of problem. Note CHA was the parent of China Mobile 10 years ago, it got a lot legacy issues, now it got the weakest network (CDMA) from China Unicom. I would wait and see how the Sky wing campaign turns out.

On Jan 08 08:27 AM ArtfulDodger wrote:

> Who cares about disclosure? Especially when authors don't tell you
> where they bought in?
>
> I'd rather know the author's conclusion? Would he buy CHA or not?

>
>
> A very weak article!]]> http://seekingalpha.com/article/113355-tough-times-in-store-for-china-mobile?source=feed#comment-349609 349609 Thu, 08 Jan 2009 10:19:43 -0500 http://seekingalpha.com/article/113355-tough-times-in-store-for-china-mobile?source=feed#comment-349590 349590 Thu, 08 Jan 2009 10:10:16 -0500
]]> http://seekingalpha.com/article/113355-tough-times-in-store-for-china-mobile?source=feed#comment-349442 349442 Thu, 08 Jan 2009 08:27:47 -0500
I'd rather know the author's conclusion? Would he buy CHA or not?

A very weak article!]]> http://seekingalpha.com/article/113355-tough-times-in-store-for-china-mobile?source=feed#comment-348826 348826 Wed, 07 Jan 2009 13:28:20 -0500 http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-274445 274445 Mon, 06 Oct 2008 01:58:55 -0400 I would still invest in CHL because every one knows the government actions in the past have benefited the company greatly. Remember several years ago they exchange the senior management of China Mobile with China Unicom? Many actions like this are politically motivated to appease other factions in the government.]]> http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-273654 273654 Sat, 04 Oct 2008 21:02:51 -0400
Suppose a grandfather wanted give $500 to his elder son, but he does not have any money. So he asked younger son for $500. According to the tribal tradition, son can not say no to father. So the younger son agreed, but he does not have any money either. He knows his son (CHL) has $500 at bank. So he asked CHL... ]]> http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-273173 273173 Fri, 03 Oct 2008 21:15:53 -0400
A.]]> http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-272792 272792 Fri, 03 Oct 2008 12:59:43 -0400 http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-272738 272738 Fri, 03 Oct 2008 12:19:59 -0400 Does the regular dividend of Berkshire Hathaway "robs" the shareholders of GS??]]> http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-272461 272461 Fri, 03 Oct 2008 08:40:27 -0400 http://seekingalpha.com/article/71975-china-mobile-s-moat-worth-a-swim?source=feed#comment-165321 165321 Sat, 10 May 2008 00:39:06 -0400 http://seekingalpha.com/article/71975-china-mobile-s-moat-worth-a-swim?source=feed#comment-149709 149709 Sun, 13 Apr 2008 09:17:08 -0400 http://seekingalpha.com/article/71975-china-mobile-s-moat-worth-a-swim?source=feed#comment-149583 149583 Sat, 12 Apr 2008 20:50:41 -0400
Also China Mobile has an almost Monopoly (not really even a Duopoly) over the Chinese Market and they are lots and lots of people. The culture is to use mobile phone (ranging from Migrant workers wanting to keep in touch with freinds all the way up to the chinese Models wanting to look safisticated and lets not forget Chinese Business People that like to shout orders down the phone in public to show 'face'). Not only that China Mobile has a better network of shops that any Bank and are making good money. Even though there reporting is for sure very suspect. Evern the ADR.

Its a good play if people want to trade 'the buy China trade'

The downside is the Government will use this company to maintain employment levels at any cost in the event of a downturn. However I dont see no downturn, quite the opposite. All I see is wage differential getting bigger and middle/upper class getting richer through asset inflation appreciation. No doubt there will be some more opression of the poor to limit political risk. But whats new?



]]> http://seekingalpha.com/article/36416-home-inns-trading-short-term-profit-for-long-term-growth?source=feed#comment-87032 87032 Fri, 25 May 2007 11:31:45 -0400
www.pacificepoch.com/p.../]]> http://seekingalpha.com/article/36416-home-inns-trading-short-term-profit-for-long-term-growth?source=feed#comment-86967 86967 Thu, 24 May 2007 21:08:41 -0400 http://seekingalpha.com/article/29401-xinhua-finance-media-s-less-than-impressive-ipo?source=feed#comment-82972 82972 Thu, 22 Mar 2007 22:20:34 -0400
for those who followed US listed Chinese stock long enough, you will know China.com (CHINA) , now renamed as CDC Corp. was also selling a story that they have Xinhua News Agency affliated subsidiary (quite remote indeed, that subsid was a company formed in Hong Kong, but I doubt whether the Agency itself even knew there was such an associated outfit in Hong Kong at all) as its shareholder, turned out CHINA was a very successful listing in NASDAQ during the dotcom era. But how does the stock perform now?

Sorry, this sort of 'brand borrowing' story doesn't appeal to me when there are so many better PRC stocks to choose from, those companies have better fundamentals without the need to brand-borrow elsewhere.

But I do pay very high respect to those underwriters and company founders who can create and arrange those beautiful stories.]]> http://seekingalpha.com/article/29401-xinhua-finance-media-s-less-than-impressive-ipo?source=feed#comment-82413 82413 Wed, 14 Mar 2007 02:26:55 -0400
I also felt a bit suspicious on JP Morgan because I remember they were the underwriter of NINE too. I think they are not as good as Goldman and ML. From now on I will be more careful about JP Morgan.]]> http://seekingalpha.com/article/29401-xinhua-finance-media-s-less-than-impressive-ipo?source=feed#comment-82393 82393 Tue, 13 Mar 2007 21:40:13 -0400
This company looks a lot like NINE where there was so many inter-relations of the CEO with other companies he founded. That fked up stock priced at $12 opened at $13 in 2004 and is now trading at $4 something.

And finally remember this equation: Chinese IPO => JP Morgan/Credit Suisse = CRAP, POS, RUN !!!]]> http://seekingalpha.com/article/29401-xinhua-finance-media-s-less-than-impressive-ipo?source=feed#comment-82370 82370 Tue, 13 Mar 2007 14:27:09 -0400
XFML is pretty much a wrapper for the underlying conglomorate of business. The COMPLETE lack of organic growth makes it the LEAST promising Chinese stock offers.

One research already questioned the corporate governance of this company. The reading of prospect did not inspire me at all, but apparantely the name of this company offered many people wishful imaginations.

My recommendation of this stock: STRONG SELL before it is too late.]]>