STLPlace

Acorn International: Post IPO Pullback Offers Good Entry Point

Zack,
I have to disagree with you on this. ATV is not another FMCN. Shopping on TV is a good idea but
it is not a killer app. I believe ATV is primary selling mobile phones.

I talked a little about ATV in my blog:
www.stlplace.com/2007/.../

Xinhua Finance Media Grossly Undervalued; Expecting Major Upside

While I am not good at predicting the stock price in near term,
I am not confident about Xinhua Finance's long term success.

www.stlplace.com/2007/.../

Home Inns: Trading Short Term Profit for Long Term Growth

Here is an article about China GreenTree Inn, one thing I noticed is budget hotels don't have pricing power over 3rd star hotels in 2nd tier cities...don't know if this is true or not.

www.pacificepoch.com/p.../

Why Xinhua Finance Media is Still a Buy

I don't agree you can compare XFML with FMCN. They are both in ad. business, but that's the only thing they are in common. FMCN virtually started the LCD ad industry in China, it did a few calculated acquisitions after grew itself to certain scale. Xinhua is a holding company, it has a very limited operating history. To make things worse, the scandal in IPO process.

I think it will be dead money for a while. Just like my NINE (Ninetowns).

Xinhua Finance Media's Less Than Impressive IPO

I do feel this thing is more and more like NINE (Ninetowns Digital, recently changed name to Ninetown Internet). Unfortunately, I got some NINE at its IPO day back in Dec 04, and never saw its IPO price again :-(

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.

Fuwei Film IPO: Solid Growth, Reasonable Multiple

Bill, as I read the S1, I found the company has lots of long term debt. Have you looked at that? How do we valuate the company? thanks. Major