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Wilson Wang

 
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  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    No clue to be honest.

    Now the cash on hand and the other investment (investments in private equity and VCs) comprise 95% of the company's market cap, it does not include Kappa brand or the Alibaba stake.

    So much for market efficiency.
    Sep 22 06:08 AM | 1 Like Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    No comment.
    Sep 21 04:20 AM | Likes Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    Thanks Steve.

    Dongxiang won't pay anywhere near the cap gains Yahoo had to pay thanks to the Yunfeng fund structure. No cap gains in Hong Kong either.
    Sep 21 01:11 AM | Likes Like |Link to Comment
  • Dude, You're Not Getting DELL...Or AUTO [View article]
    Go go go!!!
    Sep 20 08:27 PM | Likes Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    It doesn't need to "fund" it's operations. The ownership is through the Yunfeng e-commerce fund, so the company can't just "dispose" the shares without telling anyone.

    Sometimes, it's better to read the facts then to have a "suspicion".
    Sep 20 02:28 PM | 1 Like Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    The fund has a lock up period of 6 months.

    TheYunfeng fund has sold 18.75% of the stake.

    No indication from management as to what they will do with the cash proceeds.
    Sep 20 02:26 PM | 1 Like Like |Link to Comment
  • BFC Financial: A Massively Undervalued Catalyst-Driven Equity [View article]
    Much better!
    Sep 19 06:13 PM | Likes Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    I think the nav discount will close with time and perhaps a little shareholder activism.
    Sep 19 06:12 PM | Likes Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    I agree on the YHOO discount. If an investor can hedge out the risk (via shorting BABA), then it's a pure arbitrage opportunity.
    Sep 19 05:48 PM | 1 Like Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    Thanks for pointing that out. A 1 cent spread on a 1 hkd stock doesn't spell liquid. Average USD volume doesn't spell liquid. Maybe it is to a retail investor, but not an institutional one.

    I guess we have different standards to the term "liquid."
    Sep 19 05:47 PM | Likes Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    Above recommendation price is in HKD.
    Sep 19 05:37 PM | 1 Like Like |Link to Comment
  • China Dongxiang: A Very Cheap Way To Buy Alibaba [View article]
    With the conclusion of the Alibaba IPO, China Dongxiang's SOTP stands in between my two bullish PTs.

    $2.32 - $2.43
    Sep 19 05:00 PM | Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    How levered are you on that, jesus! haha.
    Sep 12 11:55 PM | 1 Like Like |Link to Comment
  • TowerJazz: A Towering Double In Share Price [View article]
    Jaret Wilson doing marvelous work once again. Great job!
    Aug 28 05:28 PM | 3 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    What they told me is that the screen isn't ALL sapphire. It's like one layer on top of a glass layer, instead of the whole screen being sapphire.
    Aug 28 04:41 AM | 1 Like Like |Link to Comment
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