Zachary Scheidt

The State of the IPO Market

sounds like you have quite a firm on your hands! good luck getting the word out on your technology!

Best,
ZDS

E-House China: Regulations Raise Opportunity for Chinese Real Estate

User 42002, Thanks for the points...

a) Actually EJ primarily operates in the new house market so this would be a positive for the company. Secondary purchases and sales have not taken off yet as a major source of revenue.

b)tightening credit lines for the developers is actually opening some doors for EJ which has partnered with some developers and put up its own capital to help the developers. Obviously this adds a degree of risk, but also gives the company a competitive edge in negotiating with developers for exclusive rights.

c) Since writing the article, I have started a long position around the $13.50 area. I still have the potential of getting stopped out, but believe this is a good spot to own.

d) If you go to zachstocks.com and search for EJ or E-House China, you will find the original copy of my article. At the bottom of each post, I have a link to my notes on the stock. That should give you a good idea as to my research sources.

e) I have not been able to find much information on competitors. I believe they are not publicly traded (or at least not on US exchanges).

Hope this is helpful and again, thanks for the comment!
Zach
zachstocks.com

E-House China: Regulations Raise Opportunity for Chinese Real Estate

Runger,

Nervous markets are often incredible buying opportunities. Certainly there is no guarantee that earnings will continue to grow according to estimates, but the evidence points to a really exciting scenario. I believe patience will pay off as the Chinese real estate market outpaces its critics and other initiatives such as the database project pay large dividends.

Thanks for the comments guys!
Zach
zachstocks.com

E-House China: Not All Housing Is Weak

whoah there little buddy! sorry if I stepped on your toes.

I think there is potential for the stock to trade higher. I could be wrong (wouldn't be the first time) but there are strong growth trends in place in the market that EJ operates in, and management has done a good job of capturing the growth. They may stumble - China real-estate may decline.

But hey - try to give me a little more detail on your analysis. What growth are you expecting? Will smaller fragmented agencies take market share from EJ in selling major development projects? Usually these large developers want to sign an exclusive selling agreement with a large reputable agency.

Thats my take - but its only my opinion.