China Telecom Corp. Ltd. (CHA)

All Comments on CHA

  • commenter
    huangjin
    May 06 08:56 AM
    China Stocks: April Was Kind [view article]
    Check out the article in the LA Times. Chinese are investing in the U.S. now because it is cost competitive. At least some of the FDI to China is money rushing to get in ahead of a revaluation, and once it happens, Chinese money will flow out.
    www.latimes.com/news/n...

    Reply
  • commenter
    User 107925
    May 06 08:31 AM
    China Stocks: April Was Kind [view article]
    you said:
    Shanghai Composite Index (^SSEC) lost half of its value in less than half a year. For the month, SSEC jumped 6.35% and the Hong Kong’s Hang Seng Index (^HSI) surged 12.72%. Among Chinese ADRs, VanceInfo Technologies (VIT) led the way with a gain of 142.60% ... go BIDU... I'm long.
    ...........
    I'm relatively new at this but VIT on 3/31/08 closed @ $6.80 and 4/30/08 closed @ $8.55. If we're using stock price to determine *value* woud that be 15.8% increase for April.     Reply
  • commenter
    theoilyboy
    May 05 08:26 PM
    China Stocks: April Was Kind [view article]
    Kraken,
    I appreciate your comments but I have a few questions

    -if the US and Europe are in recession, won't that free up FDI to go where there is growth, ie China?

    - 20% exports can easily be sucked up into domestic China or re-routed to other growing Asian economies. This might also have the effect of reducing domestic Chinese inflation as well

    -The US economy is growing at <1% and companies are still growing. Good companies are growing at significantly better than 10%. China's economy is is growing at >10%, what type of growth rate would you expect is reasonable for Chinese companies serving a domestic China consumer (BIDU, SOHU, LFC, COGO, CTRP, CHL, FMCN, EDU, etc)?

    - Infinity is a very long time, but can't good companies grow at 10% for a very long time? Or could they at least grow long enough to make good investments for long term investors not to mention short term traders?

    - If safety is your objective, go to TIPS

    I am not trying to be flippant, but where else can you find compelling growth opportunities in real companies serving a strong growth environment?     Reply
  • commenter
    Lord Kraken
    May 05 05:59 PM
    China Stocks: April Was Kind [view article]
    How can a government propping induced rally be viewed as a fundamental reason to buy? Chinese stocks are incredibly expensive with 40x and 50x P/E. The implied yield is 2% they would literally have to be safer than US Treasuries or the individual stocks would have to guarantee huge increases in sustainable growth. Please remember these are stocks not the Chinese economy. No company can grow into infinity at 10%. Furthermore, the Chinese economy is 20% export and 40% foreign direct investment. With Europe and the US heading to recession, what will happen to that 60% of the economy. Reply
  • commenter
    globalmacro
    May 05 03:33 PM
    China Stocks: April Was Kind [view article]
    There are some really high quality names on this list. China's consumer is just beginning to come of age and I suspect that China's consumer will have an equal weight with the US consumer a few years prior to the 2020 target set by a number of prominent economists and research firms. The 50% selloff in China's A share market is a great opportunity. Reply
  • commenter
    Silver-Bulle
    t
    May 05 01:45 AM
    It's More than Just Baidu: 51 Other Ways to Invest in China [view article]
    Response to keithrasm's post:
    ----------------------...
    More interesting trivia (which ain't so trivial): China’s population has been growing by some 10 million people annually, and now comprises 22 percent of the world total. Yet the country is home to only 7 percent of all arable land, creating a rising food security concern, according to Xinhua News Agency.
    ----------------------...

    I think you may have hit on the holy grail on participating in China's growth. There's going to be a lot of mouths to feed.

    Any good agricultural stocks in or involved in China? I am also considering bulk shippers and food distributors but have no specific companies in mind.     Reply
  • commenter
    investorsliv
    e
    Apr 29 11:06 AM
    My Website
    Chinese Tech Stock Weekly Summary [view article]
    WMG may be a great breakout here

    www.investorslive.com/.../     Reply
  • commenter
    retardedtrad
    er
    Apr 22 12:11 PM
    Stocks Covered by The China Stock Blog [view article]
    yeah great idea!!


    On Jan 18 07:14 PM Anonymous wrote:

    > CHMD looks like a great China Company to invest in.     Reply
  • commenter
    Ames
    Tiedeman
    Apr 18 07:20 AM
    My Website
    Chinese Tech Stock Weekly Summary [view article]
    GOOG screamed. BIDU next. Reply
  • commenter
    john2
    Apr 10 06:28 PM
    My Website
    China Stocks: Still No Sign of a Bottom [view article]
    windinmyface- can say that about americans to well except americans do get back in the game faster Reply
  • commenter
    seeksome
    Apr 08 04:25 PM
    My Website
    Chinese Tech Stock Weekly Summary [view article]
    Avoid MOT Buy AAPL
    seeksomething.com     Reply
  • commenter
    User 174000
    Apr 06 08:46 PM
    China Stocks: Still No Sign of a Bottom [view article]
    Been/about to get burned, CliffA42? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on CHA
    Is this a buy or a sell? Reply
  • commenter
    Kunst
    Apr 03 11:56 PM
    China Stocks: Still No Sign of a Bottom [view article]
    Keep in mind that a bottom doesn't necessarily imply immediate strong increases. A bottom can be long and flat, and bumpy. Reply
  • commenter
    User 172690
    Apr 03 09:30 PM
    China Stocks: Still No Sign of a Bottom [view article]
    How can anyone trust the information they receive? I mean the same folks who walked away with gazillions in the market and pushed for deregulation as Robert Rubin and the repeal of the Glass-stegel act are now calling for oversight. They are as bad as the so called public servants enriching themselves and currently running for President. I say put your money in your mattress! The enormous deficits, the funding of Social Security and Medicare, the no new taxes mantra and the failed war in Iraq are yet to configure in the perfect storm and fully weighed in the financial arithmetic. Unless you are Bernie Lewis and still have a few billion left after losing that much in Bear Stearns don't walk into the foxes den clucking.Stay away. Remember the lessons of Great Gatsby! Reply

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