China Netcom Group Corp. (CN)

All Comments on CN

  • commenter
    David White
    Oct 03 10:05 AM
    Chinese Tech Stock Weekly Summary (Sept. 22 - 29) [view article]
    I should have mentioned that LDK has extensive long term contracts. Many of these have some price guarantee build in to them, especially the near term ones. This means LDK should be relatively immune to the coming slowdown. It shoudl be a great stock to own for the next 12 months, if not for several years to come. Reply
  • commenter
    David White
    Oct 03 09:55 AM
    Chinese Tech Stock Weekly Summary (Sept. 22 - 29) [view article]
    Solar stocks should get a push upward if the bailout bill passes the house. Improving the credit crunch will improve solar prospects. It will tend to allow oil to rise (or stay at elevated levels), which is also good for solar stocks. But which of them should do well into the future? LDK is well diversified geographically. LDK's margins are likely to expand in the very near future, so they will have room to go down again as the solar market becomes more competitive. LDK is building its own polysilicone plant. This should help margins. Further LDK is one of the leaders in adopting UMG solar manufacturing. This too should help their margins. LDK looks to go up in the current environment. CSIQ also looks promising. It has some geographical exposure issues. However, it too is one of the leaders in UMG solar manufacturing. This should allow it to have increased margins in the near term. Then those margins will allow it to remain competitive in the coming shakeout in the solar industry. It should go up nicely from its current price if the bailout bill (with the 8 year solar tax credit extension) passes. Reply
  • commenter
    share
    market tips
    Sep 22 07:10 AM
    My Website
    Stocks Covered by The China Stock Blog [view article]
    This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster. Reply
  • commenter
    mikehav
    Aug 13 12:25 PM
    My Website
    Bullish on Telcos [view article]
    Here is info on dividend history over the past year for CEL:

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.76 per share, and in the aggregate amount of approximately NIS 270 million (the equivalent of approximately $0.77 per share and approximately $76 million in the aggregate, based on the representative rate of exchange on August 11, 2008; the actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on September 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on August 25, 2008. The payment date will be September 8, 2008.

    Cellcom Israel Ltd. announced that the Company's Board of Directors declared a cash dividend in the amount of NIS 2.65 per share, and in the aggregate amount of approximately NIS 258 million (the equivalent of approximately $0.77 per share and approximately $75 million in the aggregate, based on the representative rate of exchange on May 13, 2008; The actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on June 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on May 27, 2008. The payment date will be June 10, 2008.

    Reuters reported that Cellcom Israel Ltd.'s Board declared a cash dividend of ILS7.18 per share ($2.10) or a total of ILS700 million to be paid on April, 14. This includes a dividend for the fourth quarter of ILS1.78 per share and a one-time extraordinary dividend for the year of ILS5.4 per share.

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.06 per share, and in the aggregate amount of approximately NIS 201 million, the dividend will be payable to all shareholders of record at the end of the trading day in the NYSE on August 23, 2007. The payment date will be September 6, 2007.     Reply
  • commenter
    lawbroker
    Aug 13 12:08 PM
    Bullish on Telcos [view article]
    CEL has inconsistent dividends, paid one of $2.10 in March. Was this a one-time divy? Reply
  • commenter
    David White
    Aug 11 09:07 AM
    China ADRs: Mixed July [view article]
    I should have mentioned JASO which also reports this week. It was recently given a new buy recommendation. Also SOL has steadily moved up from a 2 star CAPS rating to a 5 star CAPS rating. It should do well. Reply
  • commenter
    David White
    Aug 11 08:58 AM
    China ADRs: Mixed July [view article]
    Both LDK and CSIQ report earnings this week (8/11/08-8/15/08). Other solar stocks report the next week such as SOL, STP, and TSL (perhaps others also). After the big down movement recently, I think we can expect an up movement over the next couple of weeks from these stocks. Virtually all should report great earnings. Hopefully LDK will report some positive guidance about their polysilicone plant also. The ones will great multiples seem likely to move up substanitally. This would include LDK, SOL, CSIQ, and TSL. LDK's movement will likely be dependent on its margins and its guidance about the two polysilicone plants it is building. The others should all move up on great results. The highest rated ones should move up more easily. The average analyst ratings for the latter three stocks are: SOL (1.8), CSIQ (2.0), and TSL (2.3). The FPE's are: SOL (6.88), CSIQ (7.40), and TSL (6.23). It looks like there is likely some room for these stocks to move up. They all have low PEG ratios, especially when compared to FSLR (which has moved down after its great earnings). FSLR's PEG ratio is currently 1.29. FSLR's FPE is 37.54 (even after the great earnings). The PEG ratios of the others are: LDK (.34), SOL (.26), CSIQ (.39), and TSL(.28). I think you can see where these other solar stocks may behave differently than FSLR at this point in time. Of course, there is still the possible headwind of oil prices continuing to go down. Reply
  • commenter
    buyforeclosu
    res
    Aug 07 08:35 PM
    China ADRs: Mixed July [view article]
    what a joke..China aluminum at 21 bucks...YGE at 16..who would have thunk it Reply
  • commenter
    knowhere
    Jul 30 12:57 AM
    China ADRs: Severe Loss in June [view article]

    Thanks for the good Richard.
    [URL="healthproductsreview.n...;]health products[/URL]
     Reply
  • commenter
    Ben
    Holdsworth
    Jul 29 01:59 AM
    Outlook for Chinese and Hong Kong ADRs [view article]
    Helpful summary Tom,

    Some would argue that Chinese domestic spending will follow the course of export revenues, and layoffs at Chinese exporters and manufacturing may trigger that. On the other hand, the Chinese exporters may become importers, or manufacturers for the domestic market or seek new international markets for goods...

    While long some Chinese ADR's, my investment interest is Chinese small caps that make most of their earnings in the Chinese domestic market that are basic materials or consumer staples and will experience strong growth. Companies such as FEED, CAGC, SDTH, CDS, and NOEC fall into my area of interest.

    BTW, is it possible on the table that LDK and TSL should fall into Industrials vs. IT?

    Look forward to your next article.     Reply
  • commenter
    mikehav
    Jul 27 11:27 AM
    My Website
    Bullish on Telcos [view article]
    I update the index quarterly with the last update on 5/5/08 - the historical prices for ETF ticker are $20.64 from a year earlier and $23.77 on 5/5/08. Reply
  • commenter
    titans
    Jul 27 11:19 AM
    My Website
    Bullish on Telcos [view article]
    How is the ETF ticker up 15%, when chart shows a continually drop since late 2007 & 1 year chart shows really no gain either ??????????????????????... Reply
  • commenter
    guliamo
    Jul 27 08:40 AM
    My Website
    Bullish on Telcos [view article]
    Nice to see Cellcom high on the list. I am less bullish on Telco's.. they seem to be having a very hard time increasing wallet share.
    Internet surfing from the phone is proving a flop and people are talking all they want to, texting all they want to and paying a fixed price. Competition is huge, moving operators easy (since the number migration law)..
    Technicals isn't everything.. it shows the past, not future.
    Cheers.
     Reply
  • commenter
    morgan77
    Jul 24 12:55 PM
    Chinese Tech Stock Weekly Summary (7/7 - 7/13) [view article]
    Some support from James RevShark DePorre for NCTY today- He choose this as a stock pick for the current market
    You can listen to the podcast here: www.greenfaucet.com/sh...     Reply
  • commenter
    Stockaccumul
    ator
    Jul 17 01:29 PM
    Chinese Tech Stock Weekly Summary (7/7 - 7/13) [view article]
    Also on the above article, the stock to buy and hold is Nokia... it is very low, and will rise, getting constant foothold in China... news seems to be every week about Nokia's growing foothold in asia... Reply
Loading...
Symbols:
Authors:
Quick Links: