Global Sources Ltd. (GSOL)
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GSOL Forum Topics
- All Comments on GSOL
- General Discussion on GSOL
- Stocks Covered by The China Stock Blog [view article]
- Global Sources Ltd. Q2 2008 Earnings Call Transcript [view article]
- Overview of the Chinese Internet Market [view article]
- China ADRs: Mixed July [view article]
- China ADRs: Severe Loss in June [view article]
- Hong Kong Tech Investor on China's B2B Market (GSOL, EBAY, YHOO, BIDU) [view article]
- Alibaba’s Lost Password [view article]
- Best and Worst Performers YTD [view article]
- Is Alibaba’s New Business Initiative a Threat to Global Sources? [view article]
- Chart: US-Traded China Internet Stocks - Annual Earnings Growth [view article]
- Chart: US-Traded Chinese Internet Stocks - Gross Profit Margins [view article]
loading ...Recent GSOL Articles
- Overview of the Chinese Internet Market
- China ADRs: Mixed July
- China ADRs: Severe Loss in June
- Alibaba’s Lost Password
- Best and Worst Performers YTD
- Global Sources Growth Prospects are Still Strong
- Expecting Upside in Alibaba Competitor Global Sources
- Global Sources: Improved IR Management Would Solve Its Problems
- Is Alibaba’s New Business Initiative a Threat to Global Sources?
- Global Sources: Profit from China's Growing Trade Surplus
- Full List of Articles »
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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. ReplySwift
Overview of the Chinese Internet Market [view article]
My naive view is that any investment in China is more than average risky because the totalitarian government can make any equity worthless because it doesn't suit their objectives. In this case, although I think there is great value, I will not invest in it because of the FALSE free market environment they try to project but interfere whenever they think it's OK. It might turn out to have been a good short term investment, but I don't think this kind of government manipulation is good for anyone in the intermediate/long run and that's my objective.JK Reply
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. ReplyChina 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. Replyres
China ADRs: Mixed July [view article]
what a joke..China aluminum at 21 bucks...YGE at 16..who would have thunk it ReplyChina ADRs: Severe Loss in June [view article]
Thanks for the good Richard.
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China ADRs: Severe Loss in June [view article]
buy stock at $6hold stock until MPEL City of Dreams opens in mid 2009
Reply
res
China ADRs: Severe Loss in June [view article]
YGE is the best Value if you Look at current P/E forward P/E and PEG...check it out and tell me I am wrong ReplyChina ADRs: Severe Loss in June [view article]
Thanks to stockaccumulator for his excellent analysis of Renesolar. Similar may be said about Wuxi Pharmatech. WX is already one of the largest research partners for the global pharmaceutical industry and analyst do not seem to understand this company. The rational for pouring business into Wuxi is simple: Why would you want to spend 80-100k per year for a scientist in the US if you can have the same job done for less than half at Wuxi? Such FTE costs are not tenable in the long-term for US companies, and with the risk involved in drug development FTE's are even more costly if you rapidly have to cut jobs due to restructuring if projects fail. The brains need to be here, the hands can be at Wuxi. Working in the pharmaceutical industry myself I know that their reputation is excellent, and so is their service. Many of their scientists have been trained in the United States and quality of work is 100% of what is being achieved in this country. With Big-Pharma moving research activities to Asia (GSK for example operates centers of excellence in Singapore and Shanghai) and job-cuts in the US and Europe this company is only going to expand more rapidly. And be sure - this is NOT a biotech. Their operations are comparatively low risk with high growth. It is contract research and development. Service for fee. There is an additional advantage: Wuxi can help achieve compliance with regulatory requirements in China. The latter will be key to development of this vast market for current and new medicines. In my humble opinion, WX trading below their IPO price is a joke. Replyator
China ADRs: Severe Loss in June [view article]
We at Stockaccumulator researched today's Solar Motley Fool articles carefully all day. (Strange: all three came out at the same time)...The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola)now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.
To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...
The articles cite nothing for evidence.
We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.
SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.
SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.
Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.
Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.
All three articles are unclear, come out at the same time, and do not make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).
There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.
Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.
Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.
As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.
And shorting at $13 is unbelievably risky, and a sure way to lose money.
We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.
Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...
SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.
Best to all, THE STOCKACCUMULATOR... Reply
China ADRs: Severe Loss in June [view article]
I agree with Gebby. TSL has the best fundamentals and track record (which is important in this sector) they look the cheap at current levels - relative to their peers. ReplyChina ADRs: Severe Loss in June [view article]
Thanks for the good report. ReplyChina ADRs: Severe Loss in June [view article]
I can't understand why LVS would sell around 40.00 a share. LVS originally came out at 45.00 a share. and at that time it was only a shell of what it is today. Now is the time to accumlate LVS and all the gaming stocks(Wynn,MGM,Boyd). Those 4 have a great future if you have the patience. ReplyChina ADRs: Severe Loss in June [view article]
...to user 103266: I would just sit on my cash now. You can buy them later at an even cheaper price. The current PE valuation may seems appetizing. However with the ongoing cost increases in most companies their quarterly report will miss estimates as time goes on. ReplyChina ADRs: Severe Loss in June [view article]
...what to do now? Reply