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- China ADRs: Severe Loss in June [view article]
- Three Labor Day Stock Specials: Comverse, Mellanox Technologies and Orckit Communications [view article]
- Beijing Olympics Investing: Think Travel Stocks [view article]
- China Stocks: April Was Kind [view article]
- UTVG.OB Makes Impressive Gains Online [view article]
- It's More than Just Baidu: 51 Other Ways to Invest in China [view article]
- Stocks To Capture China’s Baby Boomers [view article]
- Stocks Covered by The China Stock Blog [view article]
- China Stocks: Still No Sign of a Bottom [view article]
- Ctrip.com Is Going Places [view article]
- Best, Worst Performing Chinese ADRs YTD [view article]
loading ...Recent LONG Articles
- China ADRs: Severe Loss in June
- China ADRs: Mixed May
- China Stocks: April Was Kind
- Beijing Olympics Investing: Think Travel Stocks
- UTVG.OB Makes Impressive Gains Online
- China Stocks: Still No Sign of a Bottom
- Orbitz Earnings Preview: Non Fee-Based Revenue Key
- Online Travel: Farecast Now Offers International Flight Price Predictions
- China Close To Becoming World’s Largest Internet Market By Users
- Online Travel in China Expected to Take Off
- Full List of Articles »
China ADRs: Severe Loss in June [view article]
buy stock at $6hold stock until MPEL City of Dreams opens in mid 2009
Reply
Three Labor Day Stock Specials: Comverse, Mellanox Technologies and Orckit Communications [view article]
I've been watching mellanox for a while now and hoping the recent dip is as low as it will go.There is no apparent reason for Mellanox to decline like this accept the market is punishing everything these days.. this is a time for smart investors to pick up good companies super cheap, I'm hoping Mellanox is one of these.. Reply
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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? ReplyChina ADRs: Severe Loss in June [view article]
chinese solars are approaching compelling values ReplyChina ADRs: Severe Loss in June [view article]
I GUESS THE BEST THING TO DO IS TO GO ON VACATION AND FORGET ABOUT THIS MESS FOR A WHILE. TO DEPRESSING, HAVE LOST MY BUTTY. BUT WHAT GOES DOWN HOPEFULLY WILL COME UP IN A WHILE. HAVE TO THINK POSITIVELY. I LOSING ON SOL,AND SOHU. BAD MONTH....... ReplyBeijing Olympics Investing: Think Travel Stocks [view article]
During the Olympics the Beijing hotel rates are generally 3-4 times regular. Home inns and other budget hotels share a rate around 1500 RMB, equals to about 200 dollars. Budget hotels in China are facing fierce competition because of similar products , city coverage and location. At the moment leasing and management is the main trend due to the lack of mature property develop companies.The biggest risk for Chinese budget hotels is soaring property leasing fees. These hotels and inns must be located near city center due to the lack of leisure travellers and safety issues if the hotels are located in the less populated areas.
ADR (average daily rate) and occupancy are the key to define a healthy hotel operation. If homeinn is boasting 95% occupancy, their profitability is in doubt. Why not operate at 80% with a 20% higher rate. The lower headcount and facilities bills will make the property more profitable. The only reason is that homeinn cannot raise the rate and they must attract franchise opportunities. Reply
China Stocks: April Was Kind [view article]
You can always get the live update of Chinese stock performance at the site :chinabizfocus.com/modu... Reply
China Stocks: April Was Kind [view article]
Sun,We are seeiing activity in Sina Corp as you know less known internet related company than the GOOG, YHOO, BIDU and others, but raises attention every few months. The Market cap is well below those big 3, but like NTES and SOHU, does maintain near a $3 Billion market cap with the growing backdrop of China in the horizon.
Earnings are expected Wednesday and the stock has already run into the early section of this slower Monday morning. The stock has spiked 7%, our HeatSeeker has been lighting up with the increased market action of buyers positioning in the SINA May 55 calls paying $.75 and $.80. Those large institutional buyers have sparked some retail follow up buyers, paying increased prices. This jump in the price of the stock and the options has us looking for a pullback and an opportunity to consider if the institutional buyers will return….
your thoughts on this action? Reply