Yanzhou Coal Mining Co. Ltd. (YZC)

All Comments on YZC

  • commenter
    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
    Aug 13 06:25 PM
    Ten High Yielding China Stocks [view article]
    I do believe the PE of ACH is incorrect...3.06 is earnings per share, and PE is around 7. Still very attractive... Reply
  • commenter
    Aug 13 10:48 AM
    Ten High Yielding China Stocks [view article]
    NTE (semi) has a yield of 8.2% Reply
  • commenter
    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
    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
    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
    Aug 06 04:06 PM
    Global Investing, BRIC by BRIC: Part II [view article]
    all 6 chinese government banks have been listed on stockexchange since 2002 and has been profitable year after year; every bank has huge deposits from their customers and bad loans are at record low around 2%; I do not understand why the author here are talking down chinese banks? rather most american and british banks are all evils and have no real deposits besides debts!!! Reply
  • commenter
    Aug 05 04:43 PM
    Global Investing, BRIC by BRIC: Part II [view article]
    Razor,

    India's CPI is 7.7% and its Wholesale Inflation is 11.0%.
    Reply
  • commenter
    Aug 05 02:44 PM
    Global Investing, BRIC by BRIC: Part II [view article]
    Martin, Martin, what happened? At Prudent Bear, you're all doom and gloom and here you make recommendations, as if the end of the world is postponed. Don't let me down, pal, I may have to get long again if you keep it up. Always good stuff though. Reply
  • commenter
    Aug 05 11:35 AM
    My Website
    Global Investing, BRIC by BRIC: Part II [view article]
    There are a couple of inaccuracies in this article. On India:
    1. The Congress is not supported by the Communists. They parted company a few weeks ago over the nuclear issue. Congress won the no-confidence motion earlier this month with support from the Samajwadi Party.
    2. Some reforms in India, stalled over the past 4 years, have already started after the Communists parted company with the Congress.
    3. Inflation is not 8% - it is around 11 - 12%.

    China:
    You are correct in pointing out that the economic numbers put out by the authorities are suspect. But, in fact, the numbers may be better than the authorities publish to avoid more pressure to revalue the Yuan - see the Economist for more details.
    Reply
  • commenter
    Aug 05 10:42 AM
    Global Investing, BRIC by BRIC: Part II [view article]
    Martin, In your article you address China lying about inflation and bank debt. How can you accept government backed companies if the country is willing to mis-state financial information? Reply
  • commenter
    Aug 05 08:17 AM
    Global Investing, BRIC by BRIC: Part II [view article]
    Martin, in addition to the large Chinese govt. owned companies there are quality, smaller growth companies, such as FEED, SDTH, NOEC, CAGC, that perhaps you may consider. In many cases, their long term growth is compelling. Reply
  • commenter
    Aug 04 07:09 PM
    Five Key Chinese Energy Sector ADRs [view article]
    great article Reply
  • commenter
    Jul 31 05:12 PM
    Five Key Chinese Energy Sector ADRs [view article]
    I usually get annoyed at submissions of this length but by God, yours was worth every word. Like one of those expensive research reports but without the cost. Thank you. Reply
  • commenter
    Jul 31 10:47 AM
    Five Key Chinese Energy Sector ADRs [view article]
    Good article.
    Thanks,
    Reply