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  • Plug Your Nose And Buy Hewlett-Packard? [View article]
    Tim, thanks for your nice article.

    If HPQ had to write off $8b or so for the Autonomy acquisition in a few years, how would we valuate this stock? Would its current share price level still be considered cheap?
    Aug 27, 2012. 07:15 AM | 1 Like Like |Link to Comment
  • Le Gaga: Fastest Growing Major Vegetable Producer in China [View article]
    GAGA's founders are from Chaoda, see below:

    Shing Yung Ma ----- Chairman of the board and chief executive officer
    Shing Yung Ma is the founder of our company and has served as our chairman and chief executive officer since our inception. Mr. Ma has over ten years of managerial and operational experience in the vegetable cultivation industry. From 1999 to 2003, he served as the vice president of Chaoda Modern Agriculture (Holding) Ltd., a vegetable production company listed on the Hong Kong Stock Exchange, where he was in charge of operations and sales.

    Na Lai Chiu ----- Vice chairman of the board
    Na Lai Chiu has been our vice chairman since July 2010 and became our adviser in early 2008. Ms. Chiu is one of the founders of Chaoda Modern Agriculture (Holdings) Ltd.,

    Actually Chiu is wife of Kwok, Chaoda's chairman.

    GAGA vs Chaoda: similarity and difference - your comments?
    Aug 19, 2011. 03:52 PM | Likes Like |Link to Comment
  • Chaoda Modern Agriculture: A Green Giant for the Price of a Dwarf? [View article]
    Hi Clemens,

    I just realised my browser didn't load all the discussions last time... sorry!

    I meant to refer to the Next magazine article, further drop of the stock and etc, which however were all covered in the posts that I missed.
    Aug 19, 2011. 05:29 AM | Likes Like |Link to Comment
  • Chaoda Modern Agriculture: A Green Giant for the Price of a Dwarf? [View article]
    Dear Clemens,

    Thank you for the detailed analysis, which is a good read.

    The Chaoda Modern case has had some further development in the recent months. Do you have further comments/thoughts to share about this stock?

    thanks.
    Aug 17, 2011. 07:39 PM | Likes Like |Link to Comment
  • Chaoda Modern Agriculture: A Green Giant for the Price of a Dwarf? [View article]
    Dear Clemens,

    thanks for your article as well as your responses to various comments.

    The Chaoda Modern case has had some further development in the recent months in HK. Do you have further comments/thoughts about this company to share?
    Aug 17, 2011. 07:38 PM | Likes Like |Link to Comment
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