Big Mouse's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/106953/comments http://seekingalpha.com/article/175451-the-next-phase-of-the-crisis-is-beginning-with-an-eye-on-china?source=feed#comment-781056 781056
> 13). China do not have a social security system, so people put all their money in buying a house and hope for appreciation. People also believe the bank won't fail because it is government owned. At the same time, there is no official guarantee like the FDIC $250,000 insurance. If there is bank run, the bank will be wiped out with 48h.]]> Sat, 28 Nov 2009 23:55:25 -0500
> 13). China do not have a social security system, so people put all their money in buying a house and hope for appreciation. People also believe the bank won't fail because it is government owned. At the same time, there is no official guarantee like the FDIC $250,000 insurance. If there is bank run, the bank will be wiped out with 48h.]]> http://seekingalpha.com/article/154050-alarming-china-statistic-of-the-day?source=feed#comment-617342 617342 On the other side, officials' relatives are active in making money in the property market. Therefore, local govs promulgate policies to boost property prices. For expample, Shanghai approves more citizenships as demands, despite there is an unempolyment problem.]]> Wed, 05 Aug 2009 22:19:18 -0400 On the other side, officials' relatives are active in making money in the property market. Therefore, local govs promulgate policies to boost property prices. For expample, Shanghai approves more citizenships as demands, despite there is an unempolyment problem.]]> http://seekingalpha.com/article/152122-sohu-outperforms-outlook-raised?source=feed#comment-612252 612252 Sun, 02 Aug 2009 22:15:40 -0400 http://seekingalpha.com/article/152766-chinese-economy-may-be-heading-into-an-iceberg?source=feed#comment-610665 610665
---- I would like to explain the Chinese stock market in another way. Neither government manipulations nor a positive economy signal. The industry funds give up their factories due to weak demand from overseas. These funds went to coal mines in 2H08 and then transferred from coal mines to the stock market in 1H09. Now they move from the stock market to porperties. The index boom has nothing to do with economy. The Chinese stock market is merely a way for capital to make money in the weak time - just like the oil price in developed countries.
---- An analyst in Shanghai]]> Sat, 01 Aug 2009 10:12:52 -0400
---- I would like to explain the Chinese stock market in another way. Neither government manipulations nor a positive economy signal. The industry funds give up their factories due to weak demand from overseas. These funds went to coal mines in 2H08 and then transferred from coal mines to the stock market in 1H09. Now they move from the stock market to porperties. The index boom has nothing to do with economy. The Chinese stock market is merely a way for capital to make money in the weak time - just like the oil price in developed countries.
---- An analyst in Shanghai]]> http://seekingalpha.com/article/148316-rio-tinto-s-chinese-mistake?source=feed#comment-585287 585287 Mon, 13 Jul 2009 04:04:37 -0400 http://seekingalpha.com/article/92097-fast-food-is-becoming-more-expensive-in-china?source=feed#comment-236423 236423 They are still crowded in China.

In supermarkets, it is hard to find anything,
which has a price rise below the released inflation rate.

Now I worry about the true inflation may accelerate after the Olympic Games. ]]> Fri, 22 Aug 2008 10:20:17 -0400 They are still crowded in China.

In supermarkets, it is hard to find anything,
which has a price rise below the released inflation rate.

Now I worry about the true inflation may accelerate after the Olympic Games. ]]> http://seekingalpha.com/article/92028-hard-times-in-hong-kong?source=feed#comment-236129 236129
I'd like to give you the Tibet history lesson for free.

Tibet was independent, ---- but only before A. D. 1244.
In A.D. 1244, Tibet surrendered themselves to Genghis Khan's son and Yuan Dynasty.
Throughout Yuan Dynasty, Ming Dynasty, Tsing Dynasty, Republic of China, and People's Republic of China,
The Tibet area belongs to China.

The only thing, which implied that Tibet was relatively independent,
was that Tibet maintained the slavery system until the Republic of China period. When the communist party wanted to abolish the slavery, nobles rebelled. Similar to the situation of the American Civil War.

How do you think about the Confederated States of America?]]> Thu, 21 Aug 2008 23:56:12 -0400
I'd like to give you the Tibet history lesson for free.

Tibet was independent, ---- but only before A. D. 1244.
In A.D. 1244, Tibet surrendered themselves to Genghis Khan's son and Yuan Dynasty.
Throughout Yuan Dynasty, Ming Dynasty, Tsing Dynasty, Republic of China, and People's Republic of China,
The Tibet area belongs to China.

The only thing, which implied that Tibet was relatively independent,
was that Tibet maintained the slavery system until the Republic of China period. When the communist party wanted to abolish the slavery, nobles rebelled. Similar to the situation of the American Civil War.

How do you think about the Confederated States of America?]]> http://seekingalpha.com/article/92028-hard-times-in-hong-kong?source=feed#comment-236100 236100
If you want to comment polictics, please turn to another forum.
But before doing that, I suggests you read the Hong Kong history first.

Have you ever commented the democracy situation in Hong Kong before 1997?]]> Thu, 21 Aug 2008 22:49:19 -0400
If you want to comment polictics, please turn to another forum.
But before doing that, I suggests you read the Hong Kong history first.

Have you ever commented the democracy situation in Hong Kong before 1997?]]> http://seekingalpha.com/article/70062-tibetan-unrest-and-economic-implications-nancy-pelosi-s-war?source=feed#comment-132143 132143
Tibetans can get extra 8 points in China university entry exams (like SAT in US), but a gap of one or two points have been ruining many Han Chinese. Suicides for exam failure are not news (though rarely reported).

Economically, Tibet is a burden.
If they want independence, get out and get away.]]> Wed, 26 Mar 2008 21:32:10 -0400
Tibetans can get extra 8 points in China university entry exams (like SAT in US), but a gap of one or two points have been ruining many Han Chinese. Suicides for exam failure are not news (though rarely reported).

Economically, Tibet is a burden.
If they want independence, get out and get away.]]> http://seekingalpha.com/article/69596-baidu-may-test-august-lows?source=feed#comment-131816 131816 If a cross-sectional comparison works,
how can the company's P/E maintain high for such a long time.
Note that, Baidu is a monopolist, while Sina and Sohu are merely market leaders.
So Baidu should have a P/E premium over those news portals, if comparable.
Now I use P/E band, time series might be more reasonable.]]> Wed, 26 Mar 2008 11:38:42 -0400 If a cross-sectional comparison works,
how can the company's P/E maintain high for such a long time.
Note that, Baidu is a monopolist, while Sina and Sohu are merely market leaders.
So Baidu should have a P/E premium over those news portals, if comparable.
Now I use P/E band, time series might be more reasonable.]]> http://seekingalpha.com/article/50236-chinese-banks-are-still-weak?source=feed#comment-99059 99059 Thu, 18 Oct 2007 07:40:56 -0400 http://seekingalpha.com/article/48706-just-how-big-is-the-china-bubble?source=feed#comment-97437 97437
It will come true when no one dare to mention.

]]> Tue, 02 Oct 2007 13:03:22 -0400
It will come true when no one dare to mention.

]]> http://seekingalpha.com/article/46967-investing-in-china-the-non-etf-way?source=feed#comment-95961 95961
I have several points to discuss with you.

1. You are right – there are many problems in SOEs. But research analysts should seek profitable opportunities for investors rather than complain the investment environment. I promote both SOEs and small caps for investors as long as these picks are undervalued.

2. Major shareholder vs. minor shareholders – that’s the basic corporate governance problem. The problem exists whether the major shareholder is a government or an individual.

3. Taiwan is independent in economic operation and has nothing to do with the growth in China. If some company raises a “Great China” concept – it is a Taiwanese company. Only Taiwanese companies actively use the “Great China” concept when they try to attract clients or investors. Hong Kong companies need not.]]> Thu, 13 Sep 2007 20:55:44 -0400
I have several points to discuss with you.

1. You are right – there are many problems in SOEs. But research analysts should seek profitable opportunities for investors rather than complain the investment environment. I promote both SOEs and small caps for investors as long as these picks are undervalued.

2. Major shareholder vs. minor shareholders – that’s the basic corporate governance problem. The problem exists whether the major shareholder is a government or an individual.

3. Taiwan is independent in economic operation and has nothing to do with the growth in China. If some company raises a “Great China” concept – it is a Taiwanese company. Only Taiwanese companies actively use the “Great China” concept when they try to attract clients or investors. Hong Kong companies need not.]]>