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  • China Mobile Faces Declining Profits In 2014 [View article]
    LTE is a revolution in China's mobile industry, and so will be the CHL's mobile business upswing and magnificent phone sales as projected. CHL as you have pointed out has a deep cash pocket and they are now up for LTE service already so their major spending is now behind them, now the cost of advertising and promotion is just trivial to CHL and the general public is already aware of the powerful new technology and advantage of going 4G.
    Dec 19, 2013. 11:40 AM | Likes Like |Link to Comment
  • China Mobile Faces Declining Profits In 2014 [View article]
    You are just locked in with a negative view about CHL, but your article does not have any real material evidence supporting your view. LTE 4G is a huge thing in China and will generate profound excitement in mobile users as it is a whole new thing there that everyone has long hoping for after they have known that other developed markets have enjoyed it for some time. This will have overwhelming adoption and atttact new users with smartphone sales. CHL projected volume of sales are not sth out of management 's imagination and they know how much interest out there.
    Dec 19, 2013. 11:32 AM | Likes Like |Link to Comment
  • China Mobile Deal Will Be Big For Apple, But Not That Big [View article]
    haha, you are so off the mark. I remembered an article you wrote when you were putting at 485
    Dec 10, 2013. 03:37 PM | 11 Likes Like |Link to Comment
  • Apple's New iPads Are Out And They Are Gorgeous: Sell The News [View article]
    sir, you will lose big with your aapl options. It's not time to demand revolutionary product rollout from aapl. Otherwise stock would be 800 now and not 500. But product refreshments are effective this time with both iphone and ipads and some significant innovations are still evident. In the near term, margins are stable and earnings are steadily rising for appl, while stock remains a compelling stock. So market can expect aapl stock to appreciate steadily from here, especially when iphone5s sells well globally. Then aapl will fly again when revolutionary products are rolled out sooner or later. Inability of Goog, Samsung and Android to have any exciting designs will only surrender marketshare to the improving product revisions of iphone and Apple camp.
    Oct 23, 2013. 10:57 AM | 8 Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    But then if you include the additional preorders at Apple stores, demand is formidable. If iPhone4s demand was so overwhelming that had caused rioting before, how could people in Beijing possibly lose interest in iPhone5 that has much superior functionality than iPhone4s. WSJ and Market reactions today just did not give any thoughts underneath this "no lines". Why would shoppers storm the apple stores when they knew ahead of time there would be no iphone5 unit there to await them on the spot amid a snow storm.
    Dec 14, 2012. 02:21 PM | Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    It was reported in Sohu news this morning (the Chinese version).
    Dec 14, 2012. 02:04 PM | 2 Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    Preorders for iPhone5 in China were reportedly strong exceeding half a million units within the first 24 h.
    Dec 14, 2012. 01:46 PM | 9 Likes Like |Link to Comment
  • Citigroup: Profit From Pandit's Mistakes [View article]
    Citi is so well liked after management change by fund managers. Market has been accumulating C heavily after Pandit was outsted. You are like a complete outsider with your gauge of price momentum of C.
    Nov 26, 2012. 10:11 AM | 1 Like Like |Link to Comment
  • Did Apple Bottom Friday? [View article]
    So many aapl bears become aapl bulls after this aapl deep correction recently, so traditional bulls are going to be even more bullish next week.
    Nov 17, 2012. 01:49 PM | 1 Like Like |Link to Comment
  • Apple Is Falling: Why You Shouldn't Buy The Stock In A Hurry [View article]
    Stocks only move by technical when there is no fundamental story available. Right now so much going on with overwhelming iphone5 demand and new ipad mini offering, stock is going to 800, but you are still talking about AAPL going to 500, you live outside the reality.
    Oct 4, 2012. 09:07 AM | Likes Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    For a value investor like you to be upbeat about iphone5 and apple means aapl shares still have significant upside to come.
    Sep 21, 2012. 04:25 PM | 1 Like Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    I expect iphone5 global sales volume will be shockingly high over the weekend.
    Sep 21, 2012. 04:20 PM | 8 Likes Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    Your typo? AAPL closed at 698 yesterday, not 678..
    Sep 21, 2012. 04:18 PM | 11 Likes Like |Link to Comment
  • Apple Has 40% Upside Remaining [View article]
    You believe that AAPL shares have 40% to the upside, but you decide not to buy any at this stage. Is your "hold" decision sensible if you are indeed an investor?
    Sep 19, 2012. 11:17 AM | 4 Likes Like |Link to Comment
  • 2 Fundamental Reasons Why Bristol-Myers Squibb Is Outpacing Both Merck And Pfizer [View article]
    The article have not addressed the real fundamental reasons for the move of BMY, i.e., the product pipeline, which will be key to decide its future margins and revenue growth over the next decade.
    Sep 11, 2012. 01:10 PM | 3 Likes Like |Link to Comment