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Shangha1

Shangha1
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  • Nigeria: What's The Story Beyond Oil? [View article]
    @LaurensRS
    Quite clearly you know absolutely nothing about China. If this is what Yale teaches you.........words fail me.
    Jul 10 01:15 PM | Likes Like |Link to Comment
  • China Hydroelectric Corporation: A Safe Deal With 15.0% Annualized Return [View article]
    Latest price (Bloomberg) is 3.44. No offence meant but it is not worth getting out of bed for a trade like this. Why are you writing in the headline 15% annualised return when it is no such thing?
    Jun 15 08:39 AM | 1 Like Like |Link to Comment
  • Vale Hit Hardest By Global Iron Ore Glut [View article]
    One area which puzzles me is why Vale does not produce pellets with 65% Fe content for export as this improves blast furnace productivity.
    Jun 11 12:50 PM | Likes Like |Link to Comment
  • Starbucks: Can Teavana Conquer The American Tea Market? [View article]
    I totally agree
    Jun 8 03:57 PM | Likes Like |Link to Comment
  • Starbucks: Quality Has Two Faces [View article]
    Starbucks grow coffee in Yunnan for their shops in China. I was going to also add the only Starbucks in Helsinki and Stockholm is in their airports but on checking this out, I see Starbucks has now just opened one store in each capital. Starbucks in Helsinki airport is the only place you can drink a superb coffee. The Finns seem to drink well stewed filter coffee (ugh) which with a grotty piece of cake can cost over € 11
    Jun 6 03:18 PM | Likes Like |Link to Comment
  • Starbucks: Can Teavana Conquer The American Tea Market? [View article]
    Aah might I suggest people who (will) go to Teavana will, like Starbucks, go for quality and the total experience such as the ambience of the cafe etc. Price is not everything. Cheap goods are cheap for one reason, they are cheap ie poor quality.
    Jun 1 09:39 AM | Likes Like |Link to Comment
  • Starbucks: Can Teavana Conquer The American Tea Market? [View article]
    Surprised you do not mention the one group of people who are likely to go to Teavana are those who drink tea bag tea since the flavour of tea and dust is contaminated by the flavour of the tea bags and drinking proper tea will be a revelation for them.
    I will be interested to know if there are going to be cakes available in the Teavana stores.
    May 29 01:33 PM | 1 Like Like |Link to Comment
  • Wheelock: Unjustified Discount [View article]
    Great article. This was one of the first shares I ever bought....about HK$ 4.....so it has been a good investment.

    I have never understood why Wharf trades at a premium to Wheelock. It is not justified.
    May 9 04:28 PM | Likes Like |Link to Comment
  • Russia: Economic Vulnerabilities [View article]
    Interesting report. Any suggestions why Crimea is the poorest area in Ukraine?
    Mar 12 04:59 PM | Likes Like |Link to Comment
  • YUM Brands: Time For Major Changes [View article]
    A realistic analysis. I would be grateful if you could clarify whether it is Yum's intention to have 1000 new eateries in 100 cities in India by 2015 as opposed to the India Division (Bangladesh, Sri Lanka and Nepal)
    Feb 3 04:04 PM | Likes Like |Link to Comment
  • E-House: A Hidden Chinese Internet Monetization Opportunity [View article]
    But what does the company actually do? I have read though it 5 times and I am none the wiser.
    Feb 3 09:14 AM | Likes Like |Link to Comment
  • Highs And Lows From China's Third Plenum [View article]
    Useful article
    @ sethmcs
    As Xi Jinping now controls all the key committees including the military where he is positioning new appointees, he now is the most powerful leader in China since Deng Xiaoping so I think there is a risk of overplaying opposition to the reforms of the Third Plenum.
    Jan 19 08:51 AM | Likes Like |Link to Comment
  • U.K. Shopping Spree Sends The Pound Soaring [View article]
    How can anyone have any confidence in the UK economy with its current level of debt and no tax raising policies to reduce it? As to consumer spending in December, how much of this is on credit rather than personal savings?
    Jan 18 09:59 AM | Likes Like |Link to Comment
  • Vodafone's Dividend Under Pressure After Completing The Verizon Wireless Deal [View article]
    @Pim Keulen
    Thanks for the link because when I read your earlier comment I thought the proposed increase for Vodaphone was 432% instead it is the increase for Vodaphone and EE.

    In currency terms Ofcom are proposing Vodaphone should pay £83.1m annually instead of £15.6m annually because the spectrum is no longer used for 2G services.

    Interesting article. Do you know how much Vodaphone will be paying annually internationally for 4G services and how much it has paid/will pay to acquire them?

    There seems to be a problem with Seeking Alpha as most of the comments have disappeared
    Dec 29 10:49 AM | Likes Like |Link to Comment
  • Vodafone's Dividend Under Pressure After Completing The Verizon Wireless Deal [View article]
    @Pim Keulen
    Thanks for the link because when I read your earlier comment I thought the proposed increase for Vodaphone was 432% instead it is the increase for Vodaphone and EE.

    In currency terms Ofcom are proposing Vodaphone should pay £83.1m annually instead of £15.6m annually because the spectrum is no longer used for 2G services.

    Interesting article. Do you know how much Vodaphone will be paying annually internationally for 4G services and how much it has paid/will pay to acquire them?
    Dec 29 10:43 AM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
15 Likes