ChinaMart's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/92951/comments http://seekingalpha.com/article/91987-why-thornburg-mortgage-will-survive?source=feed#comment-235586 235586 Thu, 21 Aug 2008 10:17:47 -0400 http://seekingalpha.com/article/91954-will-crude-oil-break-100-barrel?source=feed#comment-235404 235404 Thu, 21 Aug 2008 07:07:59 -0400 http://seekingalpha.com/article/79879-chinese-tech-stock-weekly-summary-5-26-6-1?source=feed#comment-179170 179170
MYST down 12% today, lol.]]> Wed, 04 Jun 2008 11:56:34 -0400
MYST down 12% today, lol.]]> http://seekingalpha.com/article/79632-oil-bubble-spin?source=feed#comment-177793 177793 Mon, 02 Jun 2008 07:33:36 -0400 http://seekingalpha.com/article/79627-china-biotech-week-in-review-earnings-deals-and-drug-development?source=feed#comment-177787 177787 As far as I can tell, this makes LTUS the best value in the China Biopharma sector today.]]> Mon, 02 Jun 2008 07:14:21 -0400 As far as I can tell, this makes LTUS the best value in the China Biopharma sector today.]]> http://seekingalpha.com/article/79231-wuxi-pharmatech-reports-another-healthy-quarter?source=feed#comment-175832 175832 Thu, 29 May 2008 08:35:48 -0400 http://seekingalpha.com/article/78981-china-telecom-sector-reorg-plan-affecting-china-mobile?source=feed#comment-175121 175121
Your crappy penny stock MYST has been spammed on every Seeking Alpha Article I've read this week.

ENOUGH!!!!!!!!!!!!]]> Wed, 28 May 2008 09:17:47 -0400
Your crappy penny stock MYST has been spammed on every Seeking Alpha Article I've read this week.

ENOUGH!!!!!!!!!!!!]]> http://seekingalpha.com/article/78765-china-sky-one-headed-for-american-exchange?source=feed#comment-174194 174194
I am an invrestor in the China Biopharma sector. Please stop spamming your penny stock MYST on every non-related article Seeking Alpha puts out.

MYST has NOTHING to do with CSKI, or the China Biopharma sector.

Your non-stop spam of MYST is abusive.]]> Mon, 26 May 2008 18:40:35 -0400
I am an invrestor in the China Biopharma sector. Please stop spamming your penny stock MYST on every non-related article Seeking Alpha puts out.

MYST has NOTHING to do with CSKI, or the China Biopharma sector.

Your non-stop spam of MYST is abusive.]]> http://seekingalpha.com/article/77701-sinovacs-q1-doubles-year-earlier-results?source=feed#comment-169749 169749 Sun, 18 May 2008 15:59:15 -0400 http://seekingalpha.com/article/75316-china-pharma-delivers-on-improved-financials-promise?source=feed#comment-160652 160652 And, (although this will sound to some like spam), LTUS.OB (Lotus Pharma)for comparison has a much more favorable DSO average of about 90. This tells me that LTUS is converting their ARs into cash at a faster rate, and more successfully than CPHI.]]> Fri, 02 May 2008 10:16:18 -0400 And, (although this will sound to some like spam), LTUS.OB (Lotus Pharma)for comparison has a much more favorable DSO average of about 90. This tells me that LTUS is converting their ARs into cash at a faster rate, and more successfully than CPHI.]]> http://seekingalpha.com/article/72994-china-more-evidence-of-increasing-risks?source=feed#comment-153839 153839 Sun, 20 Apr 2008 23:23:35 -0400 http://seekingalpha.com/article/67552-american-oriental-bioengineering-considering-several-acquisition-targets?source=feed#comment-123410 123410 I also believe LTUS (Lotus Pharmaceuticals) is worth a look here, as the company has plans for a nasdaq listing, and is currently trading at a PE of 3 based on 2008 make good target of .28/share, with over 60% income growth yoy.]]> Fri, 07 Mar 2008 07:44:14 -0500 I also believe LTUS (Lotus Pharmaceuticals) is worth a look here, as the company has plans for a nasdaq listing, and is currently trading at a PE of 3 based on 2008 make good target of .28/share, with over 60% income growth yoy.]]> http://seekingalpha.com/article/60424-china-biologic-products-to-upgrade-plasma-production-facilities?source=feed#comment-111026 111026
LTUS.OB (Lotus Pharmaceuticals) (based on 2007 income of .18/share) is trading at a PE of under 6 at $1/share.

Lotus Pharmaceuticals has the same torrid income and revenue growth (120% and 70% respectively) yoy that China Biologic has also, and is off the pinks.

You might want to do some more dd on LTUS.

]]> Thu, 17 Jan 2008 08:05:38 -0500
LTUS.OB (Lotus Pharmaceuticals) (based on 2007 income of .18/share) is trading at a PE of under 6 at $1/share.

Lotus Pharmaceuticals has the same torrid income and revenue growth (120% and 70% respectively) yoy that China Biologic has also, and is off the pinks.

You might want to do some more dd on LTUS.

]]> http://seekingalpha.com/article/59166-five-china-stocks-to-watch-this-week?source=feed#comment-108601 108601
Additionally, there is one extremely undervalued China micro in LTUS.OB (Lotus Pharmaceuticals) that I believe is worth a closer look. This is a stock that has been oversold to the point where it now trades at a PE of 6 based on 2007 expected income of .18/share. The stock is thinly traded/unknown still, but that should change when their new IR firm is hired/announced.

LTUS has come off a triple bottom and was up 10% Thursday to $1.14/$1.20 on near-record volume and no news. Given the 100% income growth of LTUS yoy, their increasing margins, extensive drug pipeline, the hiring of a much needed IR firm which appears around the corner, and an extremely modest PE, LTUS.OB should be added to the list of "Ones to Watch".

Cheers,


]]> Sun, 06 Jan 2008 18:59:06 -0500
Additionally, there is one extremely undervalued China micro in LTUS.OB (Lotus Pharmaceuticals) that I believe is worth a closer look. This is a stock that has been oversold to the point where it now trades at a PE of 6 based on 2007 expected income of .18/share. The stock is thinly traded/unknown still, but that should change when their new IR firm is hired/announced.

LTUS has come off a triple bottom and was up 10% Thursday to $1.14/$1.20 on near-record volume and no news. Given the 100% income growth of LTUS yoy, their increasing margins, extensive drug pipeline, the hiring of a much needed IR firm which appears around the corner, and an extremely modest PE, LTUS.OB should be added to the list of "Ones to Watch".

Cheers,


]]> http://seekingalpha.com/article/57793-qiao-xing-universal-telephone-the-cheapest-chinese-adr-around?source=feed#comment-106242 106242
"earnings" just announced show they lost .04/share in the last Q (which should have been filed over a month ago).

XING is a $5 stock, at best.
]]> Thu, 20 Dec 2007 11:47:06 -0500
"earnings" just announced show they lost .04/share in the last Q (which should have been filed over a month ago).

XING is a $5 stock, at best.
]]> http://seekingalpha.com/article/57793-qiao-xing-universal-telephone-the-cheapest-chinese-adr-around?source=feed#comment-106067 106067
This is NOT how a REAL Nasdaq company operates to attract investors- both individual and institutional.

XING is worth what the market is paying for it now, and not much more IMO. XING will only see $85/share after a 8:1 reverse split.]]> Wed, 19 Dec 2007 11:31:05 -0500
This is NOT how a REAL Nasdaq company operates to attract investors- both individual and institutional.

XING is worth what the market is paying for it now, and not much more IMO. XING will only see $85/share after a 8:1 reverse split.]]> http://seekingalpha.com/article/54864-china-pharma-holdings-an-opportunity-to-buy-a-beloved-stock?source=feed#comment-102628 102628
PE for LTUS.OB is about 5 here!]]> Wed, 21 Nov 2007 10:21:41 -0500
PE for LTUS.OB is about 5 here!]]> http://seekingalpha.com/article/49561-chinese-shares-soar-but-can-they-be-bought?source=feed#comment-98332 98332
One that a I'll mention here for your consideration is WWMU.OB.

The upside on WWMU: At $6.50, this stock currently trades at a forward PE of 9 based on 2007 eps estimates of .71/share. They have about $1/share cash, no long term debt, and are growing revenues and income at > 50%.

The downside? The float is miniscule with only 308k shares in it, and about 2M shares total outstanding. As a result, trading been extremely thin at this point.

That said, I think it's worthy of a small position here based on their growth, cash/share, lack of debt, and pending acquisition in November that will be immediately accretive to earnings.]]> Thu, 11 Oct 2007 06:21:51 -0400
One that a I'll mention here for your consideration is WWMU.OB.

The upside on WWMU: At $6.50, this stock currently trades at a forward PE of 9 based on 2007 eps estimates of .71/share. They have about $1/share cash, no long term debt, and are growing revenues and income at > 50%.

The downside? The float is miniscule with only 308k shares in it, and about 2M shares total outstanding. As a result, trading been extremely thin at this point.

That said, I think it's worthy of a small position here based on their growth, cash/share, lack of debt, and pending acquisition in November that will be immediately accretive to earnings.]]> http://seekingalpha.com/article/49181-protecting-yourself-from-the-china-bubble?source=feed#comment-98150 98150
WWMU.OB is a prime example:

ttm eps of .55 and stock under $7 still.

Also paying a dividend starting this year.

With another China manufacturing acquisition due to close in November, and projected EPS of .60 for 2007, it's proof positive (to me anyway) that if you do good research and pick and choose, you can find great deals in China.

That said, I'd short anything that's gone parabolic in the last few weeks unless they have the fundamentals to support the sp.]]> Tue, 09 Oct 2007 18:38:33 -0400
WWMU.OB is a prime example:

ttm eps of .55 and stock under $7 still.

Also paying a dividend starting this year.

With another China manufacturing acquisition due to close in November, and projected EPS of .60 for 2007, it's proof positive (to me anyway) that if you do good research and pick and choose, you can find great deals in China.

That said, I'd short anything that's gone parabolic in the last few weeks unless they have the fundamentals to support the sp.]]> http://seekingalpha.com/article/47731-shanghai-century-shareholders-to-vote-on-significant-kelun-deal?source=feed#comment-97157 97157
After yesterday's close, they announced blow-out earnings of .62/share.

Stock still under $4, but shouldn't be by Tuesday.

biz.yahoo.com/prnews/0...

regards,
]]> Sat, 29 Sep 2007 13:16:07 -0400
After yesterday's close, they announced blow-out earnings of .62/share.

Stock still under $4, but shouldn't be by Tuesday.

biz.yahoo.com/prnews/0...

regards,
]]> http://seekingalpha.com/article/41569-china-natural-gas-bumping-against-all-time-highs?source=feed#comment-93038 93038
then "many" or "most" were very wrong.

I still like SNEN here. They made .24/share in 2006, which is more than CHNG did.
Best part about SNEN is that they have no need for this sort of dilution that CHNG is now faced with- SNEN has the cash they need to build the first 30 stations already.

Good luck.]]> Tue, 07 Aug 2007 08:40:38 -0400
then "many" or "most" were very wrong.

I still like SNEN here. They made .24/share in 2006, which is more than CHNG did.
Best part about SNEN is that they have no need for this sort of dilution that CHNG is now faced with- SNEN has the cash they need to build the first 30 stations already.

Good luck.]]> http://seekingalpha.com/article/43276-the-long-case-for-sinoenergy?source=feed#comment-92920 92920
Although your question was directed to the author, I thought I'd jump in.

You asked: "what do you think about SNEN compared with CHNG, which is already profitable?" which implies that SNEN is not profitable. In fact, SNEN made .24/share in 2006, and CHNG made .23/sare.

SNEN is now trading at a trailing PE of 9
CHNG is trading at a trailing PE of 29

Hope this helps,]]> Sun, 05 Aug 2007 19:49:35 -0400
Although your question was directed to the author, I thought I'd jump in.

You asked: "what do you think about SNEN compared with CHNG, which is already profitable?" which implies that SNEN is not profitable. In fact, SNEN made .24/share in 2006, and CHNG made .23/sare.

SNEN is now trading at a trailing PE of 9
CHNG is trading at a trailing PE of 29

Hope this helps,]]> http://seekingalpha.com/article/41569-china-natural-gas-bumping-against-all-time-highs?source=feed#comment-92919 92919
Who is "most"? The current shareholders?]]> Sun, 05 Aug 2007 19:19:10 -0400
Who is "most"? The current shareholders?]]> http://seekingalpha.com/article/43276-the-long-case-for-sinoenergy?source=feed#comment-92721 92721
I was doing some dd after reading your article on SNEN and came across this video of Boone Pickens talking about CNG growth in China. I'm sure it's the one you were referring to in your article, and I thought your readers might be interested in it.

www.cnbc.com/id/198242...

Anyway, thanks for uncovering this one. I'm still looking at it, but it looks interesting so far!

John]]> Thu, 02 Aug 2007 17:16:45 -0400
I was doing some dd after reading your article on SNEN and came across this video of Boone Pickens talking about CNG growth in China. I'm sure it's the one you were referring to in your article, and I thought your readers might be interested in it.

www.cnbc.com/id/198242...

Anyway, thanks for uncovering this one. I'm still looking at it, but it looks interesting so far!

John]]> http://seekingalpha.com/article/41569-china-natural-gas-bumping-against-all-time-highs?source=feed#comment-91749 91749
Thanks for the tip!]]> Sat, 21 Jul 2007 08:01:01 -0400
Thanks for the tip!]]> http://seekingalpha.com/article/41361-three-microcap-quick-hits-china-3c-group-paragon-tech-answers-com?source=feed#comment-91465 91465
biz.yahoo.com/prnews/0...]]> Wed, 18 Jul 2007 10:51:10 -0400
biz.yahoo.com/prnews/0...]]> http://seekingalpha.com/article/40463-interactive-q-a-brian-lin-ceo-of-china-fire-and-security-group-inc-cfsg-ob?source=feed#comment-91034 91034
I just wanted to say thanks for the Nasdaq listing!

Now CFSG can trade at a PE it deserves going forward.

You seem to have a pattern of underpromsing and overdelivering which I really like.

Keep up the great work.

Gary]]> Thu, 12 Jul 2007 11:41:54 -0400
I just wanted to say thanks for the Nasdaq listing!

Now CFSG can trade at a PE it deserves going forward.

You seem to have a pattern of underpromsing and overdelivering which I really like.

Keep up the great work.

Gary]]> http://seekingalpha.com/article/40463-interactive-q-a-brian-lin-ceo-of-china-fire-and-security-group-inc-cfsg-ob?source=feed#comment-90680 90680
Thank you for appearing in this forum to answer our questions!

I have two questions:

1. I read in a previous PR by CFSG that the company helped the Chinese government write the industrial fire safety codes that came out in April of this year. Can you go into more detail about how this will drive demand for your products going forward? And as a follow-up, I think I also read that at the moment, CFSG is the only company in China that has products that meet some of the new standards. Is that still the case?


2. I know you can't say at this point when exactly CFSG will be going to a national exchange, but do you believe it will be by the end of this year?

Thank you,

Gary]]> Mon, 09 Jul 2007 10:48:07 -0400
Thank you for appearing in this forum to answer our questions!

I have two questions:

1. I read in a previous PR by CFSG that the company helped the Chinese government write the industrial fire safety codes that came out in April of this year. Can you go into more detail about how this will drive demand for your products going forward? And as a follow-up, I think I also read that at the moment, CFSG is the only company in China that has products that meet some of the new standards. Is that still the case?


2. I know you can't say at this point when exactly CFSG will be going to a national exchange, but do you believe it will be by the end of this year?

Thank you,

Gary]]>