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Good for you! What do you think of Semb Marine, my only stock at hand besides GLD. It has surged but, am still holding to it. :)
tonylim ( Date: 04-Jan-2010 17:19) Posted:
A good start for the new year - most of my stocks are doing pretty fine.
tonylim ( Date: 03-Jan-2010 12:42) Posted:
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Top Stocks Picks in today's Sunday Times;
sem maiine,pec,swiber,ezra,midas,cdl trust,kepland,m1,starhuh,noble,wilmar,genting,mermaid,smrt,china milk
My preferences: CDL Trust, China Milk, Midas,PEC,Ezra,Ezion,ASL Marine,Boustead,Hiap Seng,Wheelock,Yanlord,UIC,Chemoil,PacAndes,Kenacanagri,SPH,Rotary,Ho Bee, |
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Most of your posts have gained popular confidence. :)
victorf ( Date: 07-Jan-2010 10:26) Posted:
| i would call for a pause (or neutral) stand.....wait for further market signals....good luck :) |
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If looking into investments related to credit linked notes, read below extract and dont get cheated. Just for sharing .:)
Many retail investors have lost large sums of money by investing in the credit linked notes, such as the minibonds, pinnacle notes, high notes and the jubilee notes.
Several financial institutions sold these credit-linked notes to their customers. The customers were told that their monies were invested in a basket of bonds issued by highed rated companies. The chance of failure of any of these reference entities was small, and even if it materialises, their loss will only be a proportion of the invested capital, due to the diversification of the risk.
This turned out to be an incorrect description of the actual nature of the notes. The invested capital was actually used to provide the security for credit default swaps on the reference entities. If any of these entities failed, the entire capital would be lost. Instead of diversifying the risk of failure, they are taking six to eight times of the risk of failure of any single entity.
The capital was actually invested in other assets that carry their own credit risk. This adds to the total risk of loss of the capital.
The actual structure of these notes were contained in several hundred of pages of a prospectus and pricing statments. The documentation was not clear, even to knowledgeable financial experts who spent many hours to read them. Many people feel that these documents are written to conceal the real nature of the structured products.
The actual return received by the product issuer was considerably higher (due to the extremely high risk) than the yield of 5% given to the retail investors. These excess gain was earned by the issuers but was not disclosed in any documentation. There were several devices created to hide or siphon off these profits.
Due to the global recession, many credit linked notes failed, causing severe losses to the retail investors. The dishonest act was in the creation of these products, attempts made to hide the true nature of the risks and to siphon off the excess return to the product issuer.
Most distributors of these products were not aware about the true nature of the products and had negligently misrepresent the products as being safe for retail investors. They were only focused on generating large volume of sales to earn an attractive rate of commission.
To avoid being cheated, it is important for retail investors to avoid all types of structured products, especially in an regulatory environment that is weak in protecting retail investors.
Tan Kin Lian
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1) No more stock except gold.
2) Looking into those 'reliable' mid-term investment such as unit trust , though , still a little fearful of putting money into wrong hand. Anyone got good recommendation?
Citibank has some recommendation but, is this the bank for us singaporean?
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China Energy was recommended to me 3 mths ago and now suffer same fate as this counter ...it has gone from $0.340 (plus / minus) 3 months ago and drop till today's price........
whitemagic ( Date: 10-Dec-2009 11:08) Posted:
DON'T TRUST RISKTAKER
kenkenken ( Date: 10-Dec-2009 10:51) Posted:
| so you are also one of the person who never listen and follow risktaker asking people to buy huh
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Cellery mix with green apples and cucumber juice is said to prevent one from getting cancer. These are quite 'cooling' and should drink only moderately especially for guys..
HLJHLJ ( Date: 29-Sep-2008 21:25) Posted:
Too late, many people have already used it. Also, there are many repeaters, routers all around us. Wireless internet, handphone etc all have radiation. Even if we don't use it, our neighbours are using it. If it is close range, then it can be avoided. If it is exposure, then no way we can avoid.
teeth53 ( Date: 29-Sep-2008 19:08) Posted:
The chorus of scientists who warn that mobile phone use may lead to brain cancer is getting impossible to ignore. »What are they saying?
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Friend, who is 'thinking within one's own box'? I think you should be the one most fitted into this statement because your life centre around only your so call 'zhugeliang and zhouyu' -
Your post on 7 dec said "BB wont let this cheong", but, its price went up right after your post. LOL! I dont bother to 'quote' all of your such postings for, there are way too many and i dont wanna waste my time......
Perhaps, you want a book on trend analysis for x'mas present. Cheers.
risktaker ( Date: 10-Dec-2009 12:40) Posted:
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Whatever i post :) i never do personal attack :P i just ignored. You should see more things my friend. Go travel and meet more people. Let your mind explore. You seems to be thinking only within a small square. Haiz
niuyear ( Date: 10-Dec-2009 12:26) Posted:
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This is a classic example of 'a bark is worst than a bite'!
By bringing in BB's action does not make a person more superior to others and by sepaking in vague, does make one think deeply whether one should believe it or not.
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Singaporeans still not as Tech savvy as those in china......most of the handphones are not being fully utilised but, we are paying such a high price for those unused or unnecessary features on the handphone.......
""Unlike in Singapore where we tend to use the mobile phone for conversations, SMSes or email, users in China like those in Japan and South Korea tend to use mobile phones for a greater variety of purposes such as the downloading of video, music or even movies due to the longer daily commutes or long distance travel. Eventually, 4G systems will be able to offer transfer speeds of up to 1 gigabit/sec compared to only 100 megabits/sec in Singapore." (I gigabit = 1,000 megabits) ""
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Wow, China Mobile group.......
China Mobie group boosts world’s largest mobile network and the world’s largest mobile subscriber base. In 2008, the Company was once again selected as one of the "FT Global 500" by Financial Times and "The World’s 2000 Biggest Public Companies" by Forbes magazine, and was recognized on the Dow Jones Sustainability Indexes ("DJSI") listed on the New York Stock Exchange ("NYSE") and The Stock Exchange of Hong Kong Limited ("HKEx") on 22 October 1997 and 23 October 1997, respectively. The Company was admitted as a constituent stock of the Hang Seng Index in Hong Kong on 27 January 1998.
AK_Francis ( Date: 14-Oct-2009 17:06) Posted:
Ha ha, talking about DOW10k cum STI just x 2700, a not bad moment to celebrate. Below just rcv fr email, for sharing:
Chinese Value Stocks! In DOW???
China's rapid economic growth will be the global story of the foreseeable future. Like the Japanese in 1980s, the Chinese are shopping for Hummer, IBM PC division, natural resources and real estate, etc.
In addition to growth, many investors look at emerging markets such as China as potential protection against falling dollars. No one wants to lose money any more after the market crash of last year, but neither can anyone afford to miss out potential huge growth ahead. Money is flying back to Chinese stocks causing valuations to rise rapidly. Are there still windows of opportunity left?
I went though all Chinese stocks listed in U.S. stock exchanges with market cap greater than $1 billion. Below are 19 with positive P/Es (sorted by P/E):
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Name
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Symbol
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P/E
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Mkt cap
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% Chg. From 52wk Low
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Aluminum Corp of China
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(ACH)
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7.9
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16.02B
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410%
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China Petroleum &
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(SNP)
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9.7
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76.75B
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191%
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Yanzhou coal mining
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(YZC)
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11.1
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7.47B
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376%
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China Mobile Ltd
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(CHL)
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12.2
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199.92B
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145%
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PetroChina Co Ltd
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(PTR)
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13.6
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221.75B
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215%
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Sohucom Inc
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(SOHU)
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14.6
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2.47B
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189%
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CNOOC Limited
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(CEO)
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15.3
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65.35B
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264%
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Shanda Interactive
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(SNDA)
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15.5
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3.22B
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243%
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Guangshen Railway
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(GSH)
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17.7
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2.97B
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161%
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NetEasecom, Inc
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(NTES)
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20.1
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5.23B
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270%
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Perfect World Co, Ltd
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(PWRD)
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20.7
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2.15B
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497%
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Trina Solar Limited
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(TSL)
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26.1
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1.03B
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618%
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Mindray Medical Intl
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(MR)
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29.0
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3.24B
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244%
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SINA Corp(USA)
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(SINA)
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32.8
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2.08B
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216%
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China Life Insurance
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(LFC)
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40.6
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129.73B
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206%
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New Oriental Edu
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(EDU)
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52.0
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3.14B
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217%
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Ctripcom Intl, Ltd
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(CTRP)
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57.4
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4.14B
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377%
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Baidu, Inc
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(BIDU)
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83.4
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14.61B
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420%
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Home Inns & Hotels
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(HMIN)
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108.8
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1.34B
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483%
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The top 9 stocks in the list have a P/E ratio of less than 18. They seem to still be reasonably priced, even though some of them have bounced back more than 400% from their 52-week-lows. These 9 inexpensive stocks are in 3 sectors: commodity, technology and railroads.
Commodity
ACH, SNP, YZC, PTR and CEO are all commodity related. Although the worst is likely behind the commodity sector, weakness might persist as long as excess supply does.
A study published in Journal of Investing, spring 2009 issue found that adding a significant allocation to commodities substantially improves portfolio performance. The performance is more dramatic for indirect investment via the equities of companies than for direct investment in the commodities themselves. Gold consistently provides a greater benefit than either platinum or silver. The findings are consistent during much of the 34-year study period.
Below are comparisons between Chinese oil & gas stocks to Exxon Mobil Corp (XOM). As you can see, Chinese oil giants don’t have a clear advantage over Exxon Mobil:
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Metric
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SNP
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PTR
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CEO
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XOM
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P/E
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9.74
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13.6
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15.2
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11.2
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Operating Margin
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5%
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15%
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40%
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15%
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Debt/Operating Cash Flow
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3.1
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1.0
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0.3
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0.2
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Technology
China Mobile Ltd (CHL) is a Chinese mobile-phone providers that has a huge cash stockpile it can use to continue expand. Below are comparisons between CHL and AT&T (T):
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Metric
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CHL
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T
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P/E
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12.2
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12.7
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Operating Margin
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33%
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18%
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Debt/Operating Cash Flow
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0.1
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2.1
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With a higher operating margin and a much lower debt load, CHL is clearly in a much better position. Also, it doesn’t have huge goodwill sitting in its balance sheet, like AT&T does. The Goodwill results in AT&T’s negative Net Tangible Assets.
SOHU and SNDA both have much higher growth rates than CHL, though they also have higher short ratios.
Railroads
Below is a comparison between Guangshen Railway (GSH) and Burlington Northern Santa Fe Corp. (BNI). No wonder Warren Buffett prefers BNI.
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Metric
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GSH
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BNI
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P/E
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17.6
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14.0
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Operating Margin
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14%
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24%
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Debt/Operating Cash Flow
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2.4
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2.6
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ETFs
The followings are mainly China related ETFs/ETNs, including short and currency:
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Fund Name
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Ticker
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Net Assets
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Portfolio P/E
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iShares FTSE/Xinhua China 25 Index
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FXI
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11.30B
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14.6
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SPDR S&P China
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GXC
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455.46M
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17.0
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PowerShares Gldn Dragon
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PGJ
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439.50M
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16.1
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UltraShort FTSE/Xinhua China25
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FXP
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269.93M
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Claymore/AlphaShares China Small Cap
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HAO
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182.13M
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15.4
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WisdomTree Dreyfus Chinese Yuan
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CYB
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136.81M
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Claymore China Real Estate
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TAO
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79.43M
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16.0
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The most popular one is FXI, which owns 25 mature, state-owned and too-big-to-fail Chinese companies listed in Hong Kong.
Small Cap
Superior growth usually comes from small to mid-cap stocks. I lowered the criteria to include any profitable Chinese stocks with a market cap greater than $100 million. Jinpan International Ltd. (JST) engages in the design and manufacture of cast resin transformers for voltage distribution equipment in China. Its P/E is 9, PEG is 0.56, debt/operation cash flow is less than 1, and short ratio is very low. However, the market cap is only $250M.
Conclusion
Investors usually have short-term memories. We seem to be driven by the most recent market rally, conveniently forgetting the lessons of last year. Hot markets eventually cool, and most investors don't catch on until it's too late.
Investors do have a habit of buying hot stocks. If a stock can be up 400% over the last 12 months, it could also be down 75% in the next 52 weeks. However, if you can tolerate this kind of risk, and have a very long invest horizon, you might want to consider these profitable and still relatively inexpensive Chinese companies presented above.
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If look at the chart, it looks like a forming of Doji where open price and close price at its highest (0.245). This occur when there is a market turning point. Any expert want to comment on this? Previously, was like tug-of-war.
This is a good fundamental stock. I am out for it.
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This is a classic example of 'a bark is worst than a bite'!
By bringing in BB's action does not make a person more superior to others and by sepaking in vague, does make one think deeply whether one should believe it or not.
risktaker ( Date: 07-Dec-2009 21:42) Posted:
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haha :)
Rule #1 - Be cool and calm when you due with shares.
I dont say things directly you have to digest it and think carefully. Whats my true meaning. Well of course there are times i am quite direct. Today I say RafflesEdu I have contributed both ways. Already buy and sold my shares. I did tell people it has to cross 0.44 to go higher and seems no one willing to take over those shares @ 0.44 a sell down is coming. sigh
niuyear ( Date: 07-Dec-2009 13:56) Posted:
| Please stop farting lah! Go click your own posts about your prediction of stocks and the DOW's performance of up and down ..........all not accurate and bullshit. BBs should not behave like what you do...for goodness sake. |
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A 'bark' can be worst than a 'bite' !
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Want to listen to my story?
3 months ago, I was being PM and given a tip to buy this stock. It was high of 0.3xx cents i think... As i dont fancy china stock / s-chips, i kept it in my watchlist and waiting for the price to plunge, true enough, the price plunged few days later till this present price........................
louis_leecs ( Date: 09-Dec-2009 23:35) Posted:
| look like invisible hand buying,,,,,,,,,,,,,,,,,,,quit and slow buying,,,,,,,,,,,,,,,,,,,accumulate before punt hight,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,history repeat again,,,,,,,,,,,,,,,,,,,,,,,,,,,
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Phillip securities quite 'bearish' of STI...........
Technical Analysis – STI Facing Downside Risk Tuesday, 8 December 2009 The odds in the equity market now are stacked in favour of the bears. The S&P 500 continues to show a divergence and the Dollar has spiked after rejecting strong support in the 74.50 to 74.00 region that we mentioned. There is also a divergence present in the STI. We continue to maintain the view that we will see weakness in the STI in the short term and advise investors to stay out of longs. S&P 500, Daily, 5 December 2009 Source: Bloomberg, Phillip Securities Research Friday’s (4Dec09) close for the S&P 500 has negative implications despite a slightly positive close. This is the third day that the S&P 500 has pushed to new intraday highs to reject it strongly. Friday’s range was also greater than the previous 3 sessions. This makes the high (1119) and low (1096) short term breakout trigger levels. The odds right now are stacked towards the bear camp. We have a prolonged RSI divergence, multiple rejections of intraday highs, in addition to a weakening CRB and strong Dollar. The market looks like its setting up for weakness in the short term. However, it is too early
niuyear ( Date: 09-Dec-2009 10:48) Posted:
| Richtan has ever posted STI chart that it might touch 3278 (if i remember correctly). Though may not be immediate , but, reaching 3000 first should not be a miracle. :) Lets cheer to it!! What say you? |
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Richtan has ever posted STI chart that it might touch 3278 (if i remember correctly). Though may not be immediate , but, reaching 3000 first should not be a miracle. :) Lets cheer to it!! What say you?
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Its ok lar, never mind lar.......i thought you got a lot of 'will' from someone and you must one super rich guy! hahaha!
des_khor ( Date: 09-Dec-2009 10:42) Posted:
Ooopsss!! no study!!!
niuyear ( Date: 09-Dec-2009 10:35) Posted:
| haha, you mean 'living in the Well' and not 'Will'. : |
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haha, you mean 'living in the Well' and not 'Will'. :)
des_khor ( Date: 09-Dec-2009 00:20) Posted:
| Haha... i'm still live in the will... |
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NokiaX6 looks cool and sleek but, it is a fully touch screen phone and i am not a touch-screen lover. Will go for sony ericson 'Aino' because it is a 'semi-touch screen' - only some features are touch screen... its pretty cool and its colour is 'luminous white' combine with black. Very rarely you can see this kind of 'white' handphone in the market. :)
oinkoink1999 ( Date: 08-Dec-2009 23:09) Posted:
| now latest is Nokia X6 ..check it out.... |
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Richtan and Midas rawk...........
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I have dropped the idea of buying iphone. Some people got this experience of their contacts being wiped off totally. Also, iphone is run on a 'programme' and it looks like might be 'virus' prone like computer.
I am eyeing at sony ericson 'half-touch phone' cos i dont like 'full touch phone'.
tonylim ( Date: 08-Dec-2009 17:48) Posted:
Don't jump into conclusion too soon. Wait for its bundle and it will give Singtel a run for its money !!! Not late to buy now !
niuyear ( Date: 08-Dec-2009 10:06) Posted:
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Why starhub iphone sucks? iphone features different? |
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