Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=53540This thread is for sharing ideas on China, Hong Kong, and Taiwan stocks listed on NYSE and Nasdaq (ADRs). There is a sister thread for Greater China related junior stocks, at [graphic]Subject 53604 Small cap (< $120 M) companies are Juniors. The thread portfolio is for GCS stocks with minimum capi...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5354038013210Glenn PetersenChina: High and dry By Leslie Hook Financial Times Last updated:May 14, 2013 9:12 pm Water shortages put a brake on economic growth Wang Fuguo, a 63-year-old cotton farmer, does not know when his ancestors began tilling the land in the dusty village of Weijie. But he is fairly sure he will be the last of his f...http://www.siliconinvestor.com/readmsg.aspx?msgid=288990705/16/2013 6:20:52 PMJurgis BekepurisI have a great business idea: selling cats to Chinese. $100 cat can ensure protection of your $1200 savings! It's less than 10% cost for great insurance!http://www.siliconinvestor.com/readmsg.aspx?msgid=288695215/1/2013 5:38:29 PMGlenn PetersenChinese Way of Doing Business: In Cash We Trust By DAVID BARBOZA New York Times April 30, 2013 SHANGHAI — Lin Lu remembers the day last December when a Chinese businessman showed up at the car dealership he works for in north China and paid for a new BMW 5 Series Gran Turismo — entirely in cash. “He drove here w...http://www.siliconinvestor.com/readmsg.aspx?msgid=288678574/30/2013 11:51:49 PMJulius WongChina Unicom (Hong Kong) Limited, (4/19 EOD) [graphic] China Unicom (Hong Kong) Limited, (Updated) [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=288477294/19/2013 11:07:29 PMJulius WongAsia Soaring Wages Stoke Inflation as Factory Costs Rise By Shamim Adam and Sharon Chen - Apr 2, 2013 Koda Ltd (KODA). Executive Director Ernie Koh has a message for clients in 50 countries who complain about the Singapore-based furniture maker’s first price increase in two years: Take it or leave it. Koda’s factor...http://www.siliconinvestor.com/readmsg.aspx?msgid=288126114/2/2013 8:18:07 PMJulius WongHong Kong Businesses Vanish as Rents Soar: Real Estate By Kelvin Wong - Apr 2, 2013 Over the past decade, car-repair shop owner Benny Chan has seen more than 70 percent of his small-business peers disappear as his Hong Kong neighborhood fills up with high-end Western bars and Japanese restaurants. “Rents here are...http://www.siliconinvestor.com/readmsg.aspx?msgid=288111204/2/2013 8:48:49 AMtom popehttp://www.siliconinvestor.com/readmsg.aspx?msgid=288093264/1/2013 9:06:16 AMJulius WongA CURRENCY deal enabling the Australian dollar to be converted directly into Chinese yuan, slashing costs for thousands of businesses, is set to be the centrepiece of Julia Gillard's mission to China next weekend. theaustralian.com.au http://www.siliconinvestor.com/readmsg.aspx?msgid=288092694/1/2013 8:05:09 AMJulius WongICBC Leads Chinese Banks in Trumping Returns at JPMorgan By Bloomberg News - Mar 27, 2013 China’s largest banks capped a sixth year of record profits by posting a 21 percent average return on equity, more than twice the rate earned by U.S. and European competitors led by JPMorgan Chase & Co. (JPM) Industrial & Comm...http://www.siliconinvestor.com/readmsg.aspx?msgid=288034283/27/2013 10:58:14 PMJulius WongDeMark Sees Shanghai Composite Resuming Rally After Drop By Belinda Cao - Mar 19, 2013 The Shanghai Composite Index (SHCOMP) will rally shortly after reaching a 2013 low this week, according to Tom DeMark, the founder of Market Studies LLC who correctly predicted a retreat in the Chinese stock gauge last month. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287879773/19/2013 8:21:03 PMbluezuuLLEN -- Of the .42 in earnings this quarter, .10 are one time and won't be repeated next quarter. Currently trading at 2.02. -------------------------------------------------------- SEATTLE, March 11, 2013 /PRNewswire via COMTEX/ -- L & L Energy, Inc. ("L&L" or "Company"), a Seattle-based company with a track record ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287760613/13/2013 11:00:09 AMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=287623373/5/2013 10:41:30 PMtom popehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287616433/5/2013 4:48:45 PMJulius WongHong Kong Economic Growth Picks Up to Fastest Pace in Year By Stephanie Tong and Simon Lee - Feb 26, 2013 Hong Kong’s economic growth accelerated last quarter to the fastest pace in a year, mirroring gains in China and Taiwan as Asia leads a global recovery. The city’s economy expanded 2.5 percent in the three mon...http://www.siliconinvestor.com/readmsg.aspx?msgid=287488112/27/2013 12:01:59 AMJulius WongApple Versus Samsung’s Winner Is TSMC: Riskless Return By Tim Culpan - Feb 26, 2013 Whether a consumer buys an Apple Inc. (AAPL) iPhone, a Samsung Electronics Co. Galaxy or a ZTE Corp. (000063)Grand, one company benefits -- Taiwan Semiconductor Manufacturing Co. (2330) TSMC gets $7 in sales for every smartphone s...http://www.siliconinvestor.com/readmsg.aspx?msgid=287487842/26/2013 11:46:02 PMGlenn PetersenChina's 'Wall' Hits Business Firms Say Censorship Slows Web Connections, Curbs Access to Services By PAUL MOZUR and CARLOS TEJADA Wall Street Journal February 13, 2013, 9:07 p.m. ET BEIJING—Fredrik Bergman ran into a problem when a client in Sweden tried to transfer files to his firm's headquarters here: Each ti...http://www.siliconinvestor.com/readmsg.aspx?msgid=287281792/15/2013 11:58:04 AMJulius WongChina ETFs For Jim Rogers' Bullish View February 7, 2013 by: Tom Lydon includes: FCHI, FXI, GXC, MCHI, PEK, PGJ, YAO seekingalpha.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287159372/9/2013 1:28:49 PMJulius WongXinyuan Real Estate Co., Ltd., Static Chart (2/7/13 EOD) [graphic] Xinyuan Real Estate Co., Ltd., Dynamic Chart (Updated) [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=287130322/7/2013 9:33:26 PMpcyhuangChina LongYuan (0916.hk) Outperforms Since the completion of its latest round of financing (U.S. $375 mil) in Dec., China LongYuan has had a great outperformance.... [graphic] Bloomberg.comhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287071092/5/2013 3:41:38 AMtom popeLast para conclusion of an article on BIDU in the FT The good news is that much of the bad news looks priced in. Baidu’s share price has fallen almost a fifth in the past year compared with a 2 per cent fall for other big US-listed Chinese companies. That has left it trading on 19 times forward earnings – a two-f...http://www.siliconinvestor.com/readmsg.aspx?msgid=287059092/4/2013 3:03:23 PMJulius WongChina's HSBC manufacturing PMI report jumped to 52.3, a two-year high in January. However, China's official NBS manufacturing PMI unexpectedly fell 50.4. Here's Why The Two Chinese PMI Reports Went In Opposite Directions businessinsider.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287000252/1/2013 7:54:13 AMJulius WongHong Kong ETFs Continue Uptrend January 29, 2013 by: Tom Lydon includes: EWH, EWHS, FHK seekingalpha.com http://www.siliconinvestor.com/readmsg.aspx?msgid=286977071/31/2013 9:23:00 AMGlenn Petersenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=286721391/18/2013 10:36:50 AMJulius WongChina 2013 Auto Sales May Accelerate This Year to Top 20 Million By Bloomberg News - Jan 11, 2013 Auto sales in China, including those of cars and buses, may accelerate this year and surpass 20 million units for the first time, spurred by a rebound in economic growth and urbanization. Wholesale deliveries may gain...http://www.siliconinvestor.com/readmsg.aspx?msgid=286576471/11/2013 10:01:42 AMJulius WongSuntech Power Holdings Co., Ltd., Static Chart (1/4/12 EOD) [graphic] Suntech Power Holdings Co., Ltd., Dynamic Chart (Updated) [graphic] [Text Chart]http://www.siliconinvestor.com/readmsg.aspx?msgid=286468851/6/2013 3:51:14 PMpcyhuangChina Longyuan successfully completed U.S.$375 Million Financing clypg.com.cn http://www.siliconinvestor.com/readmsg.aspx?msgid=286378481/2/2013 4:41:40 AMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=286366311/1/2013 2:19:33 PMGlenn PetersenChinese Companies Head For the Exit By NEIL GOUGH DealBook New York Times December 20, 2012, 5:56 am HONG KONG–Fed up with slumping share prices, prickly regulators and aggressive short sellers, an increasing number of Chinese companies listed on American stock exchanges are heading for the exits. The most rece...http://www.siliconinvestor.com/readmsg.aspx?msgid=2861687612/20/2012 11:28:10 AMGlenn PetersenChart of the day: China is now world’s No. 1 manufacturer Mark J. Perry Carpe Diem December 12, 2012, 4:56 pm [graphic] The United Nations updated its National Accounts Main Aggregates Database today with data for 2011. The chart above compares the annual manufacturing output of the US and China from 1970 to 2011 m...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860171312/13/2012 12:32:42 PMJulius WongE-House Rallies Most Since 2007 on Management Share Purchase By Victoria Stilwell - Dec 10, 2012 E-House China Holdings Ltd. (EJ) surged the most in five years in New York after the real estate developer said its executives will buy new shares at a premium. bloomberg.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2859645812/11/2012 8:15:12 AMJulius WongYes, Of Course, China is Headed the Same Way as Japan -- But Just Not the Way You Think! forbes.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2859590112/10/2012 8:03:05 PMJulius WongU.S. intelligence sees Asia's global power rising by 2030 WASHINGTON (Reuters) - China's economy is likely to surpass the United States in less than two decades while Asia will overtake North America and Europe combined in global power by 2030, a U.S. intelligence report said on Monday. "Meanwhile, the economies of...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859508112/10/2012 12:33:32 PMpcyhuangNew HongKong IPO Rules ..."Under current rules, a company only files its prospectus, the legal document that includes information about its finances and business, when it begins selling shares. The new rules will make companies fil...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859192612/7/2012 10:52:54 PMJulius WongDeMark Sees China Index Rally as Bears Exhausted Below 1,960 By Lu Wang - Dec 4, 2012 The Shanghai Composite Index (SHCOMP) will rally 48 percent within nine months after its decline below 1,960 signaled selling has climaxed, according to Tom DeMark, the creator of indicators to show turning points in securities. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858448912/4/2012 5:32:22 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=2858306512/4/2012 7:17:09 AMRobohogsAnd to think that QIHU was one of the guys attacked by the short cabal newsletter writers. Jonhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2858282112/3/2012 11:55:57 PMJulius WongQihoo 360 Technology Co. Ltd., Static Chart (12/3/12 EOD) [graphic] Qihoo 360 Technology Co. Ltd., Dynamic Chart (Updated) [graphic] [Text Chart]http://www.siliconinvestor.com/readmsg.aspx?msgid=2858274512/3/2012 10:51:37 PMJulius WongLending Money To China's Leading Internet Company Is Now Less Risky Than Lending Money To Google Umesh Desai and Pete Sweeney, Reuters HONG KONG/SHANGHAI ( Reuters) - Chinese search engine company Baidu Inc paid a lower interest rate than Google Inc when it sold $750 million in 10-year bonds last month. China's ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858104612/3/2012 8:22:07 AMJulius WongAnalysts Are Predicting That In 2013, Emerging Markets Will Get Their Revenge — And Today's Data Shows You Why businessinsider.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2858103312/3/2012 8:12:06 AMJulius WongAP IMPACT: China overtaking US as global trader By JOE McDONALD and YOUKYUNG LEE AP Business Writers Shin Cheol-soo no longer sees his future in the United States. The South Korean businessman supplied components to American automakers for a decade. But this year, he uprooted his family from Detroit and moved home...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858057412/2/2012 8:13:13 PMJulius WongChinese equities rose in New York, led by solar companies and consumer stocks, after Standard & Poor’s said Asia’s largest economy has “exceptional” growth prospects and reaffirmed its credit rating. bloomberg.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2857590011/29/2012 9:56:36 PMJulius WongHedge Funds Are Buying These 8 BRIC Stocks November 25, 2012 by Kapitall includes: LONG, MMYT, MTL, NTES, RDA, SINA, SOHU, XRS seekingalpha.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2856838611/26/2012 12:24:07 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=2856834011/26/2012 12:05:52 PMtom popeThank you Julius. Worth keeping on the screen, even though Friday was less stellar. Or maybe becausehttp://www.siliconinvestor.com/readmsg.aspx?msgid=2856655811/24/2012 10:06:24 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=2856623211/24/2012 3:00:13 PMJulius WongJaguar Land Rover, Chery Automobile to set up manufacturing unit in China The joint venture between Tata motors-owned Jaguar Land Rover and Chery Automobile, includes the creation of a new partnership brand to assemble models tailored specifically for the Chinese market, including the marketing and distribution mon...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855708311/19/2012 8:18:19 AMJulius WongEconomy Has Green Shoots From China to U.S. as Data Surprise By Simon Kennedy - Nov 14, 2012 The U.S. and China, the world’s traditional twin sources of growth, are planting seeds to lift the world economy from its midyear slowdown. Among the green shoots indicating faster expansion: stronger housing demand and h...http://www.siliconinvestor.com/readmsg.aspx?msgid=2854878611/14/2012 9:15:03 PMJulius WongChina Exports Exceed Estimates in Sign of Global Pickup By Bloomberg News - Nov 10, 2012 China’s exports rose more than estimated in October, adding to signs the world’s second-biggest economy will rebound this quarter after industrial output climbed at the fastest pace in five months. Overseas shipments increased...http://www.siliconinvestor.com/readmsg.aspx?msgid=2853839611/10/2012 8:18:47 AMJulius WongChina Industrial Output Accelerates as Inflation Eases By Bloomberg News - Nov 9, 2012 China’s factory output and retail sales exceeded forecasts and inflation unexpectedly cooled to the slowest pace in 33 months, signaling the government is boosting growth without driving a rebound in prices. Industrial producti...http://www.siliconinvestor.com/readmsg.aspx?msgid=2853542511/9/2012 7:12:49 AMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=2853511811/9/2012 12:10:23 AM