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Alen

China Sports International 2008 Q2 result

August 21, 2008 by Alen
By: Alen It is interesting to evaluate other sports player result also. Following is the China Sports International result for Q2. Revenue +50% Cost of sales +49.9% (in sync with revenue) Selling and distribution expense +281.5% Administrative expense +387.3% Profit before tax increased only 25.7% as a result of high expenses incurred. The group is [...]

in Categories: Shares and Derivatives

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China New Town unappreciated

June 16, 2008 by Alen
By: Alen Last Friday, Dow closed at the positive region, the coming week should see some rebound. After that, the bad news might get investor nervous again. The only transaction I did last month was to buy China New Town share. After watching it plunging from 80 cents to near 20 cents, I think it [...]

in Categories: Shares and Derivatives

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China Taisan IPO

June 4, 2008 by Alen
By: Alen China Taisan Technology IPO comprises of - 8,000,000 Offer Shares at S$0.24 each by way of public offer; and - 225,000,000 Placement Shares at S$0.24 each by way of placement China Taisan Technology Group Holdings Limited (”China Taisan”) is one of the leading manufacturers in the PRC of knitted fabrics used for sports [...]

in Categories: Shares and Derivatives

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Best performing unit trust could be your worst investment

June 2, 2008 by Alen
By: Alen I read in the news last week. The worst may not be over for Vietnam’s stock market. Morgan Stanley said Vietnam was heading for a “currency crisis” and Fitch Ratings cut its outlook on the country’s debt rating. The country is experiencing strong inflation and maybe overheating. The once best performing stock index [...]

in Categories: Shares and Derivatives

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Investment strategy for the second half of 2008

May 24, 2008 by Alen
By: Alen This is not meant to be a long analysis article. At the point of writing, Dow is down 134 for the Friday trading. If not surprise or bargain hunting, it would most likely ended the week at the lowest point. After the relief rally, the stock market is again focusing on the bad [...]

in Categories: Market Review and Trends

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Banyan Tree – The luxury tree

May 17, 2008 by Alen
By: Alen Banyan Tree posted 38% increase in Q1 net profit for FY08. Total revenue rose 34% because of strong growth in hotel investment and property sales. The company is expanding the resort and hotel business into new location. The hotel business remain stable despite the cloudy global economic environment. They expect good response to [...]

in Categories: Shares and Derivatives

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MIDAS FY07 result

March 11, 2008 by Alen
By: Alen Revenue +34% Cost of sales +35.1% (inline with the revenue growth) Profit after tax +24.8% (income tax increased) Borrowing +11.9% to 15,413k Operating cashflow +22.6% Cash at end of year 51,666k (more than enough to cover borrowing) EPS +18.9% to 3.78 cents NAV 22cents Gross Profit margin 32.1% Profit margin and revenue growth [...]

in Categories: Shares and Derivatives

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Severe winter effect on China economy and stock

February 12, 2008 by Alen
By: Alen Before the severe winter condition, China already experienced higher inflation and run away food price. Now, the winter that paralyzed certain part of the country should have impact on the economy. The direct impact of the winter are disruption of food, electricity and transport. As the snow damaged road and structure, rebuilding would [...]

in Categories: Market Review and Trends

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2008 stock market strategy

January 3, 2008 by Alen
By: Alen I would like to examine the key issues in coming year and try to formulate the strategy for 2008. Key issues Sub prime problem. It is expected that more sub prime borrowers would default. The housing slump would continue and credit crunch would persist. Credit crunch because those financial institutions who might have [...]

in Categories: Investing

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The haunted town

December 23, 2007 by Alen
By: Alen The most talked about and wondered share this week got to be China New Town. Somehow it is coming down, regardless of market sentiment. It finished the week with all time low, even though, other china shares rebounded. Does market know something that we don’t know? Yes or no. From my experience, sometime [...]

in Categories: Shares and Derivatives

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