Archive for the 'China Stock' Category

Verigy CEO Discusses F1Q11 Results – Earnings Call Transcript

Sunday, February 27th, 2011

Verigy, Ltd. (VRGY)
F1Q11 Earnings Call
February 24, 2011 4:30 pm ET

Executives

Judy Davies – Vice President of Investor Relations and Marketing Communications.
Jorge Titinger – President and Chief Executive Officer.
Robert J. Nikl – Chief Financial Officer.

Analysts

David Dooley – Steelhead Securities LLC
Olga Levinson – Barclays Capital
Simran Drar – Cowen and Company, [...]

Some Insight Into China’s Overseas Investments

Sunday, February 27th, 2011

Patrick Chovanec submits:
Derek Scissors, the resident China expert at the Heritage Foundation in Washington, DC, has done some yeoman’s independent research and produced a highly informative report on patterns in China’s overseas investment over the past several years. (For my friends on the Left, who might be dubious about anything [...]

China’s Inflation Could Threaten the Global Recovery

Sunday, February 27th, 2011

MarketPulse FX submits:

By Scott Boyd

On February 8th, the People’s Bank of China raised the one-year lending rate twenty-five basis points to 6.06%. This marked the third rate increase in four months and most observers believe more interest rates hikes will be necessary for China to keep a lid on [...]

China Microcap Basket Trade Update – Part 4

Sunday, February 27th, 2011

Microcap Speculator submits:
NOTE: This is the final installment of a 4 part series. Read part 1, part 2 and part 3.
Sky-Mobi Holdings (Nasdaq:MOBI)

Like Bona Film Group, MOBI was a busted IPO. It priced far below the $8-10 expected range, and went nowhere but down for the [...]

Zaiteku and China’s January Inflation

Sunday, February 27th, 2011

Michael Pettis submits:

A large part of my newsletter earlier this week discussed emergent scandals in the railway industry and their implications for the overinvestment debate, and this was even before the Alibaba scandals broke, but I think a lot more interest this week surrounded the inflation numbers. Last [...]

Charm Communications CEO Discusses Q4 2010 Results – Earnings Call Transcript

Sunday, February 27th, 2011

Charm Communications, Inc. (CHRM)
Q4 2010 Earnings Call Transcript
February 24, 2011 08:00 AM ET

Executives

Justin Raybeck (ph) – IR
He Dang – Chairman and CEO
Wei Zhou – CFO

Analysts

Wallace Cheung – Credit Suisse
James Marsh – Piper Jaffray
Ian Whittaker – Liberum Capital

Presentation

Operator

Hello and thank you for standing by [...]

Buy This Once Hot China IPO After the Sell-Off

Sunday, February 27th, 2011

Stone Fox Capital submits:
ChinaCache International Holdings (CCIH) was one of the top IPOs of 2010. The company priced above the initial range at $13.9 and eventually ended up over 90% on the opening day closing at $27.15 and hitting as high as $30.70. The stock eventually peaked out at
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China: Betting Big on the Downside With CZI

Sunday, February 27th, 2011

Paul Goodwin submits:

By Paul Goodwin

The Halter USX China Index ETF (PGJ) tracks the performance of 200 or so Chinese stocks that trade as American Depositary Receipts (ADRs) on U.S. exchanges, giving us a snapshot of how China stocks are doing. The Halter made a couple of two-month advances in [...]

Why Can’t We Learn From China’s High Speed Rail Jinx?

Sunday, February 27th, 2011

Craig Pirrong submits:

Et tu, WaPo? Even the Washington Post recognizes that high speed rail is a loser. The paper recounts the Chinese problems I wrote about Saturday, and then shovels more dirt on the coffin:
Of course, if the Chinese do finish their system, it is likely to require operating subsidies for [...]

China Distance Education Holdings CEO Discusses F1Q2011 Results – Earnings Call Transcript

Sunday, February 27th, 2011

China Distance Education Holdings, Ltd. (DL)
F1Q2011 Earnings Call
February 23, 2011 8:00 AM ET

Executives

Zhengdong Zhu – Chairman and CEO
Ping Wei – CFO

Analysts

Mark Marostica – Piper Jaffray
Ella Ji – Oppenheimer

Presentation

Operator

Good evening, and thank you for standing by for the China Distance Education Holdings [...]