WFR
Q3,rev$472m,gross238m,op200m,net151m
Q4,revexpectedat$540m
futurecontract(mayormaynotpanoutinall),$15-18B,
themostcriticalpieceofinfo,
polysilliconcapacity6000tonbyendofyear,
LDK,
Q3revbyitsCFOabout$150m
growthrateexpect100%forthenext2years,
butwillincurhugenegativecashflowforthenext2yearsdueto$1Bfacilitybuildup,however,ifthemarketcansustain,
polysillico...[阅读全文]
博文
(2007-10-26 08:06:09)
(2007-10-24 12:03:05)
therearetwokindofpeopleinthisworld,onewhobornwithcertainpositions,onewhohavetoearnthosepositionsbyexchangingitwithsomeofthevirtuesorpropertiesoftheirown,
Ibelongtothelater,unlikeDuke,Iwasbornfromaverypoorcountryside,whereIstillgovisiteverytimeIhaveachancetoseemygrandma,andmyuncleandaunts,whoraisedmethroughmytoddleyears.
theotherdayIviewedthevideoontop,激流中国,IfoundthatIidentifywithalmost...[阅读全文]
Ibelongtothelater,unlikeDuke,Iwasbornfromaverypoorcountryside,whereIstillgovisiteverytimeIhaveachancetoseemygrandma,andmyuncleandaunts,whoraisedmethroughmytoddleyears.
theotherdayIviewedthevideoontop,激流中国,IfoundthatIidentifywithalmost...[阅读全文]
(2007-10-22 10:35:37)
http://seekingalpha.com/article/50737-ldk-solar-the-pros-the-cons-the-recap[阅读全文]
(2007-10-22 10:13:31)
thereisnohouseonWallStthattypifiesWallStastheGoldmanSacks,
thegroupofmostbrilliant,mosthard-workingpeoplewhototallyandnon-apologeticallysoldtheirsoulstothedevilofmoney,
lastFriday,aGSanalystbythenameofCherylTang,upgradedSTPwithpricetargetto52,andputa"sell"LDKwithtarget33,
-----------------
Goldmanlastreportedowns7msharesofSTP,I'mverycuriousnextQ,whatthenumberwillbe,andhow...[阅读全文]
thegroupofmostbrilliant,mosthard-workingpeoplewhototallyandnon-apologeticallysoldtheirsoulstothedevilofmoney,
lastFriday,aGSanalystbythenameofCherylTang,upgradedSTPwithpricetargetto52,andputa"sell"LDKwithtarget33,
-----------------
Goldmanlastreportedowns7msharesofSTP,I'mverycuriousnextQ,whatthenumberwillbe,andhow...[阅读全文]
(2007-10-19 23:16:42)
大千各流各派，有做基本分析的，有做宏观经济的；有做龙头的，有做小盘绩优的；技术面上有做买底的，有做趋势的，有做反趋势的，有做长线的，
有做一剑封喉的；有做游击的，有做庄的，有跟风的，还有不知在做什么的，
但也有一些奇怪的人，不知是那儿的高贵血统，听到中概就过敏，多大的蓝筹中概也是垃圾，业绩都是假的，成长必然崩溃。自己经常提及针尖[阅读全文]
有做一剑封喉的；有做游击的，有做庄的，有跟风的，还有不知在做什么的，
但也有一些奇怪的人，不知是那儿的高贵血统，听到中概就过敏，多大的蓝筹中概也是垃圾，业绩都是假的，成长必然崩溃。自己经常提及针尖[阅读全文]
(2007-10-19 13:52:38)
closedmosttradingpositiontoday,evenACHZNHCHL
outof1/2ofPTR,onvaluation,nowthatit'sclearthatWBistotallyout,
investmentpositionintact,allSNPandFXILFC,
alsodidn'ttouchabunchofmidtiergrowthcandidates,MR,WX,CMED,YGE,SOHU...won'taddeitherexceptmaybeWX,
haven'thadthismuchpercentageofcashinalongtime,
-----------
verypressuredallday,
-----------
marketsentimentseemschanged,t...[阅读全文]
outof1/2ofPTR,onvaluation,nowthatit'sclearthatWBistotallyout,
investmentpositionintact,allSNPandFXILFC,
alsodidn'ttouchabunchofmidtiergrowthcandidates,MR,WX,CMED,YGE,SOHU...won'taddeitherexceptmaybeWX,
haven'thadthismuchpercentageofcashinalongtime,
-----------
verypressuredallday,
-----------
marketsentimentseemschanged,t...[阅读全文]
(2007-10-18 08:09:28)
两年以后,Chinesegov'tpricelimitongasoline/dieselwillbeliftedbyhowmuch?
两年以后,domesticdemandwillincreasehowmuch?
两年以后,SNP'searningwillbehowmuch?
两年以后,USD:RMBwillbehowmuch?
----
anyvaluationjudgementwithoutacleartimeframeisoftenapassinghallowshot,whilemayresonatingwithitsaudienceforthetime,havingnoreallylastingvalue,
[阅读全文]
两年以后,domesticdemandwillincreasehowmuch?
两年以后,SNP'searningwillbehowmuch?
两年以后,USD:RMBwillbehowmuch?
----
anyvaluationjudgementwithoutacleartimeframeisoftenapassinghallowshot,whilemayresonatingwithitsaudienceforthetime,havingnoreallylastingvalue,
[阅读全文]
(2007-10-17 08:11:59)
［只限投资级中概］
－－－－－－－－－
是现在吗？
当然万事都有可能，但我不相信
我相信，现在只是卡位的高潮
现在中概的参与者，还只是先行者。是，基本上每一个有敏感的海外华人都加入了;是，有些基金;是，有些热钱;是，有些非华人的投资投机者。
但市场呢？市场就这么大吗？现在中概的参与者，是市场的主流主力吗？
我不相信
－－－－[阅读全文]
－－－－－－－－－
是现在吗？
当然万事都有可能，但我不相信
我相信，现在只是卡位的高潮
现在中概的参与者，还只是先行者。是，基本上每一个有敏感的海外华人都加入了;是，有些基金;是，有些热钱;是，有些非华人的投资投机者。
但市场呢？市场就这么大吗？现在中概的参与者，是市场的主流主力吗？
我不相信
－－－－[阅读全文]
(2007-10-15 18:44:25)
1,QDII,
sofare3000yifromChinesemutualfunds,plusthosefrombanks.MoreQDII(中信etc)areliningup.
theiradvantage:theyhaveOtherPeople'sMoney,cantakemorerisk.
theirdisadvantage:theyhavetosetuppositionsfromthecurrentfloat.Inthatwaytheyarerunningnakednow.
theircharacteristic:relativelyinexperienced,tendtobeconservativeinstockselectionatthebeginningbutwillgowildersoon,positionmanagementtendto...[阅读全文]
sofare3000yifromChinesemutualfunds,plusthosefrombanks.MoreQDII(中信etc)areliningup.
theiradvantage:theyhaveOtherPeople'sMoney,cantakemorerisk.
theirdisadvantage:theyhavetosetuppositionsfromthecurrentfloat.Inthatwaytheyarerunningnakednow.
theircharacteristic:relativelyinexperienced,tendtobeconservativeinstockselectionatthebeginningbutwillgowildersoon,positionmanagementtendto...[阅读全文]
(2007-10-15 18:11:24)
http://money.business.sohu.com/20071016/n252669893.shtml
上投摩根亚太优势基金的认购申请金额已经突破1000亿元人民币，成为历史上第一只申购金额突破1000亿元的新基金。
基金首发申购的历史纪录在沉寂了6个月后被再度刷新。
来自有关渠道的信息显示，10月15日开始发行的上投摩根亚太优势基金（QDII）,在发行首日就获得了各个销售渠道投资者的热烈追捧。截至当天晚上5点[阅读全文]
上投摩根亚太优势基金的认购申请金额已经突破1000亿元人民币，成为历史上第一只申购金额突破1000亿元的新基金。
基金首发申购的历史纪录在沉寂了6个月后被再度刷新。
来自有关渠道的信息显示，10月15日开始发行的上投摩根亚太优势基金（QDII）,在发行首日就获得了各个销售渠道投资者的热烈追捧。截至当天晚上5点[阅读全文]
