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...[閱讀全文]
博文
(2007-10-26 08:06:09)
(2007-10-24 12:03:05)
therearetwokindofpeopleinthisworld,onewhobornwithcertainpositions,onewhohavetoearnthosepositionsbyexchangingitwithsomeofthevirtuesorpropertiesoftheirown,
Ibelongtothelater,unlikeDuke,Iwasbornfromaverypoorcountryside,whereIstillgovisiteverytimeIhaveachancetoseemygrandma,andmyuncleandaunts,whoraisedmethroughmytoddleyears.
theotherdayIviewedthevideoontop,激流中國,IfoundthatIidentifywithalmost...[閱讀全文]
Ibelongtothelater,unlikeDuke,Iwasbornfromaverypoorcountryside,whereIstillgovisiteverytimeIhaveachancetoseemygrandma,andmyuncleandaunts,whoraisedmethroughmytoddleyears.
theotherdayIviewedthevideoontop,激流中國,IfoundthatIidentifywithalmost...[閱讀全文]
(2007-10-22 10:35:37)
http://seekingalpha.com/article/50737-ldk-solar-the-pros-the-cons-the-recap[閱讀全文]
(2007-10-22 10:13:31)
thereisnohouseonWallStthattypifiesWallStastheGoldmanSacks,
thegroupofmostbrilliant,mosthard-workingpeoplewhototallyandnon-apologeticallysoldtheirsoulstothedevilofmoney,
lastFriday,aGSanalystbythenameofCherylTang,upgradedSTPwithpricetargetto52,andputa"sell"LDKwithtarget33,
-----------------
Goldmanlastreportedowns7msharesofSTP,I'mverycuriousnextQ,whatthenumberwillbe,andhow...[閱讀全文]
thegroupofmostbrilliant,mosthard-workingpeoplewhototallyandnon-apologeticallysoldtheirsoulstothedevilofmoney,
lastFriday,aGSanalystbythenameofCherylTang,upgradedSTPwithpricetargetto52,andputa"sell"LDKwithtarget33,
-----------------
Goldmanlastreportedowns7msharesofSTP,I'mverycuriousnextQ,whatthenumberwillbe,andhow...[閱讀全文]
(2007-10-19 23:16:42)
大千各流各派，有做基本分析的，有做宏觀經濟的；有做龍頭的，有做小盤績優的；技術麵上有做買底的，有做趨勢的，有做反趨勢的，有做長線的，
有做一劍封喉的；有做遊擊的，有做莊的，有跟風的，還有不知在做什麽的，
但也有一些奇怪的人，不知是那兒的高貴血統，聽到中概就過敏，多大的藍籌中概也是垃圾，業績都是假的，成長必然崩潰。自己經常提及針尖[閱讀全文]
有做一劍封喉的；有做遊擊的，有做莊的，有跟風的，還有不知在做什麽的，
但也有一些奇怪的人，不知是那兒的高貴血統，聽到中概就過敏，多大的藍籌中概也是垃圾，業績都是假的，成長必然崩潰。自己經常提及針尖[閱讀全文]
(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...[閱讀全文]
outof1/2ofPTR,onvaluation,nowthatit'sclearthatWBistotallyout,
investmentpositionintact,allSNPandFXILFC,
alsodidn'ttouchabunchofmidtiergrowthcandidates,MR,WX,CMED,YGE,SOHU...won'taddeitherexceptmaybeWX,
haven'thadthismuchpercentageofcashinalongtime,
-----------
verypressuredallday,
-----------
marketsentimentseemschanged,t...[閱讀全文]
(2007-10-18 08:09:28)
兩年以後,Chinesegov'tpricelimitongasoline/dieselwillbeliftedbyhowmuch?
兩年以後,domesticdemandwillincreasehowmuch?
兩年以後,SNP'searningwillbehowmuch?
兩年以後,USD:RMBwillbehowmuch?
----
anyvaluationjudgementwithoutacleartimeframeisoftenapassinghallowshot,whilemayresonatingwithitsaudienceforthetime,havingnoreallylastingvalue,
[閱讀全文]
兩年以後,domesticdemandwillincreasehowmuch?
兩年以後,SNP'searningwillbehowmuch?
兩年以後,USD:RMBwillbehowmuch?
----
anyvaluationjudgementwithoutacleartimeframeisoftenapassinghallowshot,whilemayresonatingwithitsaudienceforthetime,havingnoreallylastingvalue,
[閱讀全文]
(2007-10-17 08:11:59)
［隻限投資級中概］
－－－－－－－－－
是現在嗎？
當然萬事都有可能，但我不相信
我相信，現在隻是卡位的高潮
現在中概的參與者，還隻是先行者。是，基本上每一個有敏感的海外華人都加入了;是，有些基金;是，有些熱錢;是，有些非華人的投資投機者。
但市場呢？市場就這麽大嗎？現在中概的參與者，是市場的主流主力嗎？
我不相信
－－－－[閱讀全文]
－－－－－－－－－
是現在嗎？
當然萬事都有可能，但我不相信
我相信，現在隻是卡位的高潮
現在中概的參與者，還隻是先行者。是，基本上每一個有敏感的海外華人都加入了;是，有些基金;是，有些熱錢;是，有些非華人的投資投機者。
但市場呢？市場就這麽大嗎？現在中概的參與者，是市場的主流主力嗎？
我不相信
－－－－[閱讀全文]
(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...[閱讀全文]
sofare3000yifromChinesemutualfunds,plusthosefrombanks.MoreQDII(中信etc)areliningup.
theiradvantage:theyhaveOtherPeople'sMoney,cantakemorerisk.
theirdisadvantage:theyhavetosetuppositionsfromthecurrentfloat.Inthatwaytheyarerunningnakednow.
theircharacteristic:relativelyinexperienced,tendtobeconservativeinstockselectionatthebeginningbutwillgowildersoon,positionmanagementtendto...[閱讀全文]
(2007-10-15 18:11:24)
http://money.business.sohu.com/20071016/n252669893.shtml
上投摩根亞太優勢基金的認購申請金額已經突破1000億元人民幣，成為曆史上第一隻申購金額突破1000億元的新基金。
基金首發申購的曆史紀錄在沉寂了6個月後被再度刷新。
來自有關渠道的信息顯示，10月15日開始發行的上投摩根亞太優勢基金（QDII）,在發行首日就獲得了各個銷售渠道投資者的熱烈追捧。截至當天晚上5點[閱讀全文]
上投摩根亞太優勢基金的認購申請金額已經突破1000億元人民幣，成為曆史上第一隻申購金額突破1000億元的新基金。
基金首發申購的曆史紀錄在沉寂了6個月後被再度刷新。
來自有關渠道的信息顯示，10月15日開始發行的上投摩根亞太優勢基金（QDII）,在發行首日就獲得了各個銷售渠道投資者的熱烈追捧。截至當天晚上5點[閱讀全文]
