September 25, 2014 (Chinavestor) We have just discussed why Shanghai would have been the natural choice for Alibaba to IPO. This is the true home market for Chinese stocks. See related article here.
September 23, 2014 (Chinavestor) Alibaba's NYSE IPO raises a large number of questions. One of them is - why NYC? Shanghai or Hong Kong should be the first choice for a Chinese company to go public, shouldn't it? Is it only that NYSE that can successfully manage such a huge IPO?
September 9, 2014 (Chinavestor) Alibaba IPO is coming! Despite all the exuberance, I remain skeptical about participating in the IPO issue for a number of reasons. For one, IPO takes place when it's best for the company, and not when it's bests for investors. For two, home market for Chinese stocks has been Shanghai, or Hong Kong and not New york. We know there is plenty of money in China these days and an IPO of such magnitude in the US may be alluring to American investors but may be a decoy. US investors don't kn ow the inside and out of a Chinese company and thus can easily be misled. Finally, there has been an awful lot of NYSE or NASDAQ listed Chinese companies riding on "potential", something that never materialized.
August 13, 2014 (Chinavestor) China's second largest airline by fleet size, is up 6.16% this week and half of that advance is happening today. China Eastern Airlines (NYSE:CEA) is trading at $17.23, a 6 months high for the stock. Good news is that the stock enjoys very strong money flows at her home market.
July 31, 2014 (Chinavestor) Financial Risk: major companies of the industry are making sustained loss except for LeTV, the reason being the high content cost and bandwidth cost. Companies with loss are seeking for external funding sources to power their business investment. If companies don’t find sustainable revenue-generating channels and reduce cost, financial risk might intensify for the industry.