Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Companies

It is much better to be a shareholder of Apple than Foxconn, its manufacturer
Companies. 25 September, 2012, 10:58 It is much better to be a shareholder of Apple than Foxconn, its manufacturer
While Apple is doing well by selling iPhones, the one who actually makes iPhones is not so lucky.
China’s corporate cash crunch, illustrated
Companies. 19 September, 2012, 15:00 China’s corporate cash crunch, illustrated
Cash conversion cycle hits a multi-year high for Chinese companies.
Fedex sees slower global economic growth
Companies. 19 September, 2012, 2:57 Fedex sees slower global economic growth
Fedex cuts earnings guidance as they see slower global economic growth.
Q2 earnings surprise masked weakness in revenues
Companies. 14 August, 2012, 9:52 Q2 earnings surprise masked weakness in revenues
Despite majority of S&P 500 companies beating earnings estimates, same can’t be said with revenues.
Caterpillar exports Chinese overcapacity to the rest of the world
Companies. 9 August, 2012, 10:49 Caterpillar exports Chinese overcapacity to the rest of the world
Caterpillar is exporting its Chinese-made machinery in hope to offset the slowdown in China.
The other side of record profit warnings
Companies. 6 August, 2012, 9:34 The other side of record profit warnings
HK-listed companies are issuing profit warnings at record pace, but could this mean something else?
For many companies, it feels like a hard landing already
Companies. 29 July, 2012, 18:57 For many companies, it feels like a hard landing already
Profit warnings are hitting record high in July, suggesting that many companies are facing situation tougher than 2008/09 financial crisis.
4 key themes that have emerged in the US earnings season so far
Companies. 23 July, 2012, 17:36 4 key themes that have emerged in the US earnings season so far
4 themes have emerged for US earnings season so far.
Brace for more reduction in earnings forecasts in the near-term
Companies. 18 July, 2012, 1:36 Brace for more reduction in earnings forecasts in the near-term
Strategists believe that there will be more downward revisions of corporate earnings forecasts in the near future.
Hong Kong-listed companies issue profit warnings at a rate close to 2008/09
Companies. 17 July, 2012, 10:38 Hong Kong-listed companies issue profit warnings at a rate close to 2008/09
The elevated rate of profit warnings highlights the diffcult conditions facing Hong Kong/China companies.
41 Asian companies that may be dumped as Europe deleverages
Companies. 12 July, 2012, 12:49 41 Asian companies that may be dumped as Europe deleverages
These are the Asian companies that are most likely to be sold as their European parents deleverage.
Volvo is yet another company telling us that China is slowing down fast
Companies. 26 April, 2012, 14:40 Volvo is yet another company telling us that China is slowing down fast
Volve’s management now look for a 15-25% decline in construction equipment market in China, which is down from 0% growth in previous guidance.
Are these companies feeling the Chinese slowdown?
Companies. 25 April, 2012, 20:35 Are these companies feeling the Chinese slowdown?
ABB and Caterpillar both blame weaknesses in their results on China, while North America seems to be the force that offset weaknesses in Asia.
Companies. 6 October, 2011, 14:18 R.I.P. Steve Jobs, The World Will Miss You
You may not be an Apple’s fan, but you can’t deny Steve Jobs’ contribution to the world and technology. R.I.P, the world will miss you.
Companies. 6 December, 2010, 11:37 Hong Kong Property: the two commercial properties investors
This may be just another demonstration of how the market overlooked facts. Here, I just give you a few random facts.
Companies. 17 November, 2010, 15:24 Facebook vs. Google: who does not innovate?
Fred Wilson thinks Google and Facebook don’t innovate. To me, if any of them fails to innovate, it is Facebook, which is launching its email services (email again?).
Companies. 19 October, 2010, 13:33 PCCW (8.HK) + Hutchison Whampoa (13.HK) ?
The Li’s and the Kwok’s families probably have 84% market share of Hong Kong mobile businesses.
Companies. 19 October, 2010, 8:38 Apple 4Q result beats estimates
Apple’s 4Q beat estimates on bottom-line, but delivery of ipad and guidance on holiday season missed estimates.
Companies. 12 October, 2010, 15:16 Breaking News: Liverpool FC in technical default
Liverpool FC is said to be in default.
Companies. 9 October, 2010, 22:38 Hang Lung Properties: a successful business will come with price
Hang Lung Properties’ success did not come easily, but it nevertheless came, somehow.
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