The markets are really punishing…or should I say competitors…

The markets are really punishing. My portfolio hasn’t really gone anywhere between January till now. While looking at some of my competitors, some have gone up possibly 40%-60% between this period. This makes me feel exhausted and frustrated. They seem to have gone so far, leaving me high and dry. I am not sure how I can … More The markets are really punishing…or should I say competitors…

Sichuan Ya’an earthquake and what it means for me

The epicentre of the earthquake is located in a rural area called Ya’an, which is about 140km southwest of Chengdu. Ya’an is around 200km south of Wenchuan, the epicentre of the earthquake in 2008. Considering the proximity of many of business plants are located in Sichuan, there is a definite negative impact on the operations. AUPU 477 … More Sichuan Ya’an earthquake and what it means for me

Stock Code/Symbol Name Price on 25/3/2013 % change since 25/3/2013 311 Luen Thai $1.95 53.85% 765 Perfectech $1.02 22.55% 2678 Texhong $7.64 17.41% 2018 AAC Tech $32.30 13.93% 3398 China Ting $0.44 13.64% 838 EVA Holdings/億和控股 $1.11 12.61% 921 Hisense Kelon $3.84 11.98% 732 Truly International $3.82 11.78% 477 AUPU Group Holdings $0.68 11.76% 1882 … More

Substantial shareholders are really abusing this too much

After David Webb’s outcry about Denver Investment Advisors LLC with their stake in Pico Far East Holdings Ltd (752) for a 13 month late disclosure of interests, it is happening again, but 10 times the scale. It seems like Schroders PLC didn’t even know there is such a thing as disclosure of interests at all. … More Substantial shareholders are really abusing this too much