vendredi 15 avril 2011

jeudi 14 avril 2011

1000 ! ?




LJ International Inc (NASDAQ: JADE), a Hong Kong-based jewelry designer and retailer, said it plans to open 1,000 stores on the mainland to sell its ENZO colored gems without revealing a timetable.

LJ International makes gold, platinum, and sterling silver jewelry set with diamonds and colorful precious and semi-precious stones at its plant in Shenzhen, China. The company markets its jewelry primarily under the Lorenzo brand name to retailers in Europe and North America. LJ International offers finished jewelry (about 50,000 styles of earrings, necklaces, pendants, rings, watches, and bracelets) and loose gemstones (more than four million carats annually). It sells jewelry through fine jewelers, discount chains, department stores, television shopping channels, and in about 100 of its own ENZO retail stores in China, Hong Kong, and Macau.

Un beeaauuuuu stock de gauchiste




Zipcar , which operates the leading car sharing network in North America and the UK, plans to raise $125 million by offering 8.3 million shares at a price range of $14 to $16. At the mid-point of the proposed range, Zipcar will command a market value of $639 million. Zipcar, which was founded in 2000, booked $186 million in sales last year. The Cambridge, MA-based company plans to list on the NASDAQ under the symbol ZIP.

Ouverture sur le nasdaq aujourd'hui ...ou vendredi.

Les arches dorées / Ouverture aujourd'hui



Vendredi dernier sur les ondes de radiopirate.com XM 172 , j'avais comme sujet l'entrée en bourse de la compagnie ARCOS DORADOS et voilà que je ne suis pas le seul intéressé à y investir car le prix initial a été "upgradé" cette semaine ...

Arcos Dorados, the world's largest McDonald's franchisee with 1,755 locations in Latin America, raised $1.25 billion by offering 73.5 million shares at $17.00, 21% above the midpoint of the $13-$15 range. The company had originally planned to offer 62.5 million shares, resulting in a total deal size 43% larger than originally anticipated. Arcos Dorados plans to list on the NYSE under the symbol ARCO. BofA Merrill Lynch, J.P. Morgan, and Morgan Stanley acted as lead managers on the deal.

mercredi 13 avril 2011

Des ANALystes "bullish" sur des stocks internet Chinois


SINA (SINA.q), owner of the Weibo microblogging service that is often referred to as China’s equivalent of Twitter, is soaring 5% today after Jefferies initiated coverage of the high-flying stock with a “buy” rating and a $150 price target, implying substantial upside from where the shares currently trade. The stock has gained 121% in the past six months. Jefferies said it expects Sina’s online ad revenue to jump 31.5% year-over-year and noted the company is well ahead of rivals in terms of browsing time, average page views per user a day and daily unique visitors. Shares of Baidu (BIDU.q), China’s largest provider of Internet search services, is up 2% after Jefferies started new coverage of that stock with a “buy” rating and a $200 price target. Jefferies is expecting Baidu to post revenue growth of 73% and profit growth of 76% this year and increases of 65% and 64% in 2012. The $200 price target implies significant upside from where the shares currently trade. Youku.com (YOKU.q) is up 5% after Maxim raised its price target on the stock $30 from $22, calling the stock a “momentum play.” Maxim notes the stock has jumped 20%-25% since Youku reported earnings in February. The firm said Yoku should become profitable in the second half of 2012, ahead of the previously expected first half of 2013. Maxim expects Youku to earn 4 cents a share in 2012 and 37 cents a share in 2013, well above the consensus estimates . Donc il faut surveiller aussi les autres Chinoiseries internet comme Changyou (CYOU.q), E-Commerce China Dangdang (DANG.q....qui est une aubaine d'après moi ...) et Sohu.com (SOHU.q).....et pourquoi pas les " Indiennes " ( SIFY.q ) ( REDF.q)...




Après le Portugal, la Grèce et l'Irlande, Fitch s'attaque à... la Chine. Craignant une surchauffe de la deuxième économie mondiale, l'agence de notation a adopté une perspective négative sur la note de la dette du pays. Première étape avant un possible "DOWNGRADE"...
"La croissance élevée des crédits, la hausse soutenue des prix des logements, et plus récemment les pressions inflationnistes, font grimper le risque pesant sur la stabilité macro-économique du pays", préviennent les analystes.
L'explosion du marché des crédits, octroyés en grande partie pour financer des projets immobiliers. Cette folie a entraîné des "excès", symbolisés par la part grandissante de la construction de logements résidentiels, qui a atteint 10% du PIB en 2010, dénonce Fitch.
L'agence met en doute la qualité de ces crédits et s'attend à une hausse des défauts des emprunteurs. Conséquence, les banques, qui, selon Fitch, sont probablement plus exposées au secteur immobilier que les données officielles ne le supposent, verraient alors leur bilan se dégrader fortement. Cela obligerait l'Etat à mettre la main à la poche pour
refinancer le système financier.

Les "Insiders" ont acheté...





FRAZIER HEALTHCARE VI, L.P.Beneficial Owner 952,380 Direct Purchase at $2.05 per share. 1,952,378 Mar 16, 2011 FRAZIER HEALTHCARE VI, L.P.Beneficial Owner 1,904,760 Indirect Purchase at $2.05 per share. 3,904,757 Mar 11, 2011 FERNANDES JOEL AOfficer 7,142 Direct Purchase at $2.10 per share. 14,998 Mar 11, 2011 CURD JOHN GOfficer 11,904 Direct Purchase at $2.10 per share. 24,998 Mar 11, 2011 SWEET DAVID EBeneficial Owner (10% or more) 5,738 Indirect Purchase at $2.10 per share. 12,049 Mar 11, 2011 SELICK HAROLD EOfficer 47,619 Direct Purchase at $2.10 per share. 99,999 Mar 11, 2011 SANDS GREGORY PBeneficial Owner 14,910 Indirect Purchase at $2.10 per share. 31,311 Mar 11, 2011 WHITE JAMES NBeneficial Owner 22,727 Indirect Purchase at $2.10 per share. 47,726 Mar 11, 2011 BIRD JEFFREY WDirector 20,962 Indirect Purchase at $2.10 per share. 44,020 Mar 11, 2011 GAITHER JAMES CBeneficial Owner 10,556 Indirect Purchase at $2.10 per share. 22,167 Mar 11, 2011 YOUNGER WILLIAM H JRBeneficial Owner 40,039 Indirect Purchase at $2.10 per share. 84,081 Mar 11, 2011 SHEEHAN ANDREW TBeneficial 7,948 Indirect Purchase at $2.10 per share. 16,690 Mar 11, 2011 BAKER G LEONARD JRBeneficial Owner 24,508 Indirect Purchase at $2.10 per share. 51,466 Mar 11, 2011 COXE TENCHBeneficial Owner 91,766 Indirect Purchase at $2.10 per share. 192,708 Mar 11, 2011 ANDERSON DAVID LBeneficial Owner 16,649 Indirect Purchase at $2.10 per share. 34,962 Mar 11, 2011 SUTTER HILL VENTURESBeneficial Owner 690,969 Direct Purchase at $2.10 per share. 1,451,034 Mar 11, 2011 SUTTER HILL VENTURESBeneficial Owner 690,969 Direct Purchase at $2.10 per share. 1,451,034

AAPL gros support à 330 $



"Tablet computer sales in China climbed 32.5% quarter on quarter to 1.07 million units in Q1 2011, where the iPad captured a 78.3% market share, according to Analysys International."....LA POMME EST SUR MA WATCH LIST NOW !



mardi 12 avril 2011

Google et le soleil


Google Inc has decided to invest $168 million in the Ivanpah solar thermal power plant being constructed by BrightSource Energy in the southern California desert. The total cost of the project, including a $1.6 billion federal loan guarantee, is set at $2.1 billion. NRG Energy, Inc. (NYSE: NRG) has already invested $300 million in the project and will help with construction. The 392-megawatt plant is expected to be completed in 2013.

Merci David...


Oil tumbled more than three per cent Tuesday after Goldman Sachs warned investors that crude is due for a "substantial pullback." Goldman analyst David Greely noted that global supplies remain "adequate" even though the rebellion in Libya has shut down production there. Before fighting broke out in February, Libya exported about 1.5 million barrels per day, or about two per cent of global demand, mostly to Europe. Fears of tightening global supplies have helped push oil prices 33 per cent higher since the middle of February. Benchmark West Texas Intermediate crude for May delivery gave up $3.71, or 3.4 per cent, to US$106.22 a barrel in late morning trading on the New York Mercantile Exchange, shedding nearly two weeks of price increases. At one point it dropped to $105.60.

TSX

cliquez pour agrandir.
....le stock le plus "bear" techniquement sur le TSX est Indigo books and music inc ...IDG.to...






lundi 11 avril 2011

KRISPY KREME DOUGHNUTS


Je suis bullish sur les beignes....comme dojispace.com...


sur ma watch list...


Un p'tit Kindle à 114$


Amazon has announced a third, cheaper version of its Wi-Fi-only Kindle 3 device called Kindle With Special Offers. At $114, the 6-inch device costs $25 less than the current Wi-Fi-only model and sports all of the same specs. The catch? Users will have to bypass the occasional special offer and look on sponsored screensavers from the likes of Buick, Olay and Visa when their devices are idle. Amazon assures us that the screensavers are “attractive,” and is even trying to give consumers some agency by letting them vote on the screensavers they would like to appear on their devices. The Kindle With ""Special Offers"" is now available for pre-order in the U.S. and will ship on May 3.

China news...


China's imports rose 32.6% year on year $400.66 billion in Q1 2011, resulting in the first quarterly trade deficit of $1.02 billion in six years, according to customs figures. China recorded a $13.91 billion trade surplus in Q1 2010. Soybean exports were down 0.7% year on year to 10.96 million tons; iron ore imports were up 14.4% year on year to 177.17 million tons; crude oil imports were up 11.9% year on year to 63.41 million tons

Vehicle sales in China totaled 4.98 million units including 3.84 million passenger cars in Q1 2011, up 8.1% and 9.1% respectively from the same period a year ago, according to the China Association of Automobile Manufacturers.

3D TV sales in China are expected to top five million units this year, predicted Jin Zhongde, vice president of LG Display Guangzhou branch.

China's consumption of machine tools was larger than the US, Japan and Germany combined last year, according to the Seminar on Advanced Manufacturing Technology and Cutting Tools. The industry produced ¥553.68 billion of products in 2010, up 40.6% from a year earlier.

Hedge fund manager John Paulson said residential real estate prices could pose a threat to the U.S. economic recovery and that it will be difficult for property values to rebound this year. Paulson made the remarks in an interview with the French financial newspaper Les Echos, according to Bloomberg. Paulson knows a little something about the housing. His firm, Paulson & Co. made billions of dollars betting against the subprime mortgage market before the financial crisis started. Paulson then profited from a rebound in the U.S. economy, in part by loading up on financial services stocks. At the end of 2010, Paulson held stakes in financial services stocks such as Bank of America , Citigroup , Capital One Financial , SunTrust Banks and Wells Fargo . “In my eyes, the major risk for the American recovery is the stagnation of the residential real-estate market,” Paulson said, according to Bloomberg, citing Les Echos. “It will be difficult to have a rebound in real-estate prices this year.” Paulson cited gold as a preferred investment for dealing with the inflationary risks of the next three to five years and the instability of the euro, Bloomberg reported. The Paulson Gold Fund had $900 million in assets under management at the end of last year when the firm held stakes in miners such as Anglogold (AU) and Gold Fields (GFI) and the SPDR Gold Trust (GLD), the second-largest ETF in the world as ranked by assets.

TAB...PAD...etc...


La domination de l'iPad d'Apple sur le marché naissant des tablettes numériques ne devrait pas être menacée avant plusieurs années, tandis que Google rattrapera son retard, rapporte lundi le cabinet d'études Gartner.


Selon les prévisions de Gartner, quelque 70 millions de tablettes seront vendues cette année et 108 millions en 2012, contre 17,6 millions en 2010. La part de marché d'Apple va progressivement baisser à 47% en 2015 contre 69% cette année, tandis que celle de Google passera sur la même période de 20% à 39%. La tablette Playbook de Research In Motion, qui sera lancée le 19 avril au Canada et aux Etats-Unis, sera numéro trois sur le marché dès cette année, avec une part estimée à 5,6%. Celle-ci devrait atteindre 10% en 2015 selon les projections de Gartner. "Les entreprises seront principalement intéressées par les tablettes de RIM, soit parce qu'elles utilisent déjà les infrastructures de RIM, soit parce qu'elles ont des exigences de sécurité élevées", a expliqué Carolina Milanesi, analyste chez Gartner.

Vlad est plus ou moins 6 million$ dans le trou ...


Feb 24/11 Feb 22/11 Iorich, Vladimir Indirect Ownership Common Shares - Acquisition in the public market 2,650,000 $4.290

Mar 03/11 Mar 02/11 Iorich, Vladimir Indirect Ownership Common Shares - Acquisition in the public market 4,188,700 $4.318



ML.to


dimanche 10 avril 2011


MKM Partners analyst Tero Kuittinen raised his rating on shares of Qualcomm (QCOM.q) to Buy from Neutral, with a $63 price target, arguing that the company is poised to get “notable new contracts” from Nokia , Research in Motion , and Apple . Kuittinen now sees Qualcomm shipping 486 million units of its “mobile station modem,” up from an estimate of 483 previously, at an average price of $16.73 per unit, up from $16.29 previously. He estimates $3.15 per share in profit this fiscal year, up from $2.84 previously, and above the average $3.04 estimate on the Street.

Les investisseurs observeront de près les bénéfices affichés par les entreprises et leurs prévisions cette semaine, alors que débute la "earnings season " aux Etats-Unis. Le groupe Alcoa ouvrira le bal lundi après clôture des Bourses. Parmi les autres publications particulièrement attendues , JPMorgan Chase & Co, Bank of America et la grosse tech Google. Les investisseurs devraient également être rassurés par l'accord trouvé vendredi soir aux Etats-Unis entre démocrates et républicains au sujet du budget fédéral, permettant d'éviter de justesse une paralysie d'une grande partie des services publics. La publication d'une série d'indicateurs, baromètres de la reprise économique, devrait également animer les marchés ..... l'indice des prix à la consommation et l'indice du sentiment du consommateur de l'Université du Michigan.