China buffet news...

China Petrochemical Corp, parent of Sinopec Corp NYSE: SNP, said its crude oil tank capable of two million tons in Maoming, Guangdong province has become operational, doubling its storage in the city to four million.
China Mobile Ltd NYSE: CHL, intends to continue its "Android+" strategy of developing a unique Chinese mobile operating system based on Android source code following the release of its OPhone 2.5 mobile operating system, according to an industry source. In the long term, China Mobile may consider developing an independent operating system with Android application compatibility, switching to a self-developed system based on the open-source Linux kernel. A source at a TD-SCDMA handset manufacturer said that the OPhone 2.5 was developed to provide smartphones priced at or below ¥1,000 without sacrificing quality.
Youku.com Inc NYSE: YOKU, China's largest video site, posted ¥128 million in revenues and ¥46.9 million in net losses for Q1 2011, up 163% and down 8% respectively from a year earlier.
51job Inc NASDAQ: JOBS,China's largest online HR source provider, posted ¥324.5 million in revenues and ¥108.1 million in net profits for Q1 2011, up 27.6% and 77% respectively from a year earlier.

VisionChina Media Inc NASDAQ: VISN, one of China's largest out-of-home digital television advertising networks on mass transportation systems, posted $32.5 million in revenues and $13 million in net losses for Q1 2011, up 39.1% and 12.1% respectively from a year earlier.
Cogo Group Inc NASDAQ: COGO, one of the leading gateways for global semiconductor companies to access the industrial and technology markets in China, posted $104.42 million in net revenues and $4.13 million in net profits for Q1 2011, up 28.9% and 18.7% respectively from a year earlier.
Spreadtrum Communications Inc NASDAQ: SPRD, a leading fabless semiconductor provider in China, $137.1 million in revenues and $27.5 million in net profits for Q1 2011, up 163% and 316.7% respectively from a year earlier.

APPLE - INTEL

Longbow Research, who follows Intel (INTC), today reflects on a story posted on SemiAccurate by Charlie Demerjian yesterday suggesting Apple (AAPL) may switch its laptop computers from Intel's processors to its own chips based on designs of ARM Holdings (ARMH).

The story, “Apple Dumps Intel From Laptop Line,” is anything but tentative. Demerjian opines that Apple is waiting till the next version of ARM’s chips have full 64-bit memory addressing before making a switch. He points to remarks by another AMR licensee, Nvidia (NVDA), suggesting that that milestone will be in Q4 of next year or maybe Q1 of 2013. “It won’t be really soon, but we are told it is a done deal,” writes Demerjian.

Samsung Electronics a ravi à Nokia NOK.nyse la place de premier fabricant de téléphones mobiles en Europe occidentale au premier trimestre, détrônant pour la première fois le finlandais sur son marché régional, selon une étude du cabinet IDC publiée aujourd'hui.
Les ventes du groupe sud-coréen ont augmenté de 5% dans la région sur les trois premiers mois de l'année par rapport au premier trimestre 2010, avec une part de marché atteignant 29%, tandis que les ventes de Nokia ont reculé de 10% avec une part de marché glissant à 28%, selon IDC.
Sur le segment des smartphones, le finlandais a été supplanté par Apple en Europe, où la part de marché de Nokia a chuté à 20% contre 41% il y a un an.

Ce matin sur Radiopirate et XM 156 avec Jeff...

...un peu de golf...et les fibroblastes.

Domino’s earnings beat estimates by $0.08 on strong international sales. The pizza chain said earnings were $0.42 EPS and revenue rose over 2% to $389.2 million versus Thomson Reuters consensus estimates of $0.34 EPS and $380.6 million in revenues.
Domestic same store sales were down 1.4% in quarter, which the company noted was a tough comparable sales period because the first quarter of 2010 saw a whopping 14.3% gain. Global same store sales rose by 8.2% for the first quarter, but that would have been a gain of 6.2% if you eliminate the benefits from currency fluctuations. It seems that a new customer base was established and has resulted in strong two-year sales growth.
Domino’s spent about $5.8 million to repurchase and retire 357,605 shares of its common stock in the first quarter for an average price of $16.31 per share. It has used approximately 54% of the total $200 million authorized amount and can spend approximately $91.5 million remaining under its buyback plan.
The total cash and cash came to $92.6 million, with an additional $84.8 million in restricted cash for a total of $177.4 million in its liquidity. Its debt was static at $1.45 billion. While spending $5 million per quarter won’t take down much debt, we would rather see Domino’s use bring down its debt level rather than spending cash to buy back stock.

Quand DPZ va fermer son gap up...il va être pas mal intéressant...

Hausse des prix d'ici 2 mois...exemples

1. Southwest Air Fare> Parent Company: Southwest Airlines Co.> Price Increase: $10 Per Round-Trip

2. Huggies Diapers> Parent Company: Kimberly-Clark Corporation> Price Increase: 6%

3. GM vehicles> Parent Company: General Motors> Price Increase: $123 On Average

4. Hanes Underwear> Parent Company: Hanes Companies, Inc.> Price Increase: 2-3%

5. McDonald’s menu Items> Parent Company: McDonald’s> Price Increase: 1%

6. Nike Sneakers> Parent Company: Nike> Price Increase: n/a...rumors 5%

7. Hershey Chocolate Bar> Parent Company: The Hershey Company> Price Increase: 9.7%

8. Glad Trash Bags> Parent Company: Clorox Co.> Price Increase: 10%

9. Diehard Batteries> Parent Company: Johnson Controls> Price Increase: 5%-9%

10. Charmin> Parent Company: Proctor and Gamble> Price Increase: 5%

Avec l'engouement du grand public pour les smartphones et les tablettes, l'essor du marché des applications pour appareils mobiles va se poursuivre cette année. Le nombre de téléchargements de ces petits logiciels sur les plateformes de Google, Apple, Nokia et Research in Motion devrait quasiment doubler, à 18,1 milliards, d'après les prévisions du cabinet d'études IHS iSuppli.
Au total, ils représenteront quelque 3,8 milliards de dollars de revenus, soit 77,7% de plus qu'en 2010. Et cette tendance n'est pas prête de s'inverser. Les analystes prévoient une multiplication par 2 du marché entre 2011 et 2014, à 8,3 milliards de dollars.
Pionnier en la matière, l'App Store d'Apple devrait concentrer les trois quarts des ventes en 2011 (2,91 milliards de dollars). Mais Google gagne du terrain. Les revenus générés par les téléchargements via son système d'exploitation pour mobile Android vont probablement atteindre 425 millions de dollars (+295% par rapport à l'an dernier). Ils dépasseraient alors ceux de l'"App World" du BlackBerry (279 millions) et de l'Ovi Store de Nokia (201 millions).

Vous aimez ça le "social " ? ( 2 )

RENN ouvre en bourse aujourd'hui !
Renren, China's largest "real name" social network with 117 million users, goes public. As the first of the world's major social networks to attempt an IPO, it is poised to benefit from significant investor enthusiasm surrounding social networking. Additionally, following strong debuts by other recent Chinese internet IPOs like Youku.com (+366%) and Qihoo 360 (+95%), investors are clearly excited by the secular story of China's increasing internet penetration and the country's rapid forecasted online advertising growth. After raising its anticipated price range to $12-$14 from $9-$11 in a sign of strong demand, Renren now seeks to raise $690 million and will also receive a concurrent $110 million investment from Chinese internet company Alibaba and investment firms China Media Capital and CITIC.
History
Renren was launched in 2005 by a US-educated Chinese entrepreneur as a site where college students could connect and communicate and has since followed a similar evolution to Facebook's, broadening its user base to include high school students and young professionals. It has also gradually increased the stickiness of its site by introducing online games, streaming music and other features and opening the platform to third-party apps, which now number 1,700. These efforts have helped Renren increase its registered user base from 33 million at the end of 2008 to 117 million today; over the same period, its active users have grown from 17 million to 31 million.
Revenue
Renren generated $77 million in revenue in 2010 (up 64% from 2009), the majority of which was split between advertising revenues and online gaming fees paid by users to buy virtual items. The company expects online advertising to increase as a percentage of revenue going forward, driven by continued growth in its user base and increased monetization. Revenue growth is also expected to be driven by its recently launched Groupon-like social commerce website Nuomi.com. Nuomi.com generated $1 million in revenue since its launch in mid-2010 and the company is investing heavily in it in an attempt to make it a significant contributor to overall revenue.
Market/competition
China currently has 457 million internet users, 38% of which engage in online social networking. Based on Renren's 117 million users, this implies a 48% market share. That said, only 31 million (26%) of Renren's users are currently active and many Chinese are members of multiple social networks. Other major social networks include Kaixin001 (which has 95 million registered users and is reportedly planning a US IPO) and 51.com. Renren also competes with Tencent's Qzone, which is larger but not considered a "real name" social network since users frequently use screen names. Competition is a key risk for Renren, particularly with Facebook reportedly considering entering China (likely in partnership with Baidu). Additionally, Renren's Nuomi.com competes with several other Chinese sites as well as Groupon, which recently launched in China.
Other risks
While Renren's growth over the last several years has been very impressive, its revenue fell sequentially in the two most recent quarters, which is a cause for concern. Although there is seasonality to the business, the trend may suggest that monetization of its user base is becoming more difficult. Perhaps more concerning is the relatively slow growth in the number of advertisers, which rose only 11% in 2010. With gaming revenue unlikely to be a large growth driver, the company is investing heavily in its social commerce site Nuomi.com, and this higher investment pushed Renren's operating margin negative in the March quarter. Nuomi.com has yet to gain significant traction and will continue to be a drag on margins for at least the remainder of 2011.

7 High-Dividend Stocks

Valley National Bancorp (NYSE:VLY) 5%
Nokia (NYSE:NOK) 5.9%
BCE Inc (NYSE:BCE) 5.42%
First Energy (NYSE:FE) 5.51%
Altria Group (NYSE:MO) 5.70%
Southern Copper (NYSE:SCCO) 6%
Regal Entertainment (NYSE:RGC) 6.1%

Un IPO de décembre qui a fait "patate" semble donner des signes de vie depuis quelques jours.On December 9, the company raised $33 million by offering 8.1 million shares at $4, below the range of $5.50-$6.50. Oppenheimer & Co. and William Blair acted as lead managers on the deal.

Je l'embarque dans ma watch list...

http://www.cnpti.com/

Rare Earth Stocks Index is leading the way, up 4.6% Molycorp MCP.nyse, owner of the world’s largest non-Chinese rare earth metals deposits was screaming higher, up 9% after Dahlman & Rose increased its price target from $85 to $125. Avalon Rare Metals AVL.to was also getting positive action, up 6% after Dahlman & Rose initiated a buy rating on the stock.

Times reports demand for rare earths continues to outpace supply. China, which controls 95% of the rare earths export market, has been slashing export quotas to conserve supply for domestic use.

Teva de plus en plus gros !

Israeli drugmaker Teva Pharmaceutical Industries Ltd on Monday announced it would acquire rival pharma company Cephalon for $6.8 billion in cash.
Teva will pay $81.50 for CEPH.q, which marks a 6% upside from the stock’s Friday closing price of $77.02. The deal is expected to close in the third quarter.

http://www.tevapharm.com/

http://www.tevapharm.com/

Fairfax Financial

http://en.wikipedia.org/wiki/Fairfax_Financial

Voici les derniers mouvements de FFH.to

$307.6M - decrease of 115.0K shares DELL.q

$174.8M - decrease of 22.6M shares ICO.nyse

$156.0M - increase of 17.4M shares SD.nyse