....pour la dernière de la saison 2010-2011
un melting pot de stérilisateur,A&W,footwear et de "start and stop "...
Opinion & investing ideas
mardi 28 juin 2011
lundi 27 juin 2011
Wal-Mart Stores Inc. (WMT) said it will create 15,000 jobs in South Africa within the next five years after its 16.5 billion rand ($2.4 billion) takeover of Johannesburg-based retailer Massmart Holdings Ltd.
Wal-Mart plans to open new stores and will spend 60 billion rand ($8.7 billion) on additional purchases of food and fast- moving consumer goods, over that period, mostly from local suppliers, the company said in an e-mailed statement today.
Wal-Mart plans to open new stores and will spend 60 billion rand ($8.7 billion) on additional purchases of food and fast- moving consumer goods, over that period, mostly from local suppliers, the company said in an e-mailed statement today.
jeudi 23 juin 2011
- 663
....Assuming that Paulson executed his trades at the trade weighted average price of Sino-Forest between June 3rd and June 17th, he would have sold his 34.7 Million shares for C$145.5 Million. These shares were valued at C$808.5 Million at the beginning of 2011. So, Paulson’s 2011 loss in Sino-Forest were probably at most C$663 Million. !!
China news
Yingli Green Energy Holding Co (NYSE: YGE), a leading Chinese integrated photovoltaic producer, will build a factory in the US state of Texas or Arizona, said chairman and CEO Miao Liansheng. The company also plans to spend $17 million sponsoring the World Cup in 2014.
Qihoo 360 Technology Co (Nasdaq: QIHU), a leading Chinese online security software developer, has paired up with German IT security software provider Avira to share antivirus technology and cooperate in research. Qihoo 360 president Qi Xiangdong said that on top of existing tie-ups with Avira and Romania-based antivirus developer BitDefender, Qihoo 360 would seek partnership with more overseas peers.
Royal Dutch Shell Plc (NYSE: RDS.A) said it will work with China National Petroleum Corp, the parent of PetroChina Co (NYSE: PTR, SHA: 601857, HKG: 0857), to set up a 50:50 venture to drill onshore gas wells in China. China wants to triple its use of natural gas to 10% of energy consumption by 2020 as it cuts reliance on coal.
The China Development Bank said it had signed an agreement to offer a ¥60 billion credit line to China Southern Airlines Ltd (NYSE: ZNH, SHA: 600029, HKG: 1055) to support the nation's largest carrier's operating activities. Separately, China Southern Airlines ordered $250 million worth of V2500 engines from Rolls Royce Holdings Plc for its Airbus A320 aircraft.
China Mobile Ltd (NYSE: CHL, HKG: 0941) said it attracted 5.02 million new customers including 2.62 million 3G service users in May, increasing their total numbers to 611 million and 32 million respectively. China Unicom Ltd (NYSE: CHU, SHA: 600050, HKG: 0762) said it attracted 1.74 million new 3G service users and 834,000 new broadband users in May, taking their total numbers to 22.09 million and 51.26 million respectively.
Qinhuangdao Tianye Tolian Heavy Industry Co (SHE: 002459), said it plans to spend ¥40.4 million purchasing a 51% stake in Eden Technology, an Italian machinery maker. The company expects the deal to contribute up to ¥17 million to this year's profit.
Qihoo 360 Technology Co (Nasdaq: QIHU), a leading Chinese online security software developer, has paired up with German IT security software provider Avira to share antivirus technology and cooperate in research. Qihoo 360 president Qi Xiangdong said that on top of existing tie-ups with Avira and Romania-based antivirus developer BitDefender, Qihoo 360 would seek partnership with more overseas peers.
Royal Dutch Shell Plc (NYSE: RDS.A) said it will work with China National Petroleum Corp, the parent of PetroChina Co (NYSE: PTR, SHA: 601857, HKG: 0857), to set up a 50:50 venture to drill onshore gas wells in China. China wants to triple its use of natural gas to 10% of energy consumption by 2020 as it cuts reliance on coal.
The China Development Bank said it had signed an agreement to offer a ¥60 billion credit line to China Southern Airlines Ltd (NYSE: ZNH, SHA: 600029, HKG: 1055) to support the nation's largest carrier's operating activities. Separately, China Southern Airlines ordered $250 million worth of V2500 engines from Rolls Royce Holdings Plc for its Airbus A320 aircraft.
China Mobile Ltd (NYSE: CHL, HKG: 0941) said it attracted 5.02 million new customers including 2.62 million 3G service users in May, increasing their total numbers to 611 million and 32 million respectively. China Unicom Ltd (NYSE: CHU, SHA: 600050, HKG: 0762) said it attracted 1.74 million new 3G service users and 834,000 new broadband users in May, taking their total numbers to 22.09 million and 51.26 million respectively.
Qinhuangdao Tianye Tolian Heavy Industry Co (SHE: 002459), said it plans to spend ¥40.4 million purchasing a 51% stake in Eden Technology, an Italian machinery maker. The company expects the deal to contribute up to ¥17 million to this year's profit.
mardi 21 juin 2011
Terres rares
Chinese exports of the 17 elements used to make a variety of high-tech and military gadgets fell 8.8% in the first five months of this year compared against the year-earlier period. Declining Chinese exports are believed to be one of the catalysts behind the recent surge in rare earths as China controls 95% of the rare earths export market.
Chinese exports fell to 23,742 metric tons in the January-May period, the Wall Street Journal reported, citing China’s Economic Information & Agency. Beijing also reiterated its vow to remain vigilant against violators of the export quotas, the Journal reported.
Chinese exports fell to 23,742 metric tons in the January-May period, the Wall Street Journal reported, citing China’s Economic Information & Agency. Beijing also reiterated its vow to remain vigilant against violators of the export quotas, the Journal reported.
PetroLogistics Files To Come Public
PetroLogistics LP has filed its paperwork with the SEC to raise $600 million in equity capital in an initial public offering. The company will list it common shares on the New York Stock Exchange under the symbol “PDH.” Formal financial terms are not yet available.
PetroLogistics LP owns and operates the world’s largest facility that processes propane into propylene. Propylene is one of the basic building blocks for petrochemicals that is utilized in the production of a variety of end uses including paints, coatings, building materials, clothing, automotive parts, packaging and a range of other consumer and industrial products.
The company claims to be the only independent, dedicated “on-purpose” propylene producer in North America. Strategically located in the vicinity of the Houston Ship Channel and within 50 miles of approximately one-half of all U.S. propylene consumption.
PetroLogistics LP owns and operates the world’s largest facility that processes propane into propylene. Propylene is one of the basic building blocks for petrochemicals that is utilized in the production of a variety of end uses including paints, coatings, building materials, clothing, automotive parts, packaging and a range of other consumer and industrial products.
The company claims to be the only independent, dedicated “on-purpose” propylene producer in North America. Strategically located in the vicinity of the Houston Ship Channel and within 50 miles of approximately one-half of all U.S. propylene consumption.
lundi 20 juin 2011
Jun 20, 2011 01:17 AM ET
Hong Kong property prices may fall as much as 15 percent by the end of the year, said Walter Kwok, former chairman of Sun Hung Kai Properties Ltd. , the world’s biggest developer by market value.
Ça viens contredire une autre nouvelle Chinoise qui dit...
The government will add more than 20,000 homes this year and may offer more land for residential projects.
....un -15 % au Canada soon ??
Peabody Energy et Arch Coal vont en profiter
The National Development and Reform Commission is working on cutting the 17% tariff on imported coal and related fees for port operation, a source of the China National Coal Association.
China became a coal net importer in 2009, and recorded a net import amount of 146 million tons in 2010. Its coal imports are expected to grow rapidly in the years to come as the economy continues to expand.
China imported 22% less coal in the first four months of this year from the same period a year ago, due to rising international coal prices.
Reduced tariffs on coal and port operation fees will help ease the coal shortages in the coastal industrial bases and put a check on domestic coal prices, a BOC International report said.
International coal prices are currently ¥108/ton costlier than domestic coal, according to China Minzu Securities. A percentage point decrease in the 17% tariff would reduce the cost of imported coal by ¥9/ton, so a four percentage point decrease, which Minzu Securities reckons the most likely, would narrow the gap between international and domestic coal prices to ¥72/ton.
China became a coal net importer in 2009, and recorded a net import amount of 146 million tons in 2010. Its coal imports are expected to grow rapidly in the years to come as the economy continues to expand.
China imported 22% less coal in the first four months of this year from the same period a year ago, due to rising international coal prices.
Reduced tariffs on coal and port operation fees will help ease the coal shortages in the coastal industrial bases and put a check on domestic coal prices, a BOC International report said.
International coal prices are currently ¥108/ton costlier than domestic coal, according to China Minzu Securities. A percentage point decrease in the 17% tariff would reduce the cost of imported coal by ¥9/ton, so a four percentage point decrease, which Minzu Securities reckons the most likely, would narrow the gap between international and domestic coal prices to ¥72/ton.
Le 9 Mai dernier CITIgroup a fait une reverse split de 10/1....passant de 4.52$ à 45.20$.
Le stock est à 38$ now.
Il y a maintenant 2,9 millions de parts sur le marché.....la compagnie est un ultra-low float. Ce qui est spécial c'est de voir les volumes toujours aussi haut chaque jours...
...devenu un jouet de day-traders en fin de compte.
samedi 18 juin 2011
Oracle Corp. (ORCL) is seeking billions of dollars in damages in a patent- and copyright-infringement lawsuit against Google Inc. (GOOG) that claims the search-engine company’s Android software uses technology related to the Java programming language, according to court papers.
The extent of the claims was disclosed yesterday in San Francisco federal court by Oracle, as it sought to prevent Google from filing under seal documents in the case stating Oracle’s monetary claims.
“Oracle’s damages claims in this case are in the billions of dollars,” the company said in a filing, arguing that its demands “are based on both accepted methodology and a wealth of concrete evidence.”
“They should not be hidden from public view,” Oracle said.
Oracle got Java when it bought Sun Microsystems. I would expect that any legal battle might takes years to resolve. But someone must think they have a case.
vendredi 17 juin 2011
SNE.nyse
Sony va doubler au cours de l'exercice sa production de films conducteurs anisotropes , un substrat conducteur utilisé dans les écrans tactiles pour smartphones et tablettes, rapporte le quotidien économique Nikkei.
Les investissements pour cette technologie vont représenter environ 1 milliard de yens pour l'exercice fiscal s'achevant en mars 2012, précise le Nikkei. . Sony prévoit d'étendre cette technologie sur tous les types d'écrans, les modules d'appareils photos et les panneaux solaires, indique le quotidien économique japonais.
Le marché mondial de l'ACF est évalué à quelque 40 milliards de yens par an. Sony et Hitachi Chemical représentent à eux deux environ 90% de la production.
Les investissements pour cette technologie vont représenter environ 1 milliard de yens pour l'exercice fiscal s'achevant en mars 2012, précise le Nikkei. . Sony prévoit d'étendre cette technologie sur tous les types d'écrans, les modules d'appareils photos et les panneaux solaires, indique le quotidien économique japonais.
Le marché mondial de l'ACF est évalué à quelque 40 milliards de yens par an. Sony et Hitachi Chemical représentent à eux deux environ 90% de la production.
jeudi 16 juin 2011
Youku.com Inc. operates as an Internet television company in the Peoples Republic of China. Its Internet television platform enables consumers to search, view, and share video content across various devices. The companys services for users comprise video content library consisting primarily of professionally produced content, including television serial dramas, movies, event reports, variety shows, and music videos under the Youku brand. It also provides user-generated content through Youku Paike and Youku Niuren programs; and produces a range of content, such as sponsored Web serial dramas, reality shows, interviews, and variety shows under Youku Originals brand. The company’s other services for users comprise online video search and discovery, online community, video space, real time commenting, and searchable community message board, as well as wireless video, iPhone channels and iPad, and P2P downloadable software client services. In addition, it offers online advertising services to various advertising companies operating in fast moving consumer goods, information technology services, automobile manufacturing, electronics, telecommunications, financial services, e-commerce, and online game industries. The companys products and services for advertisers and customers include online advertising services, such as in-video, display, sponsorship, and other forms of advertisements; targeting solutions; viral video advertisements; product placements; subscription-based services that enables users to watch advertisement-free premium content, such as high-definition movies; and sub-licensing content. It sells its advertising services through third-party advertising agencies comprising members of American Association of Advertising Agencies and Chinese advertising agencies. The company was formerly known as 1Verge Inc. and changed its name to Youku.com Inc. in June 2008. Youku.com Inc. was founded in 2005 and is headquartered in Beijing, the Peoples Republic of China.
P
Shares of Pandora Media (P) are up $2.54, or 16%, at $18.54, having given up more than half the bounce they experienced during the earlier part of the session, when the stock rose as high as $26 after pricing last night at $16.
No need to wait for the underwriters to chase the stock: Maxim Group’s John Tinker has a note initiating coverage this morning, with a Buy rating and a $23 price target.
“Pandora only has 3% of all radio listening – suggesting a lot of runway,” writes Tinker, and he thinks the company will increase share by producing a better advertising product: “Advertisers appreciate the service, as display ads can be offered in an immersive experience where listeners actively participate.” Most of the business is based on ads, while only 2.4% of users actually pay Pandora the $36-per-year subscription, he notes.
No need to wait for the underwriters to chase the stock: Maxim Group’s John Tinker has a note initiating coverage this morning, with a Buy rating and a $23 price target.
“Pandora only has 3% of all radio listening – suggesting a lot of runway,” writes Tinker, and he thinks the company will increase share by producing a better advertising product: “Advertisers appreciate the service, as display ads can be offered in an immersive experience where listeners actively participate.” Most of the business is based on ads, while only 2.4% of users actually pay Pandora the $36-per-year subscription, he notes.
mercredi 15 juin 2011
Les riches Chinois aiment les maisons et condos de Vancouver... et plus....
China was home to 960,000 individuals whose wealth totaled ¥10 million or above in 2010, and over 90% of them travelled overseas last year, according to the Chinese Luxury Traveler white paper that surveyed 463 multimillionaires with an average age of 39. The paper was compiled by Hurun Report and ILTM Asia.
These multimillionaires owned 3.3 cars and 3.7 watches on average in 2010;
These multimillionaires spent an average 5% of their assets in 2010;
These multimillionaires' favorite recreation was traveling abroad;
These multimillionaires had 15 days off on average, and had three overseas trips on average in 2010;
80% of these multimillionaires went on self-guided tours, and 60% flew with business class in 2010;
France, the US and Australia were the top three tourism destinations for these multimillionaires in 2010;
17% of these multimillionaires would like to travel during the weeklong National Day holiday that begins on October 1.
In addition, the white paper revealed that overall spending on offshore shopping by all mainland tourists surged 91% and accounted for 17% of the global duty free shopping receipts. Foreign watches, jewelrey and designer clothes were the top three items on their shopping lists.
These multimillionaires owned 3.3 cars and 3.7 watches on average in 2010;
These multimillionaires spent an average 5% of their assets in 2010;
These multimillionaires' favorite recreation was traveling abroad;
These multimillionaires had 15 days off on average, and had three overseas trips on average in 2010;
80% of these multimillionaires went on self-guided tours, and 60% flew with business class in 2010;
France, the US and Australia were the top three tourism destinations for these multimillionaires in 2010;
17% of these multimillionaires would like to travel during the weeklong National Day holiday that begins on October 1.
In addition, the white paper revealed that overall spending on offshore shopping by all mainland tourists surged 91% and accounted for 17% of the global duty free shopping receipts. Foreign watches, jewelrey and designer clothes were the top three items on their shopping lists.
1.00 CAD$
=
6.605 Yuans
Les titres de la chroniques littéraire (la seule) de radiopirate.com
Suite à ma Chronique littéraire de ce matin sur radiopirate.com,
voici les titres....
pour Nick ;
Autoportrait de l'auteur en coureur de fond
Haruki Murakami
édition Belfond et en livre de poche.
pour Seb ;
Dieu et la science
Jean Guitton + Grichka et Ivan Bogdanov
édition Grasset et en livre de poche
pour Doom;
L'Obsession Anti-Américaine
Jean -François Revel
édition Plon
pour Yves;
La force du bien
Marek Halter
édition Robert Laffond
pour Jeff;
Théories économiques en 30 secondes
Donald Marron
édition Hurtubise
--------------------------------------------------
Pour acquérir l'habitude de la lecture , il faut construire par
vous-même un refuge contre presque toutes les misères de la vie.
W.Somerset Maugham
voici les titres....
pour Nick ;
Autoportrait de l'auteur en coureur de fond
Haruki Murakami
édition Belfond et en livre de poche.
pour Seb ;
Dieu et la science
Jean Guitton + Grichka et Ivan Bogdanov
édition Grasset et en livre de poche
pour Doom;
L'Obsession Anti-Américaine
Jean -François Revel
édition Plon
pour Yves;
La force du bien
Marek Halter
édition Robert Laffond
pour Jeff;
Théories économiques en 30 secondes
Donald Marron
édition Hurtubise
--------------------------------------------------
Pour acquérir l'habitude de la lecture , il faut construire par
vous-même un refuge contre presque toutes les misères de la vie.
W.Somerset Maugham
mardi 14 juin 2011
100 MM IPO ?
La croissance de Facebook est-elle en train de baisser ? A en croire les données du site Inside Facebook, le réseau social en ligne commencerait à perdre des utilisateurs sur plusieurs de ses marchés historiques.
Les analystes, qui s'appuient sur l'outil publicitaire de Facebook pour établir leurs statistiques, ont ainsi décompté 149,4 millions d'utilisateurs actifs aux Etats-Unis le mois dernier, soit 6 millions de moins qu'en avril. Le nombre de membres aurait aussi légèrement reculé au Royaume-Uni et au Canada.
Avec 687 millions d'utilisateurs actifs, l'audience de Facebook s'afficherait toutefois toujours en hausse dans l'ensemble du globe (+11,8 millions en un mois), grâce à une popularité grandissante dans des pays émergents comme le Mexique (+1,9 million), le Brésil (+1,9 million) ou encore l'Inde (+1,7 million).
Ces chiffres non officiels doivent évidemment être pris avec précaution. En effet, la notion d'utilisateur actif reste floue et Inside Facebook ne détaille pas sa méthode de calcul. Ces données devront aussi se confirmer sur plusieurs mois pour marquer une vraie tendance. D'autant que d'autres mesures d'audience, comme celle de comScore, n'ont pas décelé de baisse aux Etats-Unis lors du même mois.
Cela constitue toutefois un avertissement pour la société fondée par Mark Zuckerberg. "Lorsque l'audience de Facebook atteint 50% de la population d'un pays, sa croissance commence à ralentir", note Inside Facebook.
Pour trouver des relais de croissance, le site lorgne notamment la Chine et ses plus de 450 millions de personnes connectées à Internet. Censuré dans l'Empire du Milieu, le groupe songerait à créer un réseau social en partenariat avec le moteur de recherche local, Baidu.
BIDU.q
lundi 13 juin 2011
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