| Email This Article Email This Article  | 

Japan’s retail champ: Buy Fast Retailing (FRCOF)

September 22, 2008 · Filed Under International Investing · Comments 
Japan’s Fast Retailing (Pink Sheets:FRCOF) is sitting on $1.4 billion, waiting to find the perfect buyout candidate to come along. In the meantime, it’s expanding its Uniqlo clothing stores into India, Russia and Singapore. by Stephanie Grimmett Baltimore — (TFN): While the rest of the retail world is whimpering, writhing and contracting in pain, Fast Retailing [...]

Forget Chinese dairies, buy Hong Kong’s Vitasoy (0345)

September 12, 2008 · Filed Under International Investing · Comments 
"The Chinese dairy business is certainly growing very quickly. And this has got investors excited - Chinese dairy firms are trading at some pretty racy multiples. But I think they’ve got it wrong. If you want to gain access to China’s undeniably promising drinks market, I reckon you’d be better of with soy than the [...]

China’s Coal Cos. Spark U.S. M&A Boom

July 22, 2008 · Filed Under Oil and Energy · Comments 
“In the next 12 months there will be an unprecedented amount of both domestic and cross-border mergers and acquisitions. U.S. reserves are undervalued relative to those in the rest of the world.” — Wilbur Ross, International Coal Group chairman by Jason Simpkins Baltimore — (TFN): The recent buyout of Alpha Natural Resources Inc. (ANR) by Cleveland [...]

Buy Little Sheep (0968) Below HK$2.88

June 17, 2008 · Filed Under International Investing · Comments 
“With the IPO market in Asia just as lackluster as it’s been in the U.S. this year, investors were as pleased as punch that any company as healthy and growth-oriented as Little Sheep was going public. It was a small IPO, but it was enough to get the fellas in Hong Kong excited.” — Stephanie [...]

Buy This Hong Kong Hot Pot IPO

June 10, 2008 · Filed Under International Investing · Comments 
“Little Sheep Hot Pot will begin trading on the Hong Kong Stock Exchange this Thursday to the glee of investors. The company has built an empire of 330 restaurants in China, the U.S. and Japan in less than 10 years, and it’s still predicting record profits for 2008.”– Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN): Supreme [...]

Profit from Oil Prices: Invest in China

May 2, 2008 · Filed Under International Investing · Comments 
“Here in China, they’re using fuel at an accelerating rate. Part of that is the increasing reliance on fuel oil, but an even bigger catalyst is simply because companies like Chery Automobile, Geely Automobile (0175: Hong Kong), and Chongqing Changan Automobile Co. Ltd., are producing inexpensive, gas-powered cars for the masses.” [...]

China IPO Backdoor Strategy: Buy this mobile content company now for less than the cost of a movie ticket!

November 26, 2007 · Filed Under International Investing · Comments 
by Stephanie Grimmett, TFN Baltimore — (TFN): China Mobile (CHL: NYSE) is as ubiquitous in its homeland as Verizon is in the United States. And the company has popped up everywhere in the last few weeks. As you may recall, Taipan recommended China Mobile, the largest Chinese cellphone company, in the June [...]

China IPOs: What’s Coming Down the Pipeline

November 21, 2007 · Filed Under International Investing · Comments 
“The other Big Thing barreling down the pipeline is China Mobile (CHL: NYSE). The company’s ADR has already more than doubled its share price in 2007. Now it is planning one of the largest IPOs in the history of China’s mainland exchanges. And given the recent track record of Chinese IPOs, that’s saying something.” — [...]

Hedging your risk: What to expect for the Chinese markets

November 14, 2007 · Filed Under International Investing · Comments 
“Smart folks look at both sides of the picture, and then step in where it makes sense. When we are right, we are rewarded for taking on risk. And hopefully when we are wrong, that is to say, when the less probable scenario comes to pass (as it inevitably will from time to time), we [...]

China IPOs: Record number of US IPOs by Chinese companies spell opportunity

November 14, 2007 · Filed Under International Investing · Comments 
“In 2007, Chinese companies have represented 12% of all US IPOs, eclipsing all other foreign companies’ US IPOs combined.” Today’sFinancialNews.com Wednesday, November 14, 2007 Baltimore — (TFN): According to a report by US-based Renaissance Capital, the number of Chinese IPOs on the New York Stock Exchange and NASDAQ is growing at a record pace. In 2007, [...]