Icbccss&p500usd Discussion Threads

[energyi] 07/12/2006 09:36

Shanghai Real Estate prices offer at 4% discount
In the tenth placement by a Hong Kong-listed developer in six weeks, Shanghai Real Estate raises $106 million for land bank acquisitions and new developments.
By Anette Jönsson | 06 December 2006

[briarberry] 25/11/2006 22:21

BEST OF MICHAEL BERRY

November 21, 2006


CHINA: BIG MAC

On the weekend the FT published a most interesting article on China. I want you to think, and challenge me on this issue. It is central to the longevity of the commodity cycle. The article is titled, "Hunger for cars feeds drive-thru fast-food outlets across China."

The subtitle is, "Burger chains are hoping to benefit from booming vehicle sales.".... The newly arrived people in China's middle class are buying McDonalds at the drivethru in every vehicle from sleek new cars to taxis. Over 1 decade ago, the FT reports, car ownership was frowned upon. Today, "the launch of McDonald's drive-thrus is the latest phase in the rapid spread of US-style car culture."

We don't need a State Department, we've got McDonalds!

I hope you will realize that the QOL cycle is so powerful that it will overwhelm, eventually, any political opposition. Once China's 250 million strong, but still nascent, middle class taste the delights of McD's Quarter Pounder, there is no stopping the "quality of life" cycle. It is not about food, it is about freedom to choose.

Car ownership in China is only 2% but the growth rate is very strong and accelerating. The FT reports, "the car boom is having an impact beyond the car-makers bottom line. It also marks a dramatic shift in the way people are leading their lives." Chinese citizens feel more in control of their lives if they are driving. Transportation innovation always engenders freedom. The migration to California in the 19th century is a primeexample. China is building a road system of 26,000 miles. McDonalds has signed a deal with Sinopec to put a drive thru in any of Sinopec's 7,000 locations.

What does all this mean for Discovery Investors? Oil and energy demand must escalate. Gold prices, to the extent it is linked with oil, must accelerate. Copper and commodities also must eventually stabilize and be stronger as QOL-driven world moves forward. You cannot deny disenfranchised people a better life. With communications developing as they are, people are better educated and demand a better life. Please read this article and then reflect. I hope you will consider joining me in the Discovery Investing discipline. I have developed it painstakingly over the past four years. The global cycle of Discovery has only begun.

[quixquote] 20/11/2006 12:28

Anyone got the actual text of Evil's recent missive to the LSE / FSA?

[don muang] 20/11/2006 11:55

>Don Muang - 5 Nov'06 - 09:35 - 653 of 663 edit
Ashley .... is it true that
a) the earth is flat?
b) trader toms prediction of a crash on 17th Nov will come true?

Well, tradet toms (tradertom.com) was brave enough to stand up at an investment seminar about a month ago and predict a major stock market movement would happen on 17th November. Fortunately it didn't. So, ignoring any TA techniques and looking at macroeconomic - then seems the China story still has a while to run yet - another 100 years or so?

[mcbeanburger] 20/11/2006 11:47

China's African Adventure

[don muang] 20/11/2006 09:38

I like this part of the RNS - "Chi-Med stands to reap tens of millions of poundsfrom the partnership if it comes up with a drug that is suitable to put into trial".

[don muang] 20/11/2006 09:02

Merck looks for ancient Chinese cancer cure
By Susie Mesure
Published: 20 November 2006
The German drugs giant Merck is seeking help from the world of traditional Chinese medicine to find a cure for cancer. The Chinese medicine company spun out of Hong Kong's Hutchison Whampoa, Chi-Med, will today unveil a potentially lucrative deal to research oncology on behalf of the German group.

Merck will pay Chi-Med to raid centuries of Chinese medical knowhow in search of a natural cancer-fighting product that it can turn into a marketable Western drug.

The financial terms of the deal were not disclosed, but Chi-Med stands to reap tens of millions of pounds from the partnership if it comes up with a drug that is suitable to be put into trial.

Western pharmaceutical companies are increasingly outsourcing their drug discovery work, with many looking east for the solution to medical mysteries that Western doctors cannot solve.

Ulrich Betz, Merck's head of strategic innovation and research, said the partnership would allow the group to "extend its interaction with the emerging Chinese pharmaceutical industry".

Chi-Med raised £40m from listing on AIM in May. It is based in Shanghai, and controlled by the Hong Kong billionaire La Ka-Shing's Hutchison conglomerate. It has a library of 10,000 natural substances, many of which have been used for centuries, which it is scanning for medical potential.

The company has already brought two drugs into US phase II clinical studies in the oncology and auto-immune areas. One is a drug to enhance radiotherapy for cancer patients. Another drug in trial is an oral treatment traditionally used for respiratory infections and modified to treat Crohn's disease and ulcerative colitis.

The Chinese company recently struck a deal with Proctor & Gamble to screen its collection of plant extracts for possible use in the consumer giant's beauty care products.

In the UK, Chi-Med has its own chain, Sen, which sells skincare products, with outlets in high-profile shopping areas such as London's South Molton Street and the upmarket department store Harvey Nichols. It also has a retail chain in China, which had a turnover of $31m (£16.3m) in the first half of the year. The company made a $3.1m loss in the six months to 30 June compared with a $2.75m loss last year.

[igoe104] 12/11/2006 19:31

don muang jmc china fund is worth alook.

Ten Largest Investments
JPMorgan Chinese Investment Trust
China Mobile 6.7
Taiwan Semiconductor 6.1
JF China Pioneer 'A' share Fund 4.7
Hon Hai Precision 4.3
Cheung Kong 4.0
Cathay Financial 3.1
Petrochina 2.8
China Life Insurance 2.6
China Petroleum 2.4
Sun Hung Kai Properties 2.3


39.0

[don muang] 12/11/2006 19:25

biy like saying you'll avoid tech stocks at the end of the 90's....
won't loose any money by staying out of em .... but if you get the right ones with reasonable timing then .....

[katie priceless] 12/11/2006 07:57

Not even GFM ?

[energyi] 12/11/2006 02:35

what are the Leaders of China thinking??

Article from Financial Sense :

[don muang] 08/11/2006 10:55

A london listed company (HCM) involved in another 'niche' Chinese industry (Chinese medicine) has been nicely rising this week after being mention in an e-mail tip.

[don muang] 05/11/2006 09:35

Ashley .... is it true that
a) the earth is flat?
b) trader toms prediction of a crash on 17th Nov will come true?

[mr ashley james] 04/11/2006 03:23

True, you are in sane, I would prefer to be A Loon, ie a studier of Lunar Cycles knowing what the Words Mean In Ibiru/Aramaic.

You ineffectively try to skirt around the point I am trying to make however.

WHY AREN'T YOU SUBSCRIBING TO THE ADVFN PBB OR POSTING UNDER A PBB LOG ON?

[energyi] 04/11/2006 03:12

AJ, you are truly a loon

[mr ashley james] 04/11/2006 02:53

No Premium BB Log Ons on this Thread?

Why not?

Same person posting 24/7 from somewhere bluntly outside UK Jurisdiction in reality under Multiple Log Ons?

If so WHY?

[energyi] 04/11/2006 02:46

China/Africa Summit : China's bid for power
Largest ever gathering of African Leaders
47 African leaders at summit of the Forum for China-Africa Cooperation (FOCAC), taking place in Beijing on November 4 and 5
= =

47 African leaders at summit of the Forum for China-Africa Cooperation (FOCAC), taking place in Beijing on November 4 and 5
= =

A tame headline. An amazing show.

On Hong Kong english-language television you could watch the leaders of all 47 african countries queue up for the opportunity to shake hands with the President of China. It took almost 30 minutes for them each to greet him, and share a photo opportunity with the world's emerging leader, President Hu.

There was talk of equal partnerships. But the set-up was historic, a queue of supplicants seeking the favor of the emperor of the central kingdom. Bush could never have pulled this off.

China has offered to help build 200 schools, and to raise the number of African scholarships in China from 2,000 to 4,000.

The Africans want financial assistance in building their infrastructure, and they want better technology. The chinese want african resources.

China will be buying raw materials from the African continent. They will be selling manufactured goods to the US and Europe. And by doing so, they are building their own economy.

Everyone wants customers. No one likes bullies. I cannot help but think that China's approach of buying their products, and helping a bit, will bear more success than the rough "nation building" that the US engages in.

[don muang] 22/9/2006 14:34

it won't be closing down ....
it's presently got three uses: military aviation, civil aviation, and the Royal Thai AirForce golf course....
it's only the civil aviation that are moving .....
(I'll remain across the road near Sapanmai Tesco).

[taurusthebear] 22/9/2006 14:29

DM - will you be changing your handle next week, or just closing down? ;0)

[don muang] 22/9/2006 14:14

asparks ... must be only u and me that read this thread.... so you're probably wasting your time promoting it !!!

[asparks] 22/9/2006 12:55

Check Out China Biofuels CBI.

[energyi] 06/9/2006 09:12

Company--------- code Shs.OS Price-= MktCap... Land.sqyd MktCp/Yd xEPS
Greentown China. 3900 1300mn hk$8.22 hk$10.7bn 10.32mn.Y hk$103.5 07.0
Shimao Property. :813 2975mn hk$6.25 hk$18.6bn 4.70mn.SM hk$????? 11.6
...new land .... :813 2975mn ....... hk$18.6bn 13.0mn.SM hk$?????
Agile Property.. 3383 xxxxmn
ChinaOverseasL&I :688 xxxxmn *138118
Guangzhou R&FPrp 2777 xxxxmn *2037226
Hopson Developmt ???? xxxxmn *137612
Shangh.Forte Ld. ???? xxxxmn hk$2.80 ... 1387408 / HK:2337
Shangh.Real Est. ???? xxxxmn 162171 / HK:1207

Shanghai Forte Lan SEHK-HK HK:2337
100% Sansui Electric Co TOKYO JP:6793
100% Shanghai Real Est SEHK-HK HK:1207