This mostly sounds very familiar
We’ve been saying much the same thing. These things are cheap, and we don’t think they’ll remain cheap forever…
Six value plays
An interesting article, with one familiar recommendation. Although not mentioning Fuqi International, it is mentioning a few reasons of what might be going on there as well..
Another one bites the dust
There is a bit of a slaughter going on in smaller Chinese ADR’s. Here is another one, CSR
Solid results from China Security & Surveillance (CSR)
An update. This company is still quite undervalued, despite the ongoing rally in Chinese Shares..
A bit of an ugly day for some of the things we’re following
Many of these stocks are up a great deal. Some shaking at the tree..
A company with a 2009 p/e just over three…
Is there a catch?
Stock update
All the attention has been on InterOil (IOC), and for good reasons, but that doesn’t mean there is nothing going on in some of the other stuff we’re following..
China Security & Surveillance Technology (CSR)
Really spectacular growth, cheap, there is a lot of value in many Chinese smallcaps. Is this a buy?