Some excitement enters in EFUT today
It’s very preliminary, it could just be someone who found out about this company with some spare cash. However, it could also be the beginning of getting some more realistic […]
China to prop up the stockmarket?
We’ve already reported that the Chinese authorities are pondering over a stimulus package for the economy, consisting of increased spending, tax cuts, and lower interest rates.This is all to reinforce […]
Chinese shares not bottoming?
We argued, with Jim Rogers, that Chinese shares should offer compelling value pretty soon. There are other views around and here is an article that argues the bottom in Chinese […]
China’s shift to domestic demand as exports slowing
We already noted this policy change before, retail sales are on fire in China, growing at 20%. And guess what eFuture’s strength is.. supply chain management for the retail sector. […]
China the best long-term profit play
We have argued for an investment in eFuture, a leading Chinese business software and services producer. Their specialities are in supply chain management (SCM), especially for retailers. These markets are […]
Software as a Service (SaaS)
We had a previous article about this, with respect to eFuture (EFUT), There is a bit of a hype going on about the SaaS business model, which is somewhat understandable […]
eFuture’s software as a service (SaaS) and B2B initiatives
We’ve discussed one part, selling software licenses and then a year after gaining recurring monthly revenue for related services, so the initial contract serves as a driver for future recurring […]
Time to buy eFuture
We think the Chinese supply-chain management and services play eFuture (EFUT) has bottomed, and Chinese shares in general will soon bottom out. It’s about time to get in as the […]
Chinese shares crash
Funny, we just wrote a not so positive outlook for Chinese shares in the weekend, citing inflation problems, and here’s what happens.
Update on some of the stocks we follow
Just a quick review.