Why? the NYX never go above 9EMA. It has an ultimate resist when try to break it. GS try to dump it. And
However now MR give me some hope to hold it. Since it succeesfully stand above 50EMA, the ER is some big hope. Now I have 30 MAY 25 call with avg cost 0.3. I want to change my plan, I will sold 15 may call next monday around 0.6-0.7. And hold others for ER.
I have read the Chinese declearation that Chinese citizen can invest stocks outside China, that might be a good news for all Chinese stocks and US stocks. And we could also buy some Chinese bussiness bank stocks.
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fanzhi, MR was my old favorite but I don't have high hope for its Q1 ER. Not sure about their outlook. But don't think the earning for Q1 will beat the estimated 11c. I get the sense after reading their last CC transcript.
http://china.seekingalpha.com/article/29332
When they reported the Q4 earning, it was already March, they should have a rough idea about Q1 performance. But they did not give a quarterly guidance and asked the analysts to focus on the whole year. Q1 is slow anyway because of lunar new year. Did government anti-corruption movement go away in Q1? No. Actually, I feel it is even tougher based on my talks with family members and friends.
Internationally, the company has high hope for the US market, yet we do not have any new development on additional FDA approval beyond the old number of 7 products. And their expenses would not decrease due to the aggressive R&D expansion and sales expense. As sad as it is, R&D is often the killing part for those Chinese companies that aim high. It is much easier and more profitable to copycat.
I actually support America's complaint over China's IP violation. China needs to accelarate its legislation and protect IP. It is not only about Spider man III, it is for our good in the long run.
3 comments:
construction companies for public sector
urs, sgr, gva, eme. I went to urs/sgr interview before, both are decent companies. urs is always buying other small firm and hiring ppl, although their salary isn't that attractive. don't know much about gva, but it's famous.
another potential hot sector is the office building leasing/management companies in NYC and CA, these are companies will be benefited from good economy. cli, dei. cli is doing business in northeast area.
for home construction, we know tol, kbh, len are all in trouble. all you need to think is in a specific area, like nyc, there won't be any recession for realestate market due to the special location.
btw, I have never invested in above companies. construction companies working in public sector, they always need to face the challenge from small firm when they bid project from the goverment.
the good aspect for being a big firm is that you have very solid background and many sucessful cases to convince ppl you can do a great job.
company doing business on Infrastructure is very promising. for instance, tetra tech and earth tech. they were my dream companies. some of their projects still are really yummy to me.
hehe thx dude, these info are very very helpful.
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