9/03/2011

8/20/2011

snapshot Aug/20/2011

  • Bought more 0197.HK @ 0.48.
  • Bought more 0569.HK @ 3.09.
  • Bought 0268.HK @ 3.198.


8/06/2011

snapshot Aug/6/2011

  • Bought more 0569.HK which becomes cheap after the Chinese train accident.
  • NY and HK markets had a small crash.
  • Agriculture stocks and pharma stocks become cheap.
  • China green 0904 has fallen steeply after it's annual report of down profit was disclosed.

7/09/2011

4/02/2011

0233.HK 2010 annual results

  • Action
    • Keep holding
  • Summary
    • Revenue: 6.7%+
    • Profit: 5.8%+
    • Healthy balance sheet
    • Started bio. medical business (Jan.)
    • High profit ratio
    • Protein chip business is expected to grow in this FY.

0371.HK 2010 annual results

  • Action
    • keep holding
  • Summary
    • Revenue: 170%+
    • Profit: 166%+
    • Water process capacity / day: 69%
    • In last year, sewage process increased a lot. In this year and later, water supply business will grow a lot.

snapshot Apr/1/2011

3/29/2011

Start.

Chinese stocks I have at this moment:





Other than the above, I now have:

  • Uni-charm (8113.T) - 3,030 JPY on Mar/29/2011.
  • Vinamilk(VMN) - 93.5 kVND on Mar/29/2011.