Date
24 April 2018

Raymond Tsoi

EJ Insight writer
  • Tencent can do no wrong? Not so fast

    - Feb 26, 2014 10:12am
    Tencent shares have been scaling new heights. It’s a recurring theme powered by surging investor confidence in the company’s future. It seems the online game and social media giant can do no wrong. With a market...
  • Speculating on e-car is one thing, buying one is another

    - Feb 25, 2014 8:41am
    Tesla’s China foray is generating a lot of buzz in the market, but despite the excitement over the luxury electric car brand, motorists are not keen on buying new energy vehicles. Many charging posts in Shanghai city are...
  • The case of the half-hearted bank hit-back at internet funds

    - Feb 24, 2014 3:13pm
    The only way to beat them is to join them — sort of. Top and second-tier banks, including household names like Industrial and Commercial Bank of China (01398.HK), Bank of China (03988.HK) and China Merchants Bank...
  • Who’s afraid of pollution?

    - Feb 24, 2014 8:37am
    If Chinese TV programs are any indication, there is not much public awareness in the mainland about the dangers posed by pollution. And it becomes evident that Beijing’s leaders still have a lot to do to...
  • DCH skids but belts up for better 2014

    - Feb 24, 2014 8:04am
    A steadily growing auto market in China does not always guarantee gains for car dealerships, as Dah Chong Hong’s (01828.HK) 2013 results demonstrate. Profit for the company, which sells and services foreign brands, slipped 14 percent...
  • The wonderful world of high-return, no-risk China trusts

    - Feb 21, 2014 9:46am
    It wasn’t the first and already it’s very clear it won’t be the last. A high-yield product from China Credit Trust teetered on the brink of default last month, briefly rattling financial markets before a last-minute bailout allowed investors...
  • Coal miners buried deep in a buyer’s market

    - Feb 21, 2014 8:48am
    Chinese coal miners have failed to mark up product prices despite a rise in rail transportation costs. This sends another warning signal that the sector’s bargaining power has eroded. Slower economic growth, import competition and the...
  • Solar player taps into the power of internet finance

    - Feb 20, 2014 11:02am
    Crowdfunding for a solar project? It’s not as far-fetched as it seems, going by the initiative of United Photovoltaics Group Ltd. (00686.HK). Since Beijing gave a clear support signal for the solar industry last year, many...
  • No end in sight to steel price winter

    - Feb 20, 2014 10:52am
    Steel stockpiles and iron ore inventories reached record highs in the first half of February, the China Securities Journal reported, quoting data from the China Iron and Steel Association and umetal.com, an industry information website. The backlog...
  • How online funds rattle banks with one quick, high-return trick

    - Feb 20, 2014 7:54am
    As if Chinese banks didn’t have enough problems. The lenders are already juggling local government debt, interest rate liberalization and a slowing economy, and now they have to fend off the fast-growing threat from internet finance....
  • Belle falls out of fashion but offers value for money

    - Feb 19, 2014 8:51am
    Belle International (01880.HK) used to be a must-have for investors. Those were the days when China’s consumption theme ran at full throttle on the stock market. Listed at the end of 2009, the national retail chain...
  • Local favoritism cuts both ways for electric car makers

    - Feb 18, 2014 9:00am
    Many observers cite customer wariness as being the biggest roadblock for the electric car market in China. Concerns about the vehicle price, lack of adequate charging facilities, limited driving range and safety issues are seen keeping...
  • A 2Q test for China polysilicon as solar flares

    - Feb 13, 2014 8:35am
    The photovoltaic industry is warming up and solar cell material makers are putting it to the test. They’re asking for higher prices for factory supplies, knowing there’s a lot of reasons to support a brighter outlook....
  • Solar panel makers shine but outlook dim for equipment suppliers

    - Feb 10, 2014 8:12am
    The solar industry’s cloudy years did have a silver lining. After reporting heavy losses in 2011 and 2012, China-based titans Yingli Green Energy (YGE.US) and Trina Solar (TSL.US) are both poised to become the first batch...
  • Tariff trend burnishes gas sector appeal

    - Feb 7, 2014 8:02am
    With television images of mainland citizens wearing face masks outdoors all too frequent nowadays, it reminds us just how bad the air pollution problem has become in the country and the need for the government to...
  • CR Power’s wind promise overlooked amid coal plant worry

    - Feb 6, 2014 8:39am
    For months, a tariff cut for coal-fired power has been an overhang on the sector, dampening investor interest in the electricity producers and keeping the share prices of the firms subdued on the stock markets. Leading...
  • Valuation: it’s most important, it’s least important

    - Jan 29, 2014 3:27pm
    Hong Kong Economic Journal columnist Ah Mui used to work in one of the top accounting firms before joining the fund management industry. With friends from both businesses, Mui made some interesting observations. Although accounting people...
  • Shady agents profit from home curbs

    - Jan 24, 2014 3:21pm
    Many local governments have introduced purchase curbs to discourage purchases of a second home or make it harder for non-locals to buy one. The restrictions are intended to rein in speculation. But in many major cities,...
  • China Cinda risks lurk in lending shadows

    - Jan 23, 2014 4:17pm
    The share price of China Cinda Asset Management Co. Ltd. (01359.HK) has risen by more than half since it debuted in Hong Kong last month at an offering price of HK$3.58 (46.15 US cents). Cinda was for...
  • Taxi drivers may be China Mobile’s first big 4G break

    - Jan 22, 2014 2:53pm
    The mainland’s upwardly mobile are obvious targets for China Mobile’s (00941.HK) faster 4G phone network offerings, with TD-LTE-enabled versions of Apple’s slick iPhones available since mid-January. But the telecom giant could do well to focus on...

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