Opinion & investing ideas
vendredi 19 août 2011
jeudi 18 août 2011
He's not all the way back, at least not yet, but Steve Jobs is certainly not letting his health from meeting with Chinese executives.
According to AppleInsider via Reuters, the legendary tech CEO has met with China Mobile (NYSE: CHL) executives "several times" to bring the world's most iconic phone to the world's largest mobile carrier.
According to AppleInsider via Reuters, the legendary tech CEO has met with China Mobile (NYSE: CHL) executives "several times" to bring the world's most iconic phone to the world's largest mobile carrier.
...sur watch list de mon ami " technicien " boursier
cliquez pour agrandir...
Ce stock est-il sur le point d'exploser ?
Un close en haut de 1.50$ va confirmer le tout...bon support à 1.37$ et 1.31$
Share Buyback
Plusieurs compagnies ont l'intention de racheter une partie de leurs actions...voulant profiter de la baisse du cours en bourse...
Principal Financial Group Inc. (NYSE: PFG); Progressive Waste Solutions Ltd. (NYSE: BIN); Cliffs Natural Resources Inc. (NYSE: CLF); Life Time Fitness Inc. (NYSE: LTM); AECOM Technology Corp. (NYSE: ACM); Forest Laboratories Inc. (NYSE: FRX); Interpublic Group of Companies, Inc. (NYSE: IPG); Myriad Genetics Inc. (NASDAQ: MYGN); Republic Services, Inc. (NYSE: RSG); Lorillard, Inc. (NYSE: LO); Newell Rubbermaid Inc. (NYSE: NWL); and TiVo Inc. (NASDAQ: TIVO).
Principal Financial Group Inc. (NYSE: PFG); Progressive Waste Solutions Ltd. (NYSE: BIN); Cliffs Natural Resources Inc. (NYSE: CLF); Life Time Fitness Inc. (NYSE: LTM); AECOM Technology Corp. (NYSE: ACM); Forest Laboratories Inc. (NYSE: FRX); Interpublic Group of Companies, Inc. (NYSE: IPG); Myriad Genetics Inc. (NASDAQ: MYGN); Republic Services, Inc. (NYSE: RSG); Lorillard, Inc. (NYSE: LO); Newell Rubbermaid Inc. (NYSE: NWL); and TiVo Inc. (NASDAQ: TIVO).
mercredi 17 août 2011
Agriculture
Le mid-west Américain a souffert de l'été le plus chaud depuis 1955 selon le USDA.""Overall, the U.S. Department of Agriculture cut its corn crop estimate by 4.1%, soybeans by 5.2%, and spring-wheat production by 5.2%.""
Les états-unis sont des exportateurs net de grains et la demande Chinoise pour le maïs va passer de 4 à 5 millions de tonnes cette année et puis la demande de blé ne sera pas comblée..
CROP est le choix de plusieurs analystes pour en profiter......moi qui fait des pizzas perdu dans une banlieue de la ville de Québec je met mon " blé" sur MOO
"" The recent weather problems in the Heartland, along with last year's drought/flooding in Russia and Australia, help underscore the need for GMO seeds and better fertilizers.""
FAUT QUE ÇA POUSSE AU PLUS CRISS ...!
RVBD.nasdaq
Suntrust Robinson Humphrey analyst Rodney Ratliff today raised his rating on shares of networking equipment firm Riverbed Technology to Buy from Neutral, with a $38 price target, arguing that the company’s 43% share of the “WAN optimization market” makes it a valuable purchase at a beaten-down stock multiple.
The shares trade for 22 times the $1.20 in EPS he’s modeling next year, above the consensus $1.15. Ratliff thinks that’s too cheap given the company’s 31% growth rate for earnings, and he thinks a more appropriate multiple is 32 times.
Worries about the company’s recent weakness in European sales are reflected in the shares, writes Ratfliff, while the recent appointment of a new head of sales for the region, Willem Hendrickx, who is “well-connected and well-liked by the customer base” could improve performance in that regard.
Riverbed’s acquisitions of privately held Aptimize and Zeus Technology should help the company improve its standing in the “cloud” computing market, he thinks. Zeus makes “virtual application delivery controllers,” which can increase the company’s share of application delivery controllers, and Aptimize enhances Web browser performance and ties into Riverbed’s deal with Akamai .
The shares trade for 22 times the $1.20 in EPS he’s modeling next year, above the consensus $1.15. Ratliff thinks that’s too cheap given the company’s 31% growth rate for earnings, and he thinks a more appropriate multiple is 32 times.
Worries about the company’s recent weakness in European sales are reflected in the shares, writes Ratfliff, while the recent appointment of a new head of sales for the region, Willem Hendrickx, who is “well-connected and well-liked by the customer base” could improve performance in that regard.
Riverbed’s acquisitions of privately held Aptimize and Zeus Technology should help the company improve its standing in the “cloud” computing market, he thinks. Zeus makes “virtual application delivery controllers,” which can increase the company’s share of application delivery controllers, and Aptimize enhances Web browser performance and ties into Riverbed’s deal with Akamai .
China news
PetroChina Co (NYSE: PTR, SHA: 601857, HKG: 0857) has established a potash exploration team for its Qinghai branch and activated its potash extraction plan in the province's formation water, building the bedrock for future potash business as China seeks to secure the key ingredient of fertilizers that it currently has to import 50% of its need.
China Life Insurance Co (NYSE: LFC, SHA: 601628, HKG: 2628), the nation's biggest insurer by market value, posted ¥204.6 billion in premium incomes in the first seven months, up 5.2% from the same period a year ago.
Wuliangye Yibin Co (SHE: 000858), a leading distiller of Chinese baijiu liquor, posted ¥10.59 billion in revenues and ¥3.36 billion in net profits for 1H 2011, up 39.8% and 48.7% year on year respectively thanks to strong sales despite increased prices.
China Coal Energy Co (HKG: 1898), a leading coal producer and distributor, sold 12.29 million tons of coal in July and 77.3 million tons in the first seven months, up 31% and 12% year on year respectively.
Shanghai Pudong Development Bank Co (SHA: 600000) posted ¥31.87 billion in revenues and ¥12.88 billion in net profits for 1H 2011, up 40.1% and 41.8% respectively from the same period a year ago. Its capital adequacy ratio declined 0.52 percentage points from six months earlier to 11.5% as of June 30, 2011.
Pingdingshan Tianan Coal Mining Co (SHA: 601666) posted ¥11.97 billion in revenues and ¥1.14 billion in net profits for 1H 2o11, up 0.8% and down 10.4% respectively from a year earlier. Decreased sales volume and government-imposed price caps were blamed for the decline in net profit.
Sany Heavy Industry Co (SHA: 600031) posted ¥30.36 billion in revenues and ¥5.94 billion in net profits for 1H 2011, up 79.2% and 106.6% year on year respectivel thanks to strong demand for its products fuelled by public housing projects and fizzling fixed-asset investment.
Anhui Conch Cement Co (SHA: 600585, HKG: 0914), China's biggest cement producer, posted ¥22.12 billion in revenues and ¥5.99 billion in net profits for 1H 2011, up 61.7% and 233.6% respectively. Its overall gross margin surged 17.38 percentage points to 42.79%.
China Life Insurance Co (NYSE: LFC, SHA: 601628, HKG: 2628), the nation's biggest insurer by market value, posted ¥204.6 billion in premium incomes in the first seven months, up 5.2% from the same period a year ago.
Wuliangye Yibin Co (SHE: 000858), a leading distiller of Chinese baijiu liquor, posted ¥10.59 billion in revenues and ¥3.36 billion in net profits for 1H 2011, up 39.8% and 48.7% year on year respectively thanks to strong sales despite increased prices.
China Coal Energy Co (HKG: 1898), a leading coal producer and distributor, sold 12.29 million tons of coal in July and 77.3 million tons in the first seven months, up 31% and 12% year on year respectively.
Shanghai Pudong Development Bank Co (SHA: 600000) posted ¥31.87 billion in revenues and ¥12.88 billion in net profits for 1H 2011, up 40.1% and 41.8% respectively from the same period a year ago. Its capital adequacy ratio declined 0.52 percentage points from six months earlier to 11.5% as of June 30, 2011.
Pingdingshan Tianan Coal Mining Co (SHA: 601666) posted ¥11.97 billion in revenues and ¥1.14 billion in net profits for 1H 2o11, up 0.8% and down 10.4% respectively from a year earlier. Decreased sales volume and government-imposed price caps were blamed for the decline in net profit.
Sany Heavy Industry Co (SHA: 600031) posted ¥30.36 billion in revenues and ¥5.94 billion in net profits for 1H 2011, up 79.2% and 106.6% year on year respectivel thanks to strong demand for its products fuelled by public housing projects and fizzling fixed-asset investment.
Anhui Conch Cement Co (SHA: 600585, HKG: 0914), China's biggest cement producer, posted ¥22.12 billion in revenues and ¥5.99 billion in net profits for 1H 2011, up 61.7% and 233.6% respectively. Its overall gross margin surged 17.38 percentage points to 42.79%.
mardi 16 août 2011
dimanche 14 août 2011
La guerre des brevets
Apple a déposé devant plusieurs tribunaux dans différents pays des plaintes contre Samsung, Motorola et HTC. Le groupe californien accuse ces trois constructeurs majeurs, qui utilisent le logiciel Android de Google, de violation des droits de propriété intellectuelle et de copie du design et de l'interface de ses appareils.
Un tribunal de Düsseldorf, en Allemagne, a décidé mercredi d'interdire provisoirement la vente de la tablette Galaxy de Samsung dans l'Union européenne - hors Pays-Bas - à la suite d'une procédure initiée par le créateur de l'iPad.
Brian Marshall, analyste au cabinet Gleacher & Co, estime que si Apple montre avec un certain succès ses muscles dans la guerre des brevets, la véritable bataille du groupe à la pomme concerne Android.
"Apple ne se soucie pas tellement des fabricants d'électronique", ajoute-il.
De fait, avec près de 550.000 appareils Android activés par jour, le système d'exploitation de Google est en train d'assiéger l'iPhone d'Apple sur le marché des smartphones.
Cet élan pourrait toutefois être freiné en justice par la multiplication des procès intentés par Apple.
Toute injonction remportée par Apple, si elle est appliquée, pourrait signifier qu'Android peut être forcé de retirer la fonctionnalité incriminée de son logiciel, explique Ron Laurie, consultant dans le domaine des brevets au cabinet Inflexion Point Strategy.
"Cela le rendrait (Android) moins attractif et les gens iraient voir ailleurs", ajoute-il.
Eric Schmidt, le président de Google, a fustigé récemment ses concurrents qui, selon lui, répondent au succès d'Android en saisissant les tribunaux au lieu d'innover.
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