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China Digital TV Holding Co., Ltd. Message Board

ksn_44 85 posts  |  Last Activity: 17 hours ago Member since: Jun 28, 1998
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  • Someone with lots of money obviously. There is no upper limit here with approval, and you know that!!

  • Reply to

    online lottery sales still banned in CHINA

    by yknjukk Jul 17, 2015 3:41 PM

    Looks like we have some sort of tacit approval. No news, of course, but somebody knows something. Volume SPIKING!

  • Reply to

    online lottery sales still banned in CHINA

    by yknjukk Jul 17, 2015 3:41 PM
    ksn_44 ksn_44 Jul 29, 2015 11:41 AM Flag

    I mean it is common sense, what would Tsinghua get involved if they did not know something. Right?

  • ksn_44 ksn_44 Jul 24, 2015 2:27 PM Flag

    You're kidding right? There have been more advances in disease treatment in the past 20 years than in the previous history of mankind, and it is only going to exponentially accelerate. Look at the 9 year chart, it was flat when the Dow lost 60%.

    ANY DIPS NEED TO BE BOUGHT, AND BOUGHT H A R D!!! Load up on CALLS, buy the stock, whatever you can get your hands on. If it gets below 350, put up the mortgage!

  • First article: home owners are breaking sales contracts all over the first-tier because they realize they set home prices too low. Shenzhen remains the hottest of hot markets.

    In comparison, the first-tier cities housing prices rally faster. Shenzhen Urban Planning and Land Resources Committee data show that in June Shenzhen primary residential average price reached 30,713 yuan / square meter, the first time exceeded 30,000 yuan, an increase of 31% yoy. Sharp rise in prices and increasingly complex trading program does not suppress the enthusiasm of buyers. Data show that a single month the total turnover of the existing residential units in June 23,224, rose 261 percent year on year, second only to the historic peak of November 2009.

    All first tier cities have relatively low inventory and Chinese investors are momentum investors in everything, including real estate. Once prices take off, it's off to the races.
    Inventories relatively small, short destocking cycle is led by first-tier cities where power.

    "Even in the generally cool the property market, falling house prices, when house prices north of Guangzhou-Shenzhen-tier cities also remained 'unshakeable' state, at most, is not up, really very little price. Once the property market to pick up, first-tier cities The reaction is often most intense. "The official said.

    Industry stakeholders noted that housing prices in Shanghai has entered a normalization of the rising channel, north of Guangzhou-Shenzhen future rates will continue rising trend.

    "Investors have a herd mentality." The official said, "Unless the government to adjust policy, the current property market will continue to pick up and this momentum will continue."

  • New record. And we care far less about transactions vs pricing.


    NEW home prices in Shanghai rose to a record again amid extremely robust sales of luxury houses although overall transactions fell notably from a week earlier, according to latest market data.

    The area of new homes sold, excluding government-subsidized affordable housing, plunged 40.2 percent last week to 312,500 square meters, Shanghai Deovolente Realty Co said in a report yesterday. Meanwhile, the average cost of the new homes rose 8.1 percent week on week to 36,310 yuan (US$5,848) per square meter, the highest weekly price the city has seen.

    “A surprisingly excellent performance recorded in the luxury residential sector during the past seven-day period helped break the previous record which was set just a few weeks ago,” said Lu Qilin, a researcher at Deovolente.

    “Moreover, the area of new homes sold exceeded 500,000 square meters in the first 12 days of this month, meaning it’s almost sure the whole month’s total volume will reach 1 million square meters, which is very rare for July, a traditionally sluggish season for property sales.”

    Eight of the city’s 10 best-selling projects cost 35,000 yuan per square meter and above. A development in Beicai in the Pudong New Area became the most sought-after project last week when 222 apartments were sold at an average 38,275 yuan per square meter, according to Deovolente data.

    Meanwhile, sales outnumbered supply for the third consecutive week.

  • Reply to

    2 more stocks joined the going private

    by alex_iff Jul 9, 2015 9:25 PM
    ksn_44 ksn_44 Jul 10, 2015 11:21 PM Flag

    I understand your point about the massive undervaluation of multiple US listed Chinese stocks. The question is, how do you stop it and how do you turn it around? Yes, massive up day in the US here and in Shanghai last night. And we get nothing. Frustrated isn't even close to describing how I feel.

  • Reply to

    2 more stocks joined the going private

    by alex_iff Jul 9, 2015 9:25 PM
    ksn_44 ksn_44 Jul 10, 2015 11:24 AM Flag

    I think it is more like 24 now. Over 30B. Only one it seems has had a shareholder express dismay (DATE). They did succeed in getting the stock bumped 30% but they wanted alot more.

    Most if not all had a bit of a run up. EJ is one of maybe 3 or 4 that had no runup and then only a 15% pop or so....which has since evaporated. Sad situation. You almost want to see Shanghai implode so the deals are nixed.

  • Options returns are up 50% some even doubling and tripling at the open.

  • And the share price is plumbing 52 week lows???


    SALES in Shanghai’s high-end residential market soared in the first six months of this year and the strong momentum may continue through the second half as favorable policies take effect, industry analysts said.

    Between January and June, 820,000 square meters of new homes priced 50,000 yuan (US$8,056) per square meter and above were sold across the city, a surge of 155 percent from the same period a year earlier, a latest research released yesterday by Shanghai Deovolente Realty Co showed.

    The total area sold translated to 4,429 homes transacted in the first half, with sales of 1,398 units in June alone — both a record in Shanghai.

    Carlby Xie, director of research at Colliers International China, attributed the outstanding performance to “stimulus measures including loosening mortgage policies as well as interest rate cuts.”

    Meanwhile, Colliers predicted the average price of new homes may rise 20 percent in the second half of this year from the first half.

    New homes were sold for an average 31,615 yuan per square meter in Shanghai during the first six months of this year, an increase of 10.7 percent from the second half of last year and a gain of 19 percent from the same period a year ago, according to Colliers’ data.

    Jenny Wu, director of residential sales for east China operations at DTZ, said: “The residential market will likely experience stable growth in the second half of this year with housing prices seeing reasonable gains.”

  • Reply to

    at least today my SFUN pick

    by alex_iff Jul 8, 2015 12:35 PM
    ksn_44 ksn_44 Jul 8, 2015 3:33 PM Flag

    YY getting a nice bounce as well. SFUN LEJU EJ all hanging on. But they have been so unfairly punished.

    Did you notice the upgrades on LEJU recently? Quite notable. Even EJ has an earnings upgrade. Both LEJU and EJ have higher EPS estimates than SFUN yet have lower PE's. Go figure. Again.

  • Reply to

    unfortunately tomorrow

    by alex_iff Jul 8, 2015 1:11 AM
    ksn_44 ksn_44 Jul 8, 2015 3:31 PM Flag

    alex, i have quite a list as well. i just bought some CALLS on BIDU WBAI and SFUN. They are all fairly liquid as far as options go. Some of the other beaten down Chinese just have options with spreads way too wide. What else you looking at?

  • Reply to

    unfortunately tomorrow

    by alex_iff Jul 8, 2015 1:11 AM
    ksn_44 ksn_44 Jul 8, 2015 8:43 AM Flag

    The irony is that US listed Chinese are not in the least overvalued. Shanghai was way overvalued, but unlike on the upside where we did not participate, we are participating on the downside. Just ain't right.

  • Boom time. This is EJ's number one market. Does anyone think this matters???


    Judging from the first half, the first half of 2015 achieved a total turnover of 1369 Beijing villa units, closing an area of ​​416,000 square meters, compared to the same period last year were up 55% and 49%.

    ...With the high ground effects appear, and the villa market supply dwindling, selling price increases and other projects, the overall average price level of future Beijing villa market will continue to rise.

  • This signals a solid beat for the company, ie., unless Zhou plays with the expenses and dumps them all into Q2. Don't put it past him.


    New-home sales in Shanghai jumped 34.8 percent year on year to 5.47 million square meters in the first half of 2015, Colliers International said Tuesday.

    Home sales in the first quarter hit 1.96 million square meters and nearly doubled to 3.5 million square meters in the second quarter, data showed.

    Carlby Xie, head of research at Colliers International (Beijing), the U.S. commercial real estate services company, said sales in the second quarter posted a strong rebound following a series of measures to boost the property market.

    On March 30, the minimum down payment and transaction taxes for home purchases were reduced, and from March to June, the central bank cut the lending rates three times.

    The sales boom, particularly high-end housing, pushed the average price up by 19 percent year on year to 31,615 yuan (5,100 U.S. dollars) per square meter, Xie said.

  • ksn_44 by ksn_44 Jul 7, 2015 11:44 PM Flag

    Not sure of the timing here. Will it help or hurt? Who has a clue anyhow??

    Chinese wealth management firm Jupai Holdings sets terms for $65 million IPO

    Jupai Holdings, a Chinese provider of wealth management products, announced terms for its IPO on Tuesday.

    The Shanghai, China-based company plans to raise $65 million by offering 5.9 million shares (25% insider) at a price range of $10 to $12. At the midpoint of the proposed range, Jupai Holdings would command a fully diluted market value of $339 million.

    Jupai Holdings, which was founded in 2010 and booked $45 million in revenue for the 12 months ended March 31, 2015, plans to list on the NYSE under the symbol JP. Credit Suisse and China Renaissance are the joint bookrunners on the deal. It is expected to price during the week of July 13, 2015.


    Most if not all of the others had week or month long run-ups, and on top of that had buyout premiums. EJ had no run up whatsoever and a cheap #$%$ buyout premium.

    Baby being thrown out with the bathwater.

    Shanghai as of this writing being "shanghai-ed" again.

  • Reply to

    my 5.72 stop loss

    by alex_iff Jul 7, 2015 10:51 AM
    ksn_44 ksn_44 Jul 7, 2015 1:50 PM Flag

    Yes, alex, and the real estate cycle has bottomed. EJ IS GOING TO HAVE A SOLID BEAT WHEN THEY ANNOUNCE IN AUGUST. But that is not the issue here. All Chinese stocks are being pounded. This is not just EJ. There is something far more sinister here than meets the eye. This is above all of our heads. That said, any purchase in the 5's SHOULD, I say SHOULD, make you a nice return. Even the 6's will make you some nice money.

    I say they come out with solid numbers in August, the stock marches to double digits without a buyout offer.

  • This is madness. Utter madness. Who on earth would have predicted all the Chinese companies with buyout offers are now trading at least 30% or more below the bids. Something is very, very wrong.....and I have not a clue.

  • The biggest casualties of China’s stock market selloff may be companies that aren't even listed there.

    As the market soared in China, nearly 20 Chinese companies whose shares trade in New York got bids to go private in management buyouts. The goal for companies like security-software maker Qihoo 360 Technology Co. was to list their shares back in China at far higher valuations, bankers say.

    The 20% decline in the large-cap Shanghai market and the bigger tumble that hit the small-cap Shenzhen market raised some concerns about whether the deals would occur. Shares of some of these companies fell in tandem with Chinese markets.

    The companies took another hit Monday after Chinese regulators said over the weekend that China would suspend IPOs to help boost the market. Qihoo 360, which received a $9 billion buyout offer last month from a group that includes its chairman and chief executive, fell 6% Monday in New York and now trades 18% below the offer price.
    The suspension of IPOs without a clear explanation or expected duration could rattle investors, said Rocky Lee, Asia managing partner at Cadwalader, Wickersham & Taft LLP, who has worked on such deals. “Investors need exits; not just a high valuation,” he said

    This year, Chinese management teams and financial backers have so far offered to take private 19 U.S.-listed Chinese firms in deals worth more than $27 billion, according to Dealogic. That compares with just one such deal worth $660 million last year. Many of those companies have been planning later to go public again in China, bankers say, as the home market has looked increasingly attractive because of its booming stock market and easing listing rules.

    Many U.S.-listed Chinese stocks rose in anticipation of buyout offers and jumped again when the offers were made. That changed in recent weeks. When the chairman of China Nepstar Chain Drugstore Ltd. made a buyout offer Monday, the company’s stock fell 6.4% to trade at a 21% discount to the offer.

3.59+0.14(+4.06%)Jul 31 4:02 PMEDT