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SINA

251 Posts
Pagina: «« 1 ... 3 4 5 6 7 ... 13 »» | Laatste | Omlaag ↓
  1. [verwijderd] 4 september 2007 21:41
    quote:

    The Artist schreef:

    finance.yahoo.com/q/bc?s=SINA&t=1y&l=...

    we staan inderdaad weer waar we vertrokken waren, maar het positieve is dat we de correctie al achter de rug hebben.
    Beste Artist, ik volg al een lange tijd jouw posts en ik kan niet anders zeggen dan dat je, ondanks de vaak zenuwslopende volatiliteit van de beurzen, steeds rustig je eigen inzichten blijft ventileren!! Soms een beetje arrogant maar al heel lang met geweldige resultaten. Helaas heb ik jouw adviezen niet altijd opgevolgd anders had ik nog betere resultaten geboekt! Zit zelf erg dik in de ICW's. Begonnen met aankopen op 5,61€ en inmiddels op 13,70€. Stom genoeg tussentijds uit- en weer ingestapt, ipv rustig te blijven zitten.
    Bedankt en ga zo door.
    Groet
    Peter
  2. [verwijderd] 5 september 2007 10:48
    quote:

    Pejoba schreef:

    [quote=The Artist]
    finance.yahoo.com/q/bc?s=SINA&t=1y&l=...

    we staan inderdaad weer waar we vertrokken waren, maar het positieve is dat we de correctie al achter de rug hebben.
    [/quote]

    Beste Artist, ik volg al een lange tijd jouw posts en ik kan niet anders zeggen dan dat je, ondanks de vaak zenuwslopende volatiliteit van de beurzen, steeds rustig je eigen inzichten blijft ventileren!! Soms een beetje arrogant maar al heel lang met geweldige resultaten. Helaas heb ik jouw adviezen niet altijd opgevolgd anders had ik nog betere resultaten geboekt! Zit zelf erg dik in de ICW's. Begonnen met aankopen op 5,61€ en inmiddels op 13,70€. Stom genoeg tussentijds uit- en weer ingestapt, ipv rustig te blijven zitten.
    Bedankt en ga zo door.
    Groet
    Peter
    Pejoba, je weet dat ik van zulkse complimenten geniet, ben al aan het genieten sinds 07.00 deze morgen toen ik het voor het eerst las.

    het rustig blijven zitten gebeurt "bijna" automatisch wanneer je ergens 100% in geloofd.

    Aan de andere kant is het de ervaring van vroeger al eens iets te vroeg verkocht te hebben.

    Omdat het China-verhaal juist begonnen is, heb ik voor mezelf besloten dat blijven zitten de beste strategie is.
    Natuurlijk moeten we de eerste echte correctie nog krijgen in China, afwachten dus of ik zo blijf piepen.
  3. [verwijderd] 10 september 2007 15:33
    **********************
    Bo Shao, a longtime entrepreneur, said that Sina.com has become mainstream media in China in a way that no sites in the United States have been able to do, even Yahoo.
    **********************

    tinyurl.com/yt9usd

    Wowed by China's Net

    Technology is central to China's self-image, and the Net is amazing, writes Fortune's David Kirkpatrick. Just don't eat the sushi.

    By David Kirkpatrick, Fortune senior editor
    September 8 2007: 8:29 AM EDT

    DALIAN, CHINA (Fortune Magazine) -- Every trip to China is a revelation. From the moment I got off the jet from Beijing at Dalian Airport to attend the new World Economic Forum summer meeting, I was wowed.

    Last night I went to a Japanese restaurant in my hotel and ordered sushi. "Are you with Davos?" asked the waitress in halting English. "Yes," I replied.

    "Then no sushi," she firmly but pleasantly dictated. To reduce the chances of upset to visiting stomachs and potential ensuing bad publicity, authorities had ordered the restaurant not to let Forum visitors - but only them - eat raw fish.

    The places, the people, the control - and for a tech writer like me, the Internet - all are more than I expected, though this is by no means my first visit. Did you know, for example, that the music business on mobile phones has considerably surpassed the entire offline music industry in size here?

    How Bill Gates conquered China
    I've now attended (and moderated) several Forum sessions devoted to technology and the Internet, which is a subject of tremendous importance to all the Chinese here. That's not because they are, as some Americans might assume, concerned about its censorship. Far from it.

    The widespread view is rather that the Net's very existence has opened up information availability to Chinese people like nothing before.

    Martin Lau, president of Tencent Technologies, one of the world's largest consumer Internet media companies, was among several who said that Chinese people depend considerably more on the Net than do typical Westerners.

    When it came along, he and others told me, it was not a way to do more efficiently what people were already doing, as in the West. Rather it was a way to do completely new things.

    Bo Shao, a longtime entrepreneur, said that Sina.com (down $1.34 to $42.89, Charts) has become mainstream media in China in a way that no sites in the United States have been able to do, even Yahoo (down $0.39 to $23.76, Charts, Fortune 500).

    A top U.S. tech executive living in China says the first thing China's top leaders do every morning is read the most popular 10 blog posts of the day before. (Blogging is huge here.)

    Their understanding of the Internet and its power is acute and subtle, this executive said. After all, just about every one of them has a Ph.D in engineering. They are technocrats, oriented towards problem-solving, and they see the Net, many say, as a way to continually gauge the sentiments of the people.

    The Fortune Global 500
    The government is apparently making progress on its commitment to use the Net for e-health, e-education, and e-government. It will do all this in its own way, quite foreign to us, and will almost certainly acquire expertise in these fields that will become a national competitive advantage. In the United States, there are no such national commitments.

    The Chinese commitment to the Net is also apparent in the broadband statistics. Government figures show that 162 million people in China have Internet access and 122 million have broadband. That is way more than in the U.S. Even small villages in China now typically have broadband.

    China's Internet companies have a surprisingly cordial, even one might say incestuous, relationship with the government regulators. The two groups are constantly in conversation.

    On an earlier trip to China I was told that it's not uncommon for Net and telecom regulators to organize outdoor hikes and overnight retreats with top Internet executives. As someone here said, the Net companies are "hitting the ping-pong ball close to the edge of the table," so they cannot risk being unaware of where the edge actually is.

    Internet ad spending in China remains minuscule - only $640 million in 2007, estimates J.P. Morgan. However, Scott Spirit, who directs strategy in China for WPP (Charts), the nation's largest advertising agency, calculates that Net ads will grow 58 percent in the coming year.

    A Khartoum boom, thanks to China
    A huge problem with technology growth and innovation here will remain the widespread lack of respect for intellectual property.

    Signs of that problem are everywhere - all I have to do is lift up my head from the hotel bed on which I am writing this. On the wall is an original local painting, but it blatantly rips off the forms in Matisse's late cutouts. Down the street are billboards for Discoveryland, a Chinese theme park that uses almost the identical typeface as Disneyland over an image of sparkling pixie dust surrounding a tall castle tower.

    The same habits afflict makers of hardware, software and Internet products. Executives at MySpace have told me, for example, that not only are there quite a few sites in China that baldly copy the design of MySpace, but more than one of them is actually called MySpace.

    If, as is increasingly the opinion of experts worldwide, the future of the Net is on the mobile phone, China remains a fascinating case study.

    I sat at dinner this week with Wang Jianzhou, CEO of China Mobile (Charts), the world's largest cell phone company. It commands 330 million of China's 500 million total cell phone subscribers. Wang told me that China Mobile has 200 million subscribers paying the equivalent of about 50 cents a month for access to music on their phones.

    That amounts to $1.2 billion in annual revenue and, Wang said, it exceeds the size of the entire offline music industry in China, including CD sales and concert ticket sales.

    He also said that the 20 million subscribers who pay to have a daily news bulletin delivered to their China Mobile phones surpass the number of subscribers for any single Chinese newspaper.

    While I remain confident the United States will continue to command the heights of software and Internet innovation, in China, the future is now.
  6. [verwijderd] 17 september 2007 22:20
    SINA Aims Higher
    By Rick Aristotle Munarriz September 17, 2007

    These are busy times for Stock Advisor recommendation SINA. The Chinese media giant is teaming up with China's Qunar to launch a travel-based blogging site, just as it gears up to arm its most active bloggers with ad revenue-sharing deals.

    SINA is already a cyberspace star, drawing 100 million unique monthly users. Hooking up with travel search leader Qunar to see if Web 2.0 can fly in a travel-themed wrapper is a win-win deal. If it's as sticky as stateside Web 2.0 sites like Expedia's Trip Advisor or Yahoo!'s recently remodeled Trip Planner, keeping citizens of the thriving Chinese economy close as they travel is huge. Next year's Olympic Games in Beijing are going to bring even more exposure to the world's most populous nation.

    SINA is also taking a page from Google's playbook, arming its most popular bloggers with a piece of the action. Just as Google opened up its AdSense program to blog publishers at Blogger.com a couple of years ago, SINA is striking ad revenue deals with its user base.

    Marketwatch's Paul Waide writes that bloggers accepted into SINA's program next month will generate roughly $2.66 per 10,000 page views. That differs from the AdSense program, which typically pays per generated lead, even though it does offer some impression-based ads. The sum may seem like a pittance relative to what top AdSense bloggers are generating domestically, but it's still generous considering China's lower levels of disposable income and the eventual upside.

    The argument is that this may eat into Baidu.com's superiority as the paid search leader in China. That's ridiculous. Baidu has had a similar program for years; it's called Baidu Union, and it offers third-party publishers a chunk of the ad revenue in exchange for rebroadcasting its paid search ads.

    Commanding nearly two-thirds of the search engine queries in China, Baidu's Rolodex of interactive marketing clients seeking out local leads is now 128,000 advertisers thick. That kind of spirited competition for attention is what typically drives prices higher, making Baidu the top choice of webmasters with dreams of automated monetization.

    This isn't all that different from what we're seeing domestically. Yahoo! may have launched the first paid search network, but Google democratized the process with the 2003 introduction of AdSense. Yahoo! has been trying to eat into Google's superiority with its Yahoo! Publisher Network, but it's been an uphill battle to win over publishers that are satisfied with Google's high-paying product.

    So it's OK to cheer for SINA here. Revenue sharing is good. Web 2.0 travel is great. But if you're Baidu, this isn't much of a nail-biting moment.
  8. [verwijderd] 8 oktober 2007 15:51
    Sina Profit Search Boosted by Google

    By Vishesh Kumar
    TheStreet.com Senior Writer
    10/5/2007 12:05 PM EDT



    Who's the real winner in the brawl between Google and Baidu.com?

    It might be Sina.

    On Thursday, Google trumpeted recent gains it has made in the Chinese search market. Google's market share grew 4% to about 23% during the second quarter, according to research firm Analysys International. Baidu's market share rose only 1% to 58% over the same period.

    "We are closing the gap with them (Baidu)," Rebecca Kuei, Google's head of sales and business development for Taiwan and Hong Kong, told Reuters.

    But it's Sina -- which announced a partnership to host Google's search in June -- that may be the best bet for investors looking to take advantage of the intensifying rivalry between Google and Baidu.

    Despite Google's bragging, Baidu's advantage remains impressive -- and that could likely lead to Google showering even more cash onto the already well-positioned Sina.

    volledig verhaal
    tinyurl.com/24zo98
  9. [verwijderd] 9 oktober 2007 16:39
    howardlindzon.com/?p=2753

    A New China Add…SINA

    Just added some SINA to my hedge fund. Don’t ask me what they do…I have asked Wallstrip to help me with the fundamentals . Just assume the numbers are fudged and that getting their financials measure in Yuans is like having financials with blank paper.

    That said, I want more exposure to this bubble and this stock has been around a while. If it breaks to all-time highs above $50…she could GO as momo’s climb aboard.

    Understand that I am practicing what I have been preaching with this one. In a bull market, you make a few more bets. Nothing to apologize for or be nervous about. I am using less shares and giving this one a bigger range to trade. It’s a perfect set-up for this market and you take the trade.

    Disclosure - Long SINA

  15. [verwijderd] 16 oktober 2007 23:05
    quote:

    Amor Arrows schreef:

    [quote=The Artist]
    Velen zoeken nog koopwaardige Chinese aandelen.

    SINA is nog steeds koopwaardig, doet het goed, en toch wordt het niet gevolgd op IEX., groetjes, [/quote]

    Howdy, Ik volg hem heus wel, want ik heb hem in bezit
    uw leugens kennen we, de aankoop heb je nooit gepost.
  16. Cézan 16 oktober 2007 23:42
    quote:

    Amor Arrows schreef:

    [quote=The Artist]
    Velen zoeken nog koopwaardige Chinese aandelen.

    SINA is nog steeds koopwaardig, doet het goed, en toch wordt het niet gevolgd op IEX., groetjes, [/quote]

    Howdy, Ik volg hem heus wel, want ik heb hem in bezit
    Beware..Big Brother is watching ya...
    Czn.

  17. [verwijderd] 16 oktober 2007 23:52
    quote:

    The Artist schreef:

    [quote=Amor Arrows]
    [quote=The Artist]
    Velen zoeken nog koopwaardige Chinese aandelen.

    SINA is nog steeds koopwaardig, doet het goed, en toch wordt het niet gevolgd op IEX., groetjes, [/quote]

    Howdy, Ik volg hem heus wel, want ik heb hem in bezit
    [/quote]

    uw leugens kennen we, de aankoop heb je nooit gepost.
    Howdy, Sorry, Ik dacht je even te steunen in je acties voor Chinese aandelen.
    Als het niet geappreciëerd wordt, ook goed met mij.

    Je denkt toch echt niet, dat ik elke trade, aankoop of verkoop, hier bekend maak.
    Welk doel zou ik hebben om hier te liegen.

    Of jij me wel of niet gelooft, laat me koud.

    Voorlopig dan maar weer geen Artist-vriendelijke postings van mijn kant.

    Aju

    >--:-)-->
251 Posts
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