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4 Interestratefixedmortgage 1search45 Interestratefixedmortgage 39search264 Tag 2010-12-11T17:54:00.001-08:002010-12-11T17:55:34.172-08:00中共中央关于制定国民经济和社会发展第十二个五年规划的建议中共中央关于制定国民经济和社会发展第十二个五年规划的建议 (2010年10月18日中国共产党第十七届中央委员会第五次全体会议通过) “十二五”时期(二0一一年至二0一五年)，是全面建设小康社会的关键时期，是深化改革开放、加快转变经济发展方式的攻坚时期。深刻认识并准确把握国内外形势新变化新特点，科学制定“十二五”规划，对于继续抓住和用好我国发展的重要战略机遇期、促进经济长期平稳较快发展，对于夺取全面建设小康社会新胜利、推进中国特色社会主义伟大事业，具有十分重要的意义。 一、加快转变经济发展方式，开创科学发展新局面 (1)“十一五”时期经济社会发展取得巨大成就。“十一五”时期是我国发展史上极不平凡的五年。面对国内外环境的复杂变化和重大风险挑战，我们党团结带领全国各族人民，紧紧抓住发展这个党执政兴国的第一要务，贯彻落实党的理论和路线方针政策，实施正确而有力的宏观调控，Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-71980791872462754632010-10-15T23:27:00.001-07:002010-10-15T23:27:45.051-07:002010.10.16 picks2883 中海油田 Up trend since 3 mtg. Seems sustainable. Profit increased 18% after deduction of special m&a income. Acquired AWILCO provide new 2000 feet depth exploring ability brings int'l customer potential business.Published with Blogger-droid v1.6.3Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-50220520682664204442009-09-18T20:36:00.000-07:002009-09-18T20:53:35.433-07:00China Elec. Sector - mild up.#Elec Chi Aug09 Elec. Consume YOY+8.2%, MOM+1.2%. Fcst Mkt good : Fcst.GDP+10%. Cost stable: Coal price stable. Buy when consolidate.China's Aug 2009 electricity consumption YOY +8.2% MOM +1.2%. Market Demand Positive: Forecast China GDP YOY+10%.Cost Positive : Coal price stable. Related StocksChina Power (2380) PE Low. Turn loss to profit. Most upside.Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-89455178485053137342009-05-27T20:44:00.000-07:002009-05-27T22:53:25.745-07:00Investment Mega Forces and Long Term InvestmentMega ForcesYesterday Heng Sang Index went up by 5.26% in reaction of the news of improving US consumer sentiment and the market reaction on the month end closing of the future market. That’s just a lagging indicator and a metric to gage the market condition. The reasons behind such explosive growth are:Inflow of funding into the Asia sector with China as a focal point. Hong Kong being part of Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-65735737891251678822009-05-24T17:57:00.001-07:002009-05-24T17:59:02.822-07:00Oil price reach USD62 level.Oil Price increased to USD62/barrel level.Why:1. US Oil Inventory decreased by 2.1m barrels, which is more than expectation2. Political turmoil in Niagara. Impact:Beneficial to profitability for Upstream Oil Producers:- Petro China (00857.hk)- CNOOC (00833.hk) Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-22465985799602002362009-05-24T17:46:00.001-07:002009-05-24T17:50:04.078-07:00China Mobile 00941.hk - Behind Market GrowthChina Mobile stock price droped 6% Year-To-Date. Other 2 major mobile operators has increased growth 2% and 19%. Hang Seng Index and MSCI China increased 20%. Potential to catch up with the market.Current Price: HKD73.3.Target Price: HKD 85.5Potential Growth: 17%Risk: There is a market rumor that China is going to have a national policy to let go of the Roaming Fee and the Basic Monthly Fee. ThsiAdminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-20555154713655091912007-10-01T00:23:00.000-07:002009-05-24T00:26:20.368-07:00Disclaimer.I am an individual investor in Hong Kong focusing on investing on China's stocks through the Hong Kong's stock market. This blog is really a notebook for my own reading on news and stories for the purpose of investment.At this stage, I am almost 100% invest in stocks, property and funds in Hong Kong and China. I use to be a short term investor but more and more I am interest in bigger and longer Adminnoreply@blogger.comtag:blogger.com,1999:blog-5938728428701776084.post-91611211999128126282009-02-09T17:27:00.000-08:002009-05-23T23:45:40.493-07:00China's Finance Department suggsets depreciation RMB to simulate China's economyA report "National macro economic and finance policy analysis"《我國宏觀經濟與財政政策分析》 from a research department from China's Finance Department suggset:1. Investment in 2009 cannot be optistimistic. 2. High inventory level in property market suggest a nationwise price reduction in house price.3. Retail consumption will increase in a very conservative rate.4. Export will degrade further.5. There is a Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-82042259650171584872009-05-23T21:41:00.001-07:002009-05-23T22:05:11.442-07:00HSBC Lower Interest Rate and Another Financial Bubble?The big trending signal last week is the reduction of the saving interest rate from 0.1% to 0.01% by HSBC. This is an attempt by one of the most influential banks in Hong Kong to reduce interest rate from a level of very near to zero interest rate. Just a matter of joke I think they are trying to do collect empirical experimental data for testing the interest rate and the financial market Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-48798672853519194372009-05-09T20:28:00.001-07:002009-05-15T07:55:22.448-07:00What's Stock MarketI have recently started MicroBlogging with Twitter. The less space makes one focus on the main point and value, which is good. This is what I have written recently and I think it basically summarize my view point of what's stock market in the most raw and basic level: "Stock Market = A group of people predicting the future so to make money. Many sucks others money without knowing it. Some do it Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-48024374157901627712009-04-25T08:01:00.000-07:002009-04-25T08:03:10.261-07:00China's gold reserve increases!China has increased it's gold reserve from 600 tonnes in 2003 to 1,054 tonnes today. Hu Xiaolian, head of the secretive State Administration of Foreign Exchange, which manages the country’s $1,954bn in foreign exchange reserves, reveals the fact on last Friday.There are two implications:1. It underlines the importance of Gold amongst other national. This may drive other countries to increase Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-85915496155418043112009-02-23T16:20:00.000-08:002009-02-23T16:22:24.701-08:00The Crisis of Credit Visualized - Part 1 & 2Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-22003123143595757752009-01-16T16:35:00.000-08:002009-01-16T16:52:29.633-08:00HSBC's value at HK$49/shareGoldman Sachs adjust their valuation of HSBC to be at HKD49/share. Reasons: US real estate market will drop to 40% instead of 30% as previously forecast. HSBC's mortgage business will face a lot of risk not only from the expected reducing business potential but risk from default and foreclosure.For investing in stocks in Hong Kong, I did not expect much growth from the Hong Kong banking sectors Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-38112357822548697742008-12-27T18:50:00.000-08:002008-12-27T18:57:08.162-08:00China's economic stimulus drive infrastructure industryChina's 4 trillion RMB economic stimulus program has resulted in numerous policy announcement to drive strategic focus such as infrastructure development, domestic consumption and selected manufacturing sectors.These policies are likely to see their impacting showing next year. One of the most certain sectors of beneficiary is the infrastructure development sector. Supplies of raw material and Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-88887957070439840092008-12-27T18:41:00.000-08:002008-12-27T18:47:44.057-08:00China's enterprises profit growth slow down to 4.9% from 36.7%China's census announced that the overall corporate earning annual growth from Jan to Nov 08 is 4.9% growth on Year-On-Year basis. It is substantially lower than 36.7% from last year and 14.5% of even Jan 08 to Aug 08 period.Main reason is believe to be the rapidly decreasing market demand since the steepening of financial crisis starting Sep 08. Chemical processing, Electric Power Plants and Adminnoreply@blogger.com0tag:blogger.com,1999:blog-5938728428701776084.post-21267214935496147152008-12-27T18:31:00.001-08:002008-12-27T18:39:56.088-08:00RMB for trade settlement for Hong Kong and Peral River Delta's selected cities and companies.China announced that companies in delta near Shanghai and Guang Chou are allowed to use RMB as the trade settlement currencies with Hong Kong and Macau.This is mutually beneficial to Hong Kong and China. RMB can leverage this program to gradually transform and adopt as an open and international currency. Hong Kong can gain service revenue by providing the currency exchange service and to expand Adminnoreply@blogger.com