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TMFMmbop (34.42)

Back to China! *Clap*Clap*Clap Clap Clap*

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May 28, 2010 – Comments (10)

Fools,

I'm very happy to announce that the Global Gains team will be returning to China for our annually research trip in July. As always we'll be reporting back on our meetings in real-time on this blog, via Twitter, and in email dispatches for anyone who signs up. More information to come on all of those resources, but in the meantime, I'd appreciate suggestions about companies we should visit during the trip. We obviously have our own short list, but I want to make sure we're not missing anything. Post suggestions -- and a brief description or reason why we should visit -- in the comments below.

And enjoy the long weekend!

10 Comments – Post Your Own

#1) On May 28, 2010 at 4:11 PM, chk999 (99.97) wrote:

Must. Not. Post. Joke. About. Clap. In. China.

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#2) On May 28, 2010 at 6:51 PM, blesto (31.63) wrote:

Heh,heh..snicker...!  chk999  I hope they're careful of what they research.

Anyways, TMFMmbop,

Besides YUM

What other US brands are expanding into China's stomach?

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#3) On May 28, 2010 at 6:56 PM, TMFUltraLong (99.95) wrote:

Why not make a stop by China North East Petroleum's headquarters and see if you can beat an annual report out of those executives =)

Remember to ask for their CFO, Hee Fu Yoo, he has all their up to date figures

UltraLong

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#4) On May 29, 2010 at 11:29 AM, Teacherman1 (56.09) wrote:

If CTFO, COGO, and Kong are not on your list, please consider adding them. Thanks.

Hope you have good trip.

Come back healthy, happy and with some information to help us all make some wise choices. 

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#5) On May 30, 2010 at 9:51 AM, swoolverton (< 20) wrote:

HonHai/FoxConn in, ShenZhen. HH $HNHPF is a very clever company: their monstrous growth is most likely over but they should be able to squeeze their mature supply chain system for incredible efficiency.

The employee suicide rate at FoxConn/LongHua is no higher (per capita) than among people the same age at any large American University. 

 

 

[If you need help while in ShenZhen or DongGuan call me.]

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#6) On May 31, 2010 at 11:13 PM, JavaSanson (< 20) wrote:

Tim, since you're going back to China, I wanted to know if and when you guys are planning another trip to India (no, I'm not from India, so I'm not biased in that way.)  The reason I ask is because all eyes are on China, so not much of a secret there.  Everybody and their cousin analyzes China, but India, not so much.

 I think it's also a timely question, because Ballmer from Microsoft recently visited India to promote his cloud computing services there, and he predicted it would create around 300,000 jobs in India by 2015.

http://news.yahoo.com/s/afp/20100527/wl_sthasia_afp/indiausitcompanytechnologymicrosoftapple

It might be worth looking into tech companies in India that can benefit from Microsoft's move. 

Tim, what are your thoughts?  Thanks.

 

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#7) On May 31, 2010 at 11:26 PM, JavaSanson (< 20) wrote:

One more thing regarding China.  Do you think that newer generations of Chinese workers might not be as willing to leave their skin at work just like their predecessors did?  Here is a link that talks about workers striking against labor conditions.

http://news.yahoo.com/s/ap/20100601/ap_on_bi_ge/as_china_labor_woes

If the new Chinese workforce demands better treatment (which is perfectly fine by me.  We need to be humane) won't it affect the profit margins of the Chinese businesses?  This in turn affects their stock growth, slowing it down, so the Chinese story becomes less attractive.

Tim, I'm not trying to be a party pooper regarding your trip to China, but I want to hear your opinion on the significance, if any, of this event on the future of the Chinese economy and their stocks.

 

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#8) On June 04, 2010 at 10:10 PM, longtermgrowth09 (55.37) wrote:

Remember visit FUQI so you can learn from chinese scams to avoid future ones.

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#9) On June 04, 2010 at 10:25 PM, limlim88 (< 20) wrote:

Dear friends, welcome to our website I read,
We will show you the products as much as possible, and affordable!
Also waiting for? Hastened to it!!!
Our website is fashionsports.org

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#10) On June 08, 2010 at 1:21 PM, BeyerofStocks (37.38) wrote:

85c - based in Taiwan but expanding.

http://www.npr.org/templates/story/story.php?storyId=127474607

Maybe find one on the mainland? 

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