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Higher Credit Costs And Lower Earnings Will Test Asia-Pacific Banks In 2012
March 13, 2012
The Asia-Pacific banking industry faces a turning point in 2012 following three years of stable performance, according to Standard & Poor’s. We believe that the high loan growth and moderate credit...
Read More
category
Taiwan
,
Philippines
,
Australia
, and 17 more.
from
Research Recap
Japan to purchase 65 billion yuan in China government debt
March 13, 2012
Part of the general move of the current govt to exit deflation via weakening the yen, as previously discussed. Look for Japan to be increasing total fx reserves, and in multiple currencies. The only...
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category
China
,
Currencies
,
Japan
from
Center of the Universe
Jinko: Credit Suisse Ups Estimates on Project Biz
March 12, 2012
Credit Suisse’s Satya Kumar today reiterates a Neutral rating on JinkoSolar Holding (JKS) and an Underperform rating on shares of Suntech Power Holdings (STP), while raising estimates for Jinko based...
Read More
category
energy
,
Global
,
solar
, and 1 more.
from
Tech Trader Daily
Appreciating China to its Fullest
March 12, 2012
Wine expert and social media guru Gary Vaynerchuk attributes his ability to detect subtleties in wine that others might not recognize because of his unique taste-testing as a teen. Because drinking...
Read More
category
World
,
Latest
,
China
, and 2 more.
from
Wall Street Pit
Consolidation In Chinese Online Video: Two Biggest Players, Youku And Tudou, Are Merging
March 12, 2012
The online video market in China is a fragmented scene led by national businesses where companies like YouTube don't even get a look in; but today sees that market move one step closer to...
Read More
category
TC
,
YouKu
,
online video
, and 2 more.
from
TechCrunch
The World Bank Proposes Tough Medicine for China
March 10, 2012
Contrary to some recent research reports cited in the press I do not think we have seen any substantial rebalancing of the economy towards consumption in 2011. This is largely an argument being made by...
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category
World
,
Latest
,
China
, and 1 more.
from
Wall Street Pit
Europe Has Pneumonia; China Catches A Cold
March 08, 2012
Stock and commodity markets were not happy at the start of this week when it became clear that Europe’s long-anticipated recession is helping to slow the Chinese economy, global commerce’s power plant...
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category
european crisis
,
World
,
Latest
, and 3 more.
from
Wall Street Pit
Survey: What’s the state of cleantech investing?
March 07, 2012
The cleantech sector is tricky when it comes to investments. We're asking you to weigh in with your thoughts about cleantech investing — will you continue to invest in the space and what do you think...
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category
cleantech investing
,
cleantech VC
,
China
, and 3 more.
from
GigaOM
Proview fights for iPad trademark all the way to bankruptcy
March 05, 2012
A Proview creditor is looking to collect the $8.68 million it's owed. This twist comes while Proview is pressing its case in both the U.S. and China that when Apple acquired the iPad trademark in 2006...
Read More
category
proview
,
Apple
,
iPad trademark
, and 5 more.
from
GigaOM
MSFT Ramps Win Phone Availability to Fight Apple, Says Bloomberg
February 27, 2012
Bloomberg’s veteran Microsoft (MSFT) reporter Dina Bass this afternoon relates that Redmond is gearing up to unleash its “Windows Phone” operating system to 23 more countries by the end of this month,...
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category
smartphone
,
Global
,
android
, and 6 more.
from
Tech Trader Daily
Intel: Raymond James Likes Mobile Chip Direction
February 27, 2012
Intel (INTC) today made some announcements regarding mobile phones at the Mobile World Congress taking place in Barcelona, Spain, including a deal with Chinese vendor ZTE to use Intel’s “Atom”...
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category
smartphone
,
Global
,
chips
, and 6 more.
from
Tech Trader Daily
Apple: BMO Ups Target to $590 on Higher iPhone Sales
February 27, 2012
BMO Capital’s Keith Bachman, who has an Outperform rating on shares of Apple (AAPL), this morning raised his price target to $590 from $545, after lifting his estimate for iPhone unit sales this...
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category
wireless
,
smartphone
,
iPhone
, and 3 more.
from
Tech Trader Daily
Solar Falls on Germany Cuts; Will China Make Up the Difference?
February 23, 2012
Shares of solar energy technology providers are broadly lower this afternoon following the announcement that Germany plans to cut but as much as 29% from subsidies that have helped to support buildout...
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category
energy
,
Global
,
solar
, and 2 more.
from
Tech Trader Daily
Apple, Foxconn Respond to Nightline Factory Segment
February 23, 2012
ABC News today posted on its Web site some statements offered by Apple (AAPL), by its manufacturing partner Foxconn Technology Group (2354TW), and by the Fair Labor Association (FLA) regarding the...
Read More
category
manufacturing
,
Global
,
china
from
Tech Trader Daily
Latin American Economies More at Risk from China Slowdown than from Euro Crisis
February 23, 2012
Oxford Analytica says a ‘hard landing’ of China’s economy is potentially more dangerous for Latin America than the euro-crisis. Excerpted from INTERNATIONAL: Latin America faces limited EU risk After a...
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category
Latin/America
,
Economic Research
,
Brazil
, and 4 more.
from
Research Recap
TSL Drops 9%: Q4 EPS Hit by Falling Solar Prices
February 23, 2012
Shares of Chinese solar energy technology maker Trina Solar ( TSL ) are down 85 cents, or almost 9%, at $8.91 after the company this morning reported Q4 revenue above analysts' estimates but missed by...
Read More
category
energy
,
Global
,
solar
, and 1 more.
from
Tech Trader Daily
Apple can continue to sell iPads in Shanghai
February 23, 2012
A Shanghai court has denied a request to keep Apple's iPad out of the city's stores. The request for a temporary injunction had come from Proview International Holdings, a monitor company in the midst...
Read More
category
China
,
Proview International Holdings Ltd
,
iPad
, and 1 more.
from
GigaOM
Injured iPhone workers to petition Apple at shareholder meeting
February 22, 2012
Two former iPhone factory workers in China, who were critically injured at Apple supplier Wintek's plant in 2009, are looking to take advantage of Apple's yearly meeting on Thursday and attract further...
Read More
category
Fair Labor Association
,
foxconn
,
iPhone
, and 5 more.
from
GigaOM
Apple fights for iPad trademark in China’s largest city
February 22, 2012
Apple continued its trademark battle over iPad in China Wednesday in Shanghai, China's largest city and one of the most important places for Apple to sell devices. Proview wants to ban the iPad from...
Read More
category
proview
,
Apple
,
iPad trademark
, and 6 more.
from
GigaOM
Apple: Foxconn Hiding Underage Workers During Inspection, Says AppleInsider
February 22, 2012
Josh Ong with the blog AppleInsider this morning relates a conversation with a non-governmental organization, Students & Scholars Against Corporate Misbehavior (SACOM), which claims that management at...
Read More
category
manufacturing
,
Global
,
china
from
Tech Trader Daily
When Will China Emerge from the Global Crisis?
February 22, 2012
Before getting to the policy debate, I want to mention that in late January Caixin, one of my favorite magazines, had an interview with Liu Mingkang, former China Banking Regulation Commission...
Read More
category
World
,
Latest
,
China
, and 3 more.
from
Wall Street Pit
Yingli Drops 7%: Slashes Q4 Shipment, Margin View
February 21, 2012
Shares of Chinese solar energy technology provider Yingli Green Energy (YGE) are down 35 cents, or over 7%, at $4.46 after the company this afternoon cut its outlook for photovoltaic module production...
Read More
category
energy
,
earnings
,
Global
, and 2 more.
from
Tech Trader Daily
QCOM, BRCM, AVGO, NVDA: Street Cheers Upside in ZTE, Huawei Deals
February 21, 2012
Analysts today are responding to news this morning that Chinese equipment makers Huawei and ZTE ( 0763HK ) placed multi-billion orders for wireless chips from Qualcomm ( QCOM ), Broadcom ( BRCM ), and...
Read More
category
wireless
,
Global
,
chips
, and 4 more.
from
Tech Trader Daily
Yahoo! Slips as Alibaba.com Privatization Proposed
February 21, 2012
Shares of Yahoo! (YHOO) are down 5 cents, or $14.97, after the company’s Asian partner, China’s Alibaba Group Holdings Ltd., in which Yahoo! has a 42% stake, this morning proposed taking private its...
Read More
category
e/commerce
,
search
,
internet
, and 2 more.
from
Tech Trader Daily
Broadcom: Auriga Ups to Buy on ’802.11ac’ Strength
February 21, 2012
Shares of chip maker Broadcom ( BRCM ) are up 52 cents, or 1.4%, at $38.17 after Auriga's Sandeep Shyamsukha this morning raised his rating on the stock to Buy from Hold, with a $44 price target, up...
Read More
category
smartphone
,
WiFi
,
Global
, and 8 more.
from
Tech Trader Daily
Apple gets China Telecom, but China Mobile still out of its grasp
February 21, 2012
The iPhone 4S will arrive March 9 on China Telecom, China's third-largest carrier. It's an important step for Apple, which has highly prioritized its China business, but the number of reachable...
Read More
category
iphone 4s
,
China Mobile
,
iPhone
, and 4 more.
from
GigaOM
Apple: China Telecom Offers iPhone 4S In 3 Weeks
February 21, 2012
The Wall Street Journal’s Yvonne Lee and Yun-Hee Kim this morning report that the long-awaited Apple (AAPL) expansion in China is getting underway, with the company set to add China Telecom (CHA) to...
Read More
category
wireless
,
smartphone
,
iPhone
, and 3 more.
from
Tech Trader Daily
China Telecom To Get iPhone In March
February 20, 2012
Apple may have seen $13 billion in sales in China last year, but apparently those numbers could have been higher if they'd had a bit more faith. The iPhone sold in huge quantities in the markets served...
Read More
category
iphone
,
apple
,
China
, and 2 more.
from
TechCrunch
Court Reportedly Rules Against Apple In China As The iPads Keep Rolling Out Of Foxconn
February 20, 2012
A local court in the Guangdong province of China has apparently ruled against Apple in its ongoing case against Proview over the iPad trademark, with the decision that distributors should stop selling...
Read More
category
TC
,
proview
,
Foxconn
, and 4 more.
from
TechCrunch
Android Breathes New Life Into “Made in China”
February 18, 2012
How do you end up with millions of new sales overnight with low development and implementation costs? In the case of Chinese electronics companies Rock Chips and Box Chips the answer has been simple –...
Read More
category
TC
,
China
,
Mobile
, and 1 more.
from
TechCrunch
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