c**i
发帖数: 6973 | 1 Briefing: Japan's technology champions | Invisible but indispensable. A host
of medium-sized Japanese electronics firms have developed dominant
positions in many areas of technology. Can they keep them?
Economist, Nov 7, 2009 (cover date).
http://www.economist.com/displaystory.cfm?story_id=14793432
("Whereas big Japanese electronics companies such as Panasonic, Sharp and
Sony have been losing market share to rivals from China, South Korea and
Taiwan, these smaller, less well known Japanese firm | s***q
发帖数: 10585 | 2 choi你天天做产业研究给我们一些实际的吧：推荐一些现在可以吃进的科技股 | c**i
发帖数: 6973 | 3 I am afraid of getting sued. However, I read this yesterday at the print
edition of BesinessWeek (supposedly many stocks of companies based in Taiwan
, China, Hong Kong have ADR in US). Still I, like Warren Buffet, do not
trust 科技股.
Frederik Balfour, How to Play It: Taiwan. BisinessWeek, Nov. 12, 2009.
http://www.businessweek.com/blogs/personal_finance/archives/2009/11/taiwan.html
【在 s***q 的大作中提到】
: choi你天天做产业研究给我们一些实际的吧：推荐一些现在可以吃进的科技股
| s***q
发帖数: 10585 | 4 warren并不单纯地回避高科技,至少他投了byd
Taiwan
http://www.businessweek.com/blogs/personal_finance/archives/2009/11/taiwan
.html
【在 c**i 的大作中提到】
: I am afraid of getting sued. However, I read this yesterday at the print
: edition of BesinessWeek (supposedly many stocks of companies based in Taiwan
: , China, Hong Kong have ADR in US). Still I, like Warren Buffet, do not
: trust 科技股.
: Frederik Balfour, How to Play It: Taiwan. BisinessWeek, Nov. 12, 2009.
: http://www.businessweek.com/blogs/personal_finance/archives/2009/11/taiwan.html
| c**i
发帖数: 6973 | 5 You are right. I forgot about that.
Anyway, I simply do not trust stocks of Taiwan. I once bought--about 1983--a
mutual fund (of a Taiwanese company, investing in Taiwanese stocks). After
five years I returned, the values dropped a bit. (I cannot recall if it is
before or in the middle of stock market crash in Japan and Taiwan). My
bottom line is there was--and probably is--no logic in Taiwanese stock
market. (Then again, I never paid any attention to it, so I am not qualified
to say anything.)
【在 s***q 的大作中提到】
: warren并不单纯地回避高科技,至少他投了byd
:
: Taiwan
: http://www.businessweek.com/blogs/personal_finance/archives/2009/11/taiwan
: .html
| s***q
发帖数: 10585 | 6 "This belief that the strength of the company is stored in the
collective mind of employees—rather than in the share price of the
moment—also helps explain why Japanese companies disdain mergers and
acquisitions. Firms resist takeovers, rather than viewing them as the
natural combinatory process of business, as in the West.
"
这也就解释了<名侦探柯南里>为什么只要有m&a发生,企业主总是会愤怒地自杀或杀人的
情节.这要是
在西方,被并购大多数情况下是求之不得的事情,因为只要有m&a,企业的股价会大幅跳涨.
A host
and
and
dominate
【在 c**i 的大作中提到】
: Briefing: Japan's technology champions | Invisible but indispensable. A host
: of medium-sized Japanese electronics firms have developed dominant
: positions in many areas of technology. Can they keep them?
: Economist, Nov 7, 2009 (cover date).
: http://www.economist.com/displaystory.cfm?story_id=14793432
: ("Whereas big Japanese electronics companies such as Panasonic, Sharp and
: Sony have been losing market share to rivals from China, South Korea and
: Taiwan, these smaller, less well known Japanese firm
| c**i
发帖数: 6973 | 7 (1) Come to think about it, I realized I made a terrible mistake, about my
investment which shrank a bit.
I put money in a Taiwanese mutual fund shortly before I left Taiwan in 1984.
In the last posting (attached below), I said, "After five years, I returned
[only to find] the values dropped a bit." It was not five years, but seven!
I returned in 1991. What I forgot to factor in, until the past several days
, was the stock bubbles in both Japan and Taiwan, which peaked in 1989 and
lost steam in
【在 c**i 的大作中提到】
: You are right. I forgot about that.
: Anyway, I simply do not trust stocks of Taiwan. I once bought--about 1983--a
: mutual fund (of a Taiwanese company, investing in Taiwanese stocks). After
: five years I returned, the values dropped a bit. (I cannot recall if it is
: before or in the middle of stock market crash in Japan and Taiwan). My
: bottom line is there was--and probably is--no logic in Taiwanese stock
: market. (Then again, I never paid any attention to it, so I am not qualified
: to say anything.)
|
|
