52 hi new high new members

[Henry Chan]

Copy from David's mail:

some of the new 52 hi are new members of stock exchange,  one company caught my eyes was frog prince as a new IPO.  838 had very big volatility.  

Henry, sometimes i will just put notes in email and please help us to contain them within our sharing sites. 

Let's share on views of 1259.HK.

[David Yeh]

1259 was IPO times, many people liked it.  I am not familiar with the brand, i believe they are providing baby care and drapers, etc.  As we talked about, Chinese people used many foreign brands and how 1259 is positioning within the market i am not too sure.  Do you guys know about this brand?  PE wise, around 20X.  

i think it passed six months restriction period and shares still in strong hands.  We need to understand whether there is some great brand recognition in China and potential over there?  Should we put it into watch list and monitor performance by all means

[David Yeh]

Since i am currently looking at the list on daily basis, please remind /alert with any 52 weeks hi members so we can look at it immediately

[Henry Chan]

have updated the watchlist, pls fill out the reason/ investment ideas behind the stock pick.

[David Yeh]

so how are the new candidates come into this list?   Are these all we talked about before or some of them Henry you have some ideas behind?

[Henry Chan]

M&A news on youku and tudou

http://www.marketwatch.com/story/youku-tudou-shares-soar-on-merger-news-2012-03-12 

[David Yeh Jr.]

Tudou is 土豆?  so there is some consolidation going on at this space

On Mon, Mar 12, 2012 at 10:25 PM, Henry Chan <ban...@gmail.com> wrote:

M&A news on youku and tudou

http://www.marketwatch.com/story/youku-tudou-shares-soar-on-merger-news-2012-03-12 

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[Henry Chan]

If they combined would be good to both company as the competition over two giants video web will be end.

dyj於 2012年3月12日星期一UTC+8下午10時30分39秒寫道：

[Henry Chan]

Baidu Next? China Internet M&A Heats Up

http://blogs.wsj.com/deals/2012/03/13/baidu-next-china-internet-ma-heats-up/

China Tech's view, M&A of internet play

Chinese tech companies are also responding to the powers of mobile, social and open platforms. Some of these platforms that have exploded on the scene include microblog service Sina Weibo as well as Qihoo’s cloud platform. But like tech companies everywhere, the challenge is how to monetize the technology. Citi thinks services like micropayment systems could be potential acquisition targets to help monetize these apps and further help drive innovation, particularly as most are too small to go public on their own.

micropayment?taobao?

[David Yeh Jr.]

yes as i talked last night, Karman thinks the merger makes lots of sense.  He thinks data service will be benefit which he thinks 728 has a good chance.  I said to him these are big elephants and probably look at some related smaller plays.   For some reason i forgot he does not like CTRP.  

He mentioned one company which Tommy and i talked about.  That is Union pay.  He says this is just like defacto situation.  i forgot the other one that he mentioned.  

He feels that there is not too many beggars under this kind of environment cause Chinese Govt want the country to be stable.  So i expect only a small handful of stocks will be coming out and only thru careful thinking.

Let me know what you guys thoughts are.  Micro payment  any listed play in the market?

[David Yeh]

from yesterday HK 52 weeks high, 3899 you guys know they do and any good support for us to follow?  

I did not look in details, just want some opinion or research.

[Tommy Chen]

NXPI

It is a leader doing NFC, near field communication, which "will" be used in Apple iPhone 5 and next gen Android for wireless payments. The tech turn cell phones into digital wallets

I have a friend doing restaurant apps. He is also using the NFC technology to locate the customers, and even arrange bookings or payments.

[Henry Chan]

http://en.wikipedia.org/wiki/Near_field_communication

History

NFC traces its roots back to Radio-frequency identification, or RFID. RFID allows a reader to send radio waves to a passive electronic tag for identification and tracking.

• 1983 The first patent to be associated with the abbreviation RFID was granted to Charles Walton.^[14]
• 2004 Nokia, Philips and Sony established the Near Field Communication (NFC) Forum^[15]
• 2006 Initial specifications for NFC Tags^[16]
• 2006 Specification for "SmartPoster" records^[17]
• 2006 Nokia 6131 was the first NFC phone^[18]
• 2009 In January, NFC Forum released Peer-to-Peer standards to transfer contact, URL, initiate Bluetooth, etc.^[19]
• 2010 Samsung Nexus S: First Android NFC phone shown^[20][21]
• 2011 Google I/O "How to NFC" demonstrates NFC to initiate a game and to share a contact, URL, app, video, etc.^[12]
• 2011 NFC support becomes part of the Symbian mobile operating system with the release of Symbian Anna version.^[22]
• 2011 RIM 2011 is the first company for its devices to be certified by MasterCard Worldwide, the functionality of PayPass^[23]
• 2012 March. EAT, a well known UK restaurant chain and Everything Everywhere (Orange Mobile Network Operator) partner on the UK's first nationwide NFC enabled smartposter campaign. (lead by Rene' Batsford, Head of ICT for EAT, also known for deploying the UK's first nationwide contactless payment solution in 2008) A specially created mobile phone app is triggered when the NFC enabled mobile phone comes into contact with the smartposter. Rene' Batsford the Head of ICT for EAT ^[24]

Wireless payment solutions.

Future devices

On January 25, 2011, Bloomberg published a report stating that Apple was actively pursuing development of a mobile payment system employing NFC. New generations of iPhone, iPod and iPad products would reportedly be equipped with NFC capability which would enable small-scale monetary transactions.^[70]

Near Field Communications World stated on March 21, 2011 that Sonim Technologies will add NFC to its XP3300 Force^[71] device later this year.^[72]

On May 2, 2011, RIM announced^[73] the Blackberry Bold 9900, a new device that will use NFC technology.

In May 2011, Google announced Google Wallet, an Android application that will make use of NFC to make payments at stores. The card information will be stored in the app and will be used to make the transactions.

On January 9, 2012, Sony Ericsson announced Xperia SmartTags and its Android telephone supporting NFC, the Xperia S.

On January 27, 2012, Nintendo President Satoru Iwata announced in a briefing that the controller of the Wii U home console will have install a NFC function. By installing this functionality, it will become possible to create cards and figurines that can electronically read and write data via noncontact NFC and to expand the new play format in the video game world. Adoption of this functionality will enable various other possibilities such as using it as a means of making micropayments.^[74]

In February 2012, Microsoft announced that all Windows Phone 8 devices will make use of the NFC technology.

Noticeable development will heat up.

I agree they are good tech. I know 861 also doing this kind of business in mainland.

Tommy Chen於 2012年3月15日星期四UTC+8下午3時14分29秒寫道：
Tommy Chen於 2012年3月15日星期四UTC+8下午3時14分29秒寫道：

[David Yeh]

623 is breaking new high, and not so expensive PE.  Anything else you guys observe these days?

The market looks like to consolidate for a while, our portfolio 569 is back down again.  2628 will test a trend line support .  I have been checking with 3777 and 752.  Anything from our watch list needs monitoring.  Please advise

[Henry Chan]

We can take a look on the result annual of the candidate:
22 Mar  733.HK  Hopefluent   Final
22 Mar  1150.HK  Milan Station  Final
23 Mar  1211.HK  BYD Company   Final
And decide what will we do next

Results Announcement Schedule (cont.)
Date  Ticker  Name  Period
22 Mar  4.HK  Wharf   Final
22 Mar  20.HK  Wheelock   Final
22 Mar  46.HK  Computer & Technologies   Final
22 Mar  89.HK  Tai Sang Land  Final
22 Mar  102.HK  Summit Ascent  Final
22 Mar  103.HK  Shougang Concord Century  Final
22 Mar  132.HK  China Investments  Final
22 Mar  162.HK  Century Ginwa  Final
22 Mar  165.HK  China Everbright  Final
22 Mar  173.HK  K. Wah Int'l  Final
22 Mar  175.HK  Geely Auto   Final
22 Mar  181.HK  Fujian Holdings  Final
22 Mar  190.HK  HKC (Holdings)   Final
22 Mar  238.HK  Evergreen Int'l  Final
22 Mar  281.HK  Rivera (Holdings)  Final
22 Mar  297.HK  Sinofert   Final
22 Mar  310.HK  Prosperity Investment  Final
22 Mar  312.HK  Shirble Store  Final
22 Mar  389.HK  Tontine Wines  Final
22 Mar  494.HK  Li & Fung   Final
22 Mar  517.HK  COSCO Int'l Hold  Final
22 Mar  521.HK  Shougang Concord  Final
22 Mar  573.HK  Tao Heung  Final
22 Mar  639.HK  Shougang Res  Final
22 Mar  669.HK  Techtronic Ind   Final
22 Mar  678.HK  Genting HK  Final
22 Mar  697.HK  Shougang Int'l  Final
22 Mar  730.HK  Shougang Concord Grand  Final
22 Mar  733.HK  Hopefluent   Final
22 Mar  762.HK  China Unicom   Final
22 Mar  856.HK  VST  Final
22 Mar  947.HK  Mobi Dev  Final
22 Mar  987.HK  China Renew En Inv  Final
22 Mar  1028.HK  Hongguo Int'l  Final
22 Mar  1065.HK  Tianjin Capital  Final
22 Mar  1087.HK  HL Tech  Final
22 Mar  1090.HK  Da Ming Int'l  Final
22 Mar  1099.HK  Sinopharm  Final
22 Mar  1135.HK  Asia Satellite   Final
22 Mar  1136.HK  TCC Int'l  Final
22 Mar  1150.HK  Milan Station  Final
22 Mar  1187.HK  Pearl River Tyre  Final
22 Mar  1203.HK  Guangnan (Holdings)  Final
22 Mar  1238.HK  Powerlong  Final
22 Mar  1288.HK  ABC  Final
22 Mar  1333.HK  China Zhongwang  Final
22 Mar  1628.HK  Yuzhou Property  Final
22 Mar  1708.HK  Sample Tech  Final
22 Mar  1823.HK  Huayue  Final
22 Mar  1938.HK  Chu Kong Pipe  Final
22 Mar  1988.HK  Minsheng Bank  Final
22 Mar  2000.HK  SIM Tech   Final
22 Mar  2038.HK  FIH  Final
22 Mar  2789.HK  Yuanda China  Final
22 Mar  3778.HK  China Weaving  Final
22 Mar  3999.HK  Dachan Food   Final

23 Mar  24.HK  Burwill  Final
23 Mar  42.HK  NE Electric  Final
23 Mar  59.HK  Skyfame Realty  Final
23 Mar  90.HK  Amber Energy  Final
23 Mar  99.HK  Wong's In'l  Final
23 Mar  145.HK  Hong Kong Building & Loan  Final
23 Mar  170.HK  China Assets  Final
23 Mar  177.HK  Jiangsu Expressway  Final
23 Mar  182.HK  China Windpower  Final
23 Mar  205.HK  SEEC Media   Final
23 Mar  227.HK  First Shanghai   Final
23 Mar  255.HK  Lung Kee   Final
23 Mar  285.HK  BYD Electronic   Final
23 Mar  337.HK  SPG Land   Final
23 Mar  359.HK  Haisheng Juice   Final
23 Mar  386.HK  Sinopec  Final
23 Mar  393.HK  Glorious Sun   Final
23 Mar  396.HK  Hing Lee (HK)  Final
23 Mar  404.HK  Hsin Chong Construction  Final
23 Mar  419.HK  Media China Corporation  Final
23 Mar  430.HK  Oriental Explorer  Final
23 Mar  445.HK  China Fire Safety Enterprise  Final
23 Mar  543.HK  Pacific Online   Final
23 Mar  570.HK  Winteam Pharma  Final
23 Mar  575.HK  Regent Pacific Group  Final
23 Mar  581.HK  China Oriental   Final
23 Mar  609.HK  Tiande Chemical  Final
23 Mar  625.HK  RREEF  Final
23 Mar  635.HK  Playmates   Final
23 Mar  637.HK  Lee Kee  Final
23 Mar  666.HK  SHK Hong Kong Industries  Final
23 Mar  670.HK  China Eastern Airlines  Final
23 Mar  686.HK  Goldpoly New Energy  Final
23 Mar  691.HK  Shanshui Cement  Final
23 Mar  693.HK  Tan Chong Int'l  Final
23 Mar  710.HK  Varitronix Int'l  Final
23 Mar  719.HK  Shandong Xinhua  Final
23 Mar  725.HK  Perennial Int'l  Final
23 Mar  811.HK  Xinhua Winshare  Final
23 Mar  814.HK  Jingkelong   Final
23 Mar  839.HK  Tianda Oil Pipe  Final
23 Mar  840.HK  Xinjiang Tianye Water  Final
23 Mar  869.HK  Playmates Toys  Final
23 Mar  871.HK  Xianyu Dredg  Final
23 Mar  872.HK  Jinheng Auto Safety  Final
23 Mar  898.HK  Multifield Int'l  Final
23 Mar  939.HK  CCB  Final
23 Mar  963.HK  Bloomage BioTechnology  Final
23 Mar  969.HK  Hua Lien Int'l  Final
23 Mar  991.HK  Datang Power   Final
23 Mar  1061.HK  Essex Bio-Tech  Final
23 Mar  1062.HK  New Capital Int'l  Final
23 Mar  1075.HK  Capinfo  Final
23 Mar  1088.HK  China Shenhua   Final
23 Mar  1106.HK  Sino Haijing  Final
23 Mar  1115.HK  Tibet 5100  Final
23 Mar  1126.HK  Dream Int'l  Final
23 Mar  1164.HK  CGN Mining  Final

23 Mar  1171.HK  Yanzhou Coal   Final
23 Mar  1194.HK  China Precious Metal  Final
23 Mar  1210.HK  Christine  Final
23 Mar  1211.HK  BYD Company   Final
23 Mar  1215.HK  Kai Yuan  Final
23 Mar  1236.HK  Qianlong Tech  Final
23 Mar  1252.HK  China Tianrui  Final
23 Mar  1269.HK  China Veh Com  Final
23 Mar  1312.HK  Allied Cement  Final
23 Mar  1623.HK  Hilong  Final
23 Mar  1818.HK  Zhaojin Mining   Final
23 Mar  1822.HK  Perception Digit  Final
23 Mar  1899.HK  Xingda Int'l  Final
23 Mar  2005.HK  Lijun Int'l  Final
23 Mar  2208.HK  Xinjiang Goldwind  Final
23 Mar  2340.HK  Synergis  Final
23 Mar  2348.HK  Dawnrays Pharmaceutical  Final
23 Mar  2380.HK  China Power   Final
23 Mar  2601.HK  CPIC  Final
23 Mar  2698.HK  Weiqiao Textile  Final
23 Mar  2727.HK  SH Electric   Final
23 Mar  2728.HK  Shinhint Acoustic  Final
23 Mar  3303.HK  Jutal Oil Services  Final
23 Mar  3311.HK  China State Construction  Final
23 Mar  3318.HK  China Flavors   Final
23 Mar  3330.HK  Lingbao Gold   Final
23 Mar  3337.HK  Anton Oilfield   Final
23 Mar  3363.HK  Zhengye Int'l  Final
23 Mar  3398.HK  China Ting   Final
23 Mar  3838.HK  China Starch   Final
23 Mar  3989.HK  New Env Energy  Final
24 Mar  819.HK  Tianneng Power   Final
24 Mar  1002.HK  V.S. Int'l  Final
24 Mar  6830.HK  Huazhong  Final
26 Mar  28.HK  Tian An   Final
26 Mar  31.HK  China Aerospace  Final
26 Mar  86.HK  Sun Hung Kai & Co  Final
26 Mar  154.HK  Beijing Development (HK)  Final
26 Mar  235.HK  China Strategic  Final
26 Mar  242.HK  Shun Tak Hold   Final
26 Mar  256.HK  China Haidian   Final
26 Mar  295.HK  Kong Sun  Final
26 Mar  351.HK  Asia Energy  Final
26 Mar  352.HK  Fortune Sun China  Final
26 Mar  354.HK  Chinasoft Int'l  Final
26 Mar  428.HK  Harmony Asset  Final
26 Mar  458.HK  Tristate  Final
26 Mar  472.HK  JLF Investment  Final
26 Mar  631.HK  Sany Int'l  Final
26 Mar  643.HK  Carry Wealth  Final
26 Mar  732.HK  Truly Int'l  Final
26 Mar  750.HK  China Singyes Solar Tech  Final
26 Mar  777.HK  NetDragon   Final
26 Mar  826.HK  Tiangong Int'l  Final
26 Mar  846.HK  Mingfa Group  Final
26 Mar  847.HK  Kazakhmys  Final
26 Mar  866.HK  China Qinfa  Final
26 Mar  881.HK  Zhongsheng  Final
Sources: Bloomberg and Sun Hung Kai Financial

David Yeh於 2012年3月21日星期三UTC+8下午9時21分10秒寫道：

[David Yeh]

any new 52 hi  we should notice these days?  Looks like market vol is drying up could be some dull months ahead

[David Yeh]

looking at hk 52 weeks new hi just now, if Oct 2011 a bottom, what are the things we could see to reflect similar of the new hi now such as v tech, ?

[Henry Chan]

We can start to step in new hi candidate and if the company is sound over last 5 yr, we may assume the company with trust-able management.
We can discuss on the business of that company, esp in market leading, new products, future development, monopoly or its economic scale?
Then lock-in our candidate

David Yeh於 2012年4月3日星期二UTC+8上午9時48分51秒寫道：

[David Yeh Jr.]

Yes i think opportunities wise we need to capture .  Otgerwise our net return will be flowing around

[David Yeh Jr.]

i continue to check 52 weeks hi candidate in Hk.  The ones most of them are usually old timers  which means risen many folds already.  270 market cap not so small, wonder what is the upside given any potential in environmental as pointed out by Henry?

Please discuss using the few methods that we had analysed and let's find some potential candidate.

2012/4/3 David Yeh Jr. <d...@davian.com.hk>

[Tommy Chen]

Talking about LinkedIn:

Some advantages - 

1) well known brand in next generations

2) very large user base worldwide (global market concepts and have talks to enter China)

3) management is a visionary guy he has been through Paypal before starting LinkedIn

4) in terms of growth and numbers, currently start to turn into profits (which we need to think in-depth about this point)

5) chart also staying may have breakout if trend persists

=> as users, are we going to pay money to LinkedIn? do we know any people paying money to LinkedIn? do we think people will pay money to linkedIn? 

LinkedIn’s Competitive Advantage

Two of the strongest monopolies online are search engines and social networks. There’s rarely a good reason to use a less popular social network, and search engines have notoriously unforgiving economies of scale.

LinkedIn has solved both problems: for many users, it’s a second social network and a second search engine.

In both cases, LinkedIn isn’t competing with the dominant companies in the industry, because it’s targeting a very narrow use case. In search terms, LinkedIn is the ideal tool for finding job candidates with a very specific set of skills—project managers who know Perl and live within commuting distance of San Diego, or Ivy-Educated distressed debt analysts with at least a year of experience, for example. There’s no good way for Google or Bing to parse that query, but LinkedIn has that information at its fingertips. For recruiters, whose main “overhead” involves looking at résumés that turn out to be irrelevant, this is key.

As a social network, LinkedIn has positioned itself as the place for things you’re willing to brag about, which are not fun. This is brilliant. Most social networking tools are designed around the human need to show off. That can easily be divided into two basic categories: being happier than other people (partying, making great jokes, having kids, being close to family members, discovering funny videos), and giving up more happiness than other people (working hard, taking business trips, publishing a complex academic paper, dealing with a job search).

That’s a great niche, since things that aren’t fun are often the most impressive to potential employers. LinkedIn has clearly pressed this advantage by adding a powerpoint presentation-sharing app, an itinerary app, and a book-tracking app to user profiles. In my experience, very few people use the book-reading app to talk about fiction—they’re usually readingToo Big To Fail. The travel app isn’t for reporting on vacations; it’s for reporting on business trips.

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This gives LinkedIn a purpose as a social network. They aren’t competing head-to-head with Facebook or Twitter. Instead, they’re absorbing the content that’s too boring for either. At the same time, Facebook and Twitter provide an outlet for anything less professional. It’s a symbiotic relationship that allows each network to move more content online.

(Yes, LinkedIn has Twitter integration. And some people do use Twitter to post mostly professional information. Twitter is a medium less dependent on message than LinkedIn or Facebook, so it makes sense that it could be cloned or integrated by each.)

LinkedIn also has another advantage: they have consciously tried to own people’s names as an SEO strategy. This is probably responsible for a huge fraction of their traffic. They don’t find people whose search queries imply intent: they don’t show up for terms like “tech jobs” or “find jobs,” and their ranking for “professional networking” is due to their Q&A page. LinkedIn is trying to find people who are looking for other people in a professional context, and they’re trying to make LinkedIn the way to do this.

LinkedIn actually has a great relationship with search engines; they even have “social sitelinks”:

That’s a tough policy for Google to reverse, so LinkedIn’s SEO risk is overstated.

LinkedIn’s competitive advantages rely on network effects. There is simply no better place to find out about someone’s professional skills and reputation. And there’s no better place to upload your résumé. LinkedIn has supplanted the personal site (will a hiring manager find it?) and the job board (what about when you’re not actively looking for a job?).

Read more: http://articles.businessinsider.com/2011-02-14/tech/30003773_1_linkedin-social-network-google-or-bing#ixzz1rLnEG5zJ

2012/4/5 David Yeh Jr. <d...@davian.com.hk>

[Chan Henry]

IPO price $45, Business Model: Marketing, hiring solutions, and premium accounts

LinkedIn’s Competitors

Monster Worldwide, TheLadders

Dice Holdings - They have vertical-specific job boards (Dice.com for technology, eFinancialCareers for finance, ClearanceJobs.com for government jobs, etc.)

Hashable, Branchout is a new Facebook app that rs career information, hosted on Facebook.

Quora is destroying LinkedIn answers. It is what LinkedIn answers should be: a site where the right expert answers the right question. Quora launched with a good audience; LinkedIn’s good audience had gotten less active by the time they launched Answers.

BTW, I think Quora is a interesting websites too. 

Quora connects you to everything you want to know about. Quora aims to be the easiest place to write new content and share content from the web. We organize people and their interests so you can find, collect and share the information most valuable to you.

http://www.quora.com/about

Market cap

$12.88B

Average volume

3.30M

P/E ratio

867.57

Rev. per Employee

$246,781

EPS

0.11

[David Yeh Jr.]

why Linkedin suddenly come into your mind,  do you think the valuation is very expensive?

[David Yeh]

From yesterday hk hi how about 831 and 1112  Obviously 752 already in our radar screen.    There are too many out performers YTD.  Was 3918 one of them?  Can Henry run one more time who are Outperformers for the year and by what %.  We need to catch up in here too.

[Henry Chan]

831 is OK convenient stores and St. Anna business, K.K. Fung's business. Steady growth plays. Revenue up 10% per year.
1112 is doing baby care products and premium pediatric nutritional, like the concept of MJN. IPO price $11.

3918 up 58% up to date.

David Yeh於 2012年4月14日星期六UTC+8上午9時58分39秒寫道：

[David Yeh Jr.]

can you have all outpeformers list out by gain % YTD?

[Henry Chan]

Today new high watchout

00052.HK 大快活集團 13.5 13.6 13.5 29.56萬 16.77億 13.7

00151.HK 中國旺旺 9.27 9.35 9.07 2.36千萬 1226.21億 37.66

00220.HK 統一企業中國 6.4 6.42 6.36 1.81千萬 230.36億 59.89

00343.HK 文化傳信 1.25 1.26 1.2 9.64百萬 12.99億 113.64

00573.HK 稻香控股 4.29 4.39 4.37 48.30萬 43.80億 17.11

00623.HK 中視金橋 4.46 4.72 4.67 1.64百萬 24.90億 8.53

00861.HK 神州數碼 16.44 16.5 16.44 4.74百萬 179.64億 17.1

00941.HK 中國移動 87.45 87.6 87.5 1.63千萬 17562.37億 11.32

01044.HK 恆安國際 82.55 83.45 82.75 1.29百萬 1014.55億 38.22

01112.HK 合生元 21.8 22.6 22.15 1.29百萬 131.30億 20.1

01913.HK 普拉達 54.15 54.8 53.7 3.66百萬 1385.60億 31.17

01972.HK 太古地產 20.8 21.15 20.7 5.78百萬 1216.80億 4.73

02333.HK 長城汽車 16.6 16.76 16.16 6.00百萬 171.51億 11.04

03331.HK 維達國際 13.16 13.32 12.96 4.91百萬 125.97億 30.39

Looks okay for the above, see any have new concepts

[David Yeh Jr.]

623 in a way has no brand.  Look at all these new Hi most of them are brands. 

2012/4/20 Henry Chan <ban...@gmail.com>

[David Yeh Jr.]

how about 703, this one a bit wild, but if earnings are improving, this stock is relatively cheap?  And 220, GS put a sell on this stock.  Any insights?

2012/4/21 David Yeh Jr. <d...@davian.com.hk>

[Henry Chan]

703 is running Japan restaurant and "Pacific coffee" shops business in Macau and Guangzhou.

《公司業績》佳景<00703.HK>去年純利升1.2倍 末期息倍增至3仙

2012-03-20 17:54:58

Twitter

分享

電郵

列印

字體

佳景<00703.HK>公布去年營業額升45.4%至5.5億元，純利增119.8%至8961.4萬元，每股盈利16.18仙，末期息倍增至3仙。

業績顯著增加，主要由於集團在澳門擴充食物及飲品以及物業投資業務帶動營業額及經營溢利上升。(ad/a)

佳景<00703.HK>逆升11%屢探頂 憧憬業務擴張

2012-04-20 11:50:53

佳景主要在澳門經營餐飲及嘉年華會遊樂園業務。 《成報》引述董事總經理陳澤武表示，集團業務主要受惠旅遊業所帶動，認為現時「自遊行」威力未完全爆發，港珠澳大橋和十字門商業中心等將會相繼落成，對集 團前景充滿信心。今年擬增設三間新店，分別於暑假開「四季火鍋」及年底於中標機場內開設中西式食肆項目；並透露已就澳門多間大學飯堂提交標書。同時，今年 擬投資5千至1億元在澳門建立中央食品處理中心，料2014-15年落成。(sz/u)

佳景集團<00703.HK>應聯交所要求，確認公司有望將於今年年底，在澳門機場開設兩間小型餐廳。除此之外，不知悉任何導致股價上升之原因。目前並無任何有關收購或變賣的商談或協議須予公開。

該股今日急升24%，收報0.98元，成交增至2957.4萬股；過去三日累升32.4%。(su/u)

stories of tourism in Macau, sort of like the one in gaming industry.

《大行報告》高盛升統一<00220.HK>目標價至4.35元 維持「沽售」

2012-04-02 13:42:51

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高盛指統一<00220.HK>盈利遜預期，主要由於較低銷售及較高銷售成本，維持「沽售」評級，升本年盈測21%及降明年盈測6%，反映毛 利率上升及低稅率，目標價自3.4元上調4.35元。(vi/a)

up earnings and target price, but still in sell list.

dyj於 2012年4月23日星期一UTC+8上午10時03分54秒寫道：

[David Yeh]

actually if macau theme ok 703 probably has some edge.  This stock consolidate for a long time already.  please look detail we might put a position on this one.   Are they market leadership position in Macau?   The volume relatively small

[David Yeh Jr.]

but the chairman is edison chan (the singer)'s father?  Sound a bit dodgy.    

--
Communicate. Understand. Resolve. 

[David Yeh Jr.]

i am cutting 569 further .  we need to decide 752, 703 or 623.

2012/4/24 David Yeh Jr. <dyj...@gmail.com>

--
Communicate. Understand. Resolve. 

[David Yeh Jr.]

Or any US Stocks that we should think about from yesterday's ideas?

2012/4/25 David Yeh Jr. <dyj...@gmail.com>

--
Communicate. Understand. Resolve. 

[David Yeh Jr.]

196 HK is there a turnaround.  Henry, we meet tomorrow at 4pm if that is good for you.  We can discuss a bit longer.

--
Communicate. Understand. Resolve. 

[Henry Chan]

Hi David,

Have Cold-call workshop afternoon.

Morning breakfast or after 6 will do for me.

Henry

從我的 iPhone 傳送

[David Yeh Jr.]

Lunch work for you ?

[Henry Chan]

Ok but have to leave at 1:10pm

從我的 iPhone 傳送

[David Yeh Jr.]

we start at 1130 in the office?

2012/4/26 Henry Chan <ban...@gmail.com>

[Henry Chan]

Ok see u tomorrow at central 11:30

從我的 iPhone 傳送

[David Yeh]

i think LQDT is driving us crazy, is there any new 52 hi candidates in US that falls under what we discussed last week?

[Henry Chan]

LNKD are showing its potential too for his 1Q result anointment. 

David Yeh於 2012年5月4日星期五UTC+8上午9時35分12秒寫道：

[David Yeh]

From 52 hi weeks, china real estate and electricity are two strong sector during this slump.  we really need to do some restructuring in our portfolio and i believe we make sure we profit next time that is the tough part.  

[Henry Chan]

1071

3333

would be the candidate from it.

David Yeh於 2012年6月11日星期一UTC+8下午8時17分11秒寫道：

[Henry Chan]

股票52週新高

• 股票
• 認股證
• 牛熊證
• 國企股
• 紅籌股
• 創業板

 

最後更新:2012-06-13 16:08:00

• 20大成交額
• 20大成交量
• 20大%升幅
• 20大%跌幅
• 20大淨值升幅
• 20大淨值跌幅
• 52週新高
• 52週新低

編號	名稱	現價 (延遲)	今日最高 (延遲)	52週最高 (延遲)	成交股數 (延遲)	市值 (延遲)	市盈率 (倍) (延遲)	相關資料
00123.HK	越秀地產	1.920	1.950	1.940	3.32千萬	178.28億	2.82
00813.HK	世茂房地產	11.560	12.080	11.880	2.15千萬	401.35億	5.78
00917.HK	新世界中國	3.140	3.260	3.150	1.26千萬	271.55億	6.21
01071.HK	華電國際電力股份	2.060	2.110	2.000	2.07千萬	29.48億	151.95
01139.HK	華多利集團	0.190	0.195	0.170	4.18千萬	1.63億	-4.45
01972.HK	太古地產	22.350	22.850	22.450	2.39百萬	1307.48億	5.08

new hi today

keep strong on electricity

and also mainland real estate

Henry Chan於 2012年3月5日星期一UTC+8下午10時29分42秒寫道：

Copy from David's mail:

some of the new 52 hi are new members of stock exchange,  one company caught my eyes was frog prince as a new IPO.  838 had very big volatility.  

Henry, sometimes i will just put notes in email and please help us to contain them within our sharing sites. 

Let's share on views of 1259.HK.

[David Yeh Jr.]

Henry have you done the book value analysis and the study on what Tommy suggested?

2012/6/13 Henry Chan <ban...@gmail.com>

[henry]

Ok will do now

Sent from my iPhone

[David Yeh]

I have studies the new hi today and found out 822 1838 and 1918 quite interesting.  1838 has a HUGE discount to book , i am not sure whether i am correct.  Also 1918 is involved with real estate and seems like real estate is coming back into market.  Do we have any idea about this company?  

[David Yeh]

is 927 ring a bell to anyone?  This company used to do well and now 52 week new hi again

[David Yeh Jr.]

Sorry volume is really bad for 927.

--
Communicate. Understand. Resolve. 

[David Yeh]

There are so many 52 weeks low now, what is it means this time?  WIth the volume drying, basically people are getting out of the market .   I think next few years market could be trading at range or you guys have some different views?

[Tommy Chen]

I think volume drying up means even institutions on the side and hesitate to pour money in. Somehow this is time to figure out deep discount companies and profit from them in a few years. People just sit with cash.

On Monday, July 23, 2012, David Yeh wrote:

There are so many 52 weeks low now, what is it means this time?  WIth the volume drying, basically people are getting out of the market .   I think next few years market could be trading at range or you guys have some different views?

On Thursday, June 21, 2012 3:50:59 PM UTC+8, David Yeh wrote:

Sorry volume is really bad for 927.

On Thu, Jun 21, 2012 at 3:49 PM, David Yeh <dyj...@gmail.com> wrote:

is 927 ring a bell to anyone?  This company used to do well and now 52 week new hi again

On Wednesday, June 20, 2012 5:38:37 PM UTC+8, David Yeh wrote:

I have studies the new hi today and found out 822 1838 and 1918 quite interesting.  1838 has a HUGE discount to book , i am not sure whether i am correct.  Also 1918 is involved with real estate and seems like real estate is coming back into market.  Do we have any idea about this company?  

On Thursday, June 14, 2012 8:32:36 AM UTC+8, dyj wrote:

Henry have you done the book value analysis and the study on what Tommy suggested?

2012/6/13 Henry Chan <ban...@gmail.com>

股票52週新高

• 股票
• 認股證
• 牛熊證

--

Tommy CH Chen

[David Yeh Jr.]

definitely some good names are very cheap now.   If we able to identify good ones, we should be able to profit handsomely.  Need a week to study? 

[David Yeh Jr.]

if these drop dead candidates all of a sudden increase their earnings. they could rise really quick.  I looked at the 52 weeks low today there are many famous names (brand names)  With our experience in the States, these could come back big time.  However, this is China.  If we look at these candidates, can we identify some market leader in its field?

[Chan Henry]

Yes, we can get good company at good price. Let's seek for alpha and capture the next big trend.

On Mon, Jul 23, 2012 at 8:57 PM, Tommy Chen <tommy...@consultant.com> wrote:

[Chan Henry]

We need to avoid those with integity problems and those industry is not at good run.

Let's look closer at 52 lo within the week.

[David Yeh Jr.]

can we schedule one day to discuss   we can do better this time with better focus and learn from our previous experience

[Tommy Chen]

Any solid companies name in mind ? I don't see many in 52-week low. Even Li Ning is now like a rubbish... And Ajisen Ramen could be a better one.

Pico (752) is still OK. 

I would still monitor the good brand names and durable compeitive edge. 388, 1200, 1299, casino stocks, etc

[Tommy Chen]

31 Jul ? we can discuss afternoon or after work.

[David Yeh]

few new 52 high candidates coming out, can we check.  3336, 2266, 2382

[Henry Chan]

3336

2382 this two look better...the interim looks good...

but the result already announced...better wait for correction

David Yeh於 2012年8月21日星期二UTC+8下午6時19分10秒寫道：

[David Yeh Jr.]

Can we dig out the recent 52 weeks new hi and look again?  How about the stuff that we discussed last time?  Is there any conclusion/findings?  Let's discuss my return from Singapore.  Schedule.

[Henry Chan]

Yes we can schedule it next week

and talk about findings

dyj於 2012年8月27日星期一UTC+8下午4時27分44秒寫道：

[David Yeh]

i keep checking the 52 hi lo 106 come out recently, however, the vol is not very active.  As we talked about the responsibility to Henry yesterday, please follow the guidelines and produce the desired outcome.

[Henry Chan]

Ok need consistent to look on new candidate

Sent from my iPhone

[David Yeh]

lots of new hi lately, these caught my attention.  82, 220, 342, 822 .  Please review and we shall discuss.  We are very underinvest considering the low valuation.  Also what is the impact on QE3 we should discuss.

[Henry Chan]

FROM TODAY 52 WK HIGH

342

SYNERGY BUYOUT? BREAKOUT 3 YR HIGH, NOT IN BUY POINT RADAR

703

EXCESS 3 YR HIGH, GOOD ANNUAL RESULT FROM 26/7/2012 NEWS, AFTER BUY POINT 

1099

NO POSITIVE NEWS AT INDUSTRY YET ANNOUNCE, PRICE MOVE BACK TO CONSOLIDATION AREAS

2369

POSITIVE NEWS FROM 19/9 AND 28/9, PRICE DIGESTING NEWS, IF GAIN SUPPORT FROM THE PREVIOUS RESISTANCE, CAN ACT ON

200 MA 1.979

3888

[David Yeh Jr.]

As said, please provide insights and feedbacks.  I would tend to listen to your oberservation

[Henry Chan]

股票52週新高

最後更新:2012-10-11 16:08:00

編號 名稱 現價

00051.HK 海港企業 11.7 11.7 11.54 6.45萬 82.92億 7.55

00088.HK 大昌集團 5.88 5.95 5.93 31.26萬 36.31億 4.94

00123.HK 越秀地產 2.13 2.14 2.12 3.97千萬 197.95億 3.12

00152.HK 深圳國際 0.58 0.58 0.56 4.54千萬 94.96億 5.44

00191.HK 麗新國際 0.99 0.99 0.98 1.56百萬 16.01億 0.53

00196.HK 宏華集團 1.67 1.7 1.69 5.64百萬 53.84億 26.01

00220.HK 統一企業中國 9.36 9.77 9.68 3.07百萬 336.91億 87.59

00225.HK 博富臨置業 13.2 13.2 13.1 1.20萬 14.54億 3.08

00289.HK 永安國際 20.8 21 20.45 34.50萬 61.42億 3.46

00342.HK 新海能源 2.71 2.71 2.65 1.65千萬 35.39億 11.56

00390.HK 中國中鐵 3.63 3.68 3.58 7.47千萬 152.73億 9.38

00509.HK 世紀陽光 0.335 0.335 0.33 4.93百萬 8.53億 8.96

00542.HK 星晨集團 0.192 0.198 0.19 9.20百萬 3.71億 34.91

00811.HK 新華文軒 3.9 3.95 3.93 1.30百萬 17.24億 6.88

00896.HK 興勝創建 1.15 1.16 1.15 45.50萬 5.61億 4.37

00934.HK 中石化冠德 6.17 6.54 6.48 1.62百萬 127.94億 36.34

01186.HK 中國鐵建 7.36 7.37 7.14 4.49千萬 152.82億 9.33

02333.HK 長城汽車 21.75 22.35 21.7 7.14百萬 224.72億 14.46

03899.HK 中集安瑞科 4.97 5.16 5.14 3.62百萬 49.52億 13.31

today's list

strong sector: 基建 汽車及零部件 地產

Other view

3899 looks strong and new high 5.16, can follow to list

A share down 0.8%

H share up 1.89% by the news of 滙金增持四大行A股的消息, Bank up 3+%

Europe generally rebound

US looks stable, VIX still down

Nasdaq have to back to 3080 to back to his 50 day avg

[David Yeh]

Few things in mind

HSI formed a double bottom recently and broke its long term downward trend line.

Though Nasdaq broke 50ma still long term upward trend still intact?  

These are the52 weeeks hi from the list  78, 106, 185, 196, 509, 867, 3337.  Some of them are industrial related and looks like bottom line are improving.  

Henry, please present your thinking and actions plan as we discussed. 

[Chan Henry]

Yes David

HSI broke its downward trend

I think we can consider to develop our "systems" of investment ideas to answer those questions:

1. How's the market?

a, The market sentiment, the sector (to a more detailed industry division), how is the volume and price change relative to the markets?

b, The index

We need more defined indicators here.

2. What's the volatility of markets? 

We can use different parameters - say, ATR, VIX or others to measure, but we better have rules to follow

3. What's our selection process?

I have adopted some very good points from the investment trading handbook in Davian, our philosophy of investment and the selection process.

a, we pick by technical analysis - on each of pattern developed, like 52 wk high, channel breakout, cups with handle, or so, we should be able to back test the win rate (in terms of %) of each pattern if available.

b, we confirm by fundamental - on that we should set up rules that can help to filter the best stocks available, CANSLIM is one of the filter systems employed by O'Neil to do the job, we can use them or we can develop our own.

4.  What's the system to trade? 

Here we have defined rules to trade. A good system should give us a positive edge to win the market over the long run. A very basic one is the Trend following systems like Donchian, 50 day high/low breakout or so. These systems governed their entries and exits.

We need a concrete rule of entry, add-on, exit - cut loss, take profits, partial exit, etc.

5. What is the risk aversion of the trade?

The risk managing stuff. What's out max. loss per trade relative to our capital? (say like it is 2%, then if we invest $10 out of $100, the absolute cut is 20% down)

One more thing to consider, now we mainly consider is the bull market mechanism. Generally, we also need to protect our portfolio against the downturn like say in 2008, 2011, etc.  

More importantly, we need also to have capital to invest when the markets is in bargain. That's what I think it is also important to our portfolio to success.

Yes I think we can keep building our own systems base of each part of questions listed above. We have to discuss more through-fully and follow our own rules. 

Regards,

Henry 

[Henry Chan]

for some of basic screen of 811 at 2011

集團簡介：
　－　集團主要在內地從事出版物及相關產品的生產及發行業務：
　　　（１）產品：向圖書出版商提供輔助支持及服務；
　　　（２）中盤：向出版商、產品分部大批購入出版物，並轉售予圖書批發商、徵訂分部及零售分部；
　　　（３）徵訂：向學校及學生發行教材及教輔；
　　　（４）零售：圖書及影音產品零售。
　－　集團擁有四川省最大的圖書零售網絡，有零售門店近２００家。

Education and publishing theme in china

1. turnover increase rate improved 

from 18.4 -> 20.4%

2. SG&A and expensive grow larger, not so good in controlling the operation parts

3. gross profit improve to 1.1% from 2010, good sign

4. net profit margin down to 11.4%, lowest from IPO

5. enjoy super low tax rate compared with the profit

6. large dividend payout ratio 66% at 2011

新華文軒(00811.HK)公布6月止上半年，收益20.48億人民幣(下同)，按年增加19.2%。錄得純利增長28.6%至2.72億元，每股盈利24分。不派中期息。(de/d)

2012 first half looks good

keep the dividend rate and now buy with 8.75% yield, generous payout ratio

A reason for the hot money to chase this stock

as of 2012 June,

Brandes Investment Partners (value investing firm since 1974) have 5.01% at H share 

and

National Council for the Social Security Fund has 7.99% of it

Together 13% = 57 m share

Total 100% = 440m share

Brandes has just add like 0.05% at 13/10/2012

looks like 正氣 company

not concentrated shares into one ccass

so may be a bit more 街貨

expected to have constant growth 

btw, their IPO price is 5.8 at 2007

dividend 1.38 RMB from 2007

so now should be just break even

　

[Henry Chan]

http://research.investors.com/quotes/nyse-nationstar-mtg-hldgs-inc-nsm.aspx

Have just checked that its around this 52 wk high

March IPO

Company Profile: Nationstar Mtg Hldgs Inc (NSM)

Company Description: PROVIDES NON-BANK RESIDENTIAL MORTGAGE SERVICING WITH A WIDEARRAY OF SERVICING CAPABILITIES ACROSS THE U.S..

9 Nov 3rd Q report

09/11/12

Quarterly And Transition Report Filed Pursuant To Sections 13 Or 15(D) (AMENDMENTS)  Summary Full Filing

10-Q/A

[Henry Chan]

as we may note, DDD just breakout from his 52 wk high

1. can consider to add portion if we can very bull on the markets
   
2. the china construction 390, 1186 already have breakout also, we can keep an eye on building sectors like metallic, building blocks like 2600. 3808

[Henry Chan]

Sorry, for confirmation of breakout of DDD, note that the volume is about 93% of normal day, so see if there's additional funds follow on it. 

We need not confirm its breakout first.

Sent from my iPhone

[David Yeh]

can we have a meeting this week , also MTZ broke out and looks like a good pattern  can we discuss

[David Yeh Jr.]

We need to have some kind of consolidated view of our findings since we last talked.  Can we have a discussion agenda so we can go thru 

1) recently macro development

2) sectors emerged from recent environment

3) selected candidtates which we highlighted.  (henry, please consolidate and provide esp those that we raised in here)

4) other matters

Please feel free to edit the agenda.  Shall we schedule a date and seriously look into this?

--
Communicate. Understand. Resolve. 

[Tommy Chen]

Yes definitely. Next Thursday?

--

Tommy CH Chen

[David Yeh]

Please look at MTZ and tell me how you guys think.  I have lunch and 4pm appt on thrusday.  Can we meet in the morning?

[Henry Chan]

Up to date performance, impressive jump of 8058 today by his 3rd quarter result.

         % from high 52

    2628        96.15%

    3918        94.07%

    459          67.14%

    569         91.67%

    8058        99.73%

    DDD         93.96%

459 is alot lag behind from this upside run

Obama won, looks positive in the day one for DSJ and HSI.

[Henry Chan]

US Exchanges 52 Week HighsFriday, Nov 9th, 2012

US Exchanges 52 Week HighsFriday, Nov 9th, 2012

Filter: 

US Exchanges 

Main View Technical Performance Custom View

Sym	Name	Last	Weighted Alpha	YTD Percent	1-Month Percent	3-Month Percent	1-Year Percent	Links
IMH	Impac Mortgage Holdi	17.33	+178.50	+762.19%	+57.55%	+713.61%	+846.99%
TKMR	Tekmira Pharmaceutic	5.00	+199.70	+233.33%	+35.87%	+35.14%	+203.03%
DDD	3D Systems Corp.	46.00	+177.80	+219.44%	+35.37%	+15.72%	+195.82%
NTK	Nortek Inc	61.85	+162.20	+136.43%	+9.20%	+20.17%	+177.98%
PDFS	Pdf Solutions	14.47	+154.60	+107.60%	+7.50%	+31.79%	+167.96%
CRAY	Cray Inc	13.32	+66.50	+105.87%	+6.56%	+14.04%	+148.97%
FBC	Flagstar Bancorp	16.07	+135.00	+221.40%	+37.35%	+69.16%	+126.34%
VIPS	Vipshop Holdings Lim	11.57	+153.50	N/A	+48.52%	+111.90%	+110.36%
ASR	Grupo Aeroportuario	103.87	+92.80	+85.68%	+14.57%	+18.37%	+90.90%
FLT	Fleetcor Technologie	47.88	+63.00	+60.29%	+4.91%	+19.46%	+77.93%
ADUS	Addus Homecare Corp.	6.22	+71.40	+74.23%	+18.48%	+38.22%	+61.14%
IIJI	Internet Initiative	14.06	+61.90	+58.87%	+4.69%	+30.79%	+53.66%
SSS	Sovran Self Storage	61.20	+47.30	+43.43%	+6.53%	+7.52%	+51.60%
NKBP	China Nuokang Bio	5.60	+63.30	+102.90%	+5.46%	+15.23%	+47.76%
ALGT	Allegiant Travel Com	73.93	+43.80	+38.60%	+10.33%	+10.38%	+46.51%
MYL	Mylan Inc.	25.87	+37.90	+20.55%	+7.48%	+11.03%	+42.93%
AG	First Majestic Silve	23.69	+52.20	+40.68%	+5.57%	+36.54%	+39.03%
TGD	Timmins Gold Corp	3.36	+62.40	+80.65%	+19.57%	+53.42%	+36.03%
TSM	Taiwan Semiconductor	16.36	+28.60	+26.72%	+6.51%	+14.17%	+31.09%
BLL	Ball Corp.	43.85	+22.20	+22.79%	+3.76%	+5.08%	+28.74%
MKL	Markel Corp.	492.25	+27.30	+18.71%	+7.26%	+13.29%	+27.10%
AUY	Yamana Gold	20.13	+34.00	+37.03%	+9.05%	+31.48%	+25.81%
SLF	Sun Life Financial	26.09	+29.10	+40.87%	+8.30%	+19.84%	+23.94%
KYAK	Kayak Software Corpo	39.67	N/A	N/A	+20.10%	+27.64%	+19.56%
ADT	Adt Corporation Comm	43.06	N/A	N/A	+14.83%	+15.54%	+15.54%
ICB	Ms Income Securities	19.34	+11.00	+11.53%	+2.55%	+3.15%	+11.41%
UNAM	Unico American Corp.	12.81	+17.90	+6.31%	+8.47%	+28.10%	+9.49%
OBAF	Oba Financial Servic	15.69	+10.10	+9.41%	+2.82%	+8.21%	+8.96%
SXE	Southcross Energy	23.59	N/A	N/A	+5.55%	+5.55%	+5.55%
HTA	Healthcare Trust Of	10.25	N/A	N/A	+3.12%	+10.69%	+3.33%

Last Friday's new high on US

barchart.com, a nice and clear info for the US stocks

[Tommy Chen]

Any interesting patterns or business models among new high ?

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Tommy CH Chen

[Henry Chan]

in regarding to the DDD selling off in monday,

here are the analysis from Douglus 

http://seekingalpha.com/article/999501-3d-systems-has-the-printer-jammed

[Tommy Chen]

3D Systems Corporation (NYSE:DDD) announced today that it plans to hold a conference call and simultaneous webcast to discuss, fact-check and clarify several materially inaccurate statements and conclusions made in recently published articles related to various matters including its calculation of growth, accounting methods and acquisition activities on Monday, November 19, 2012, at 8:30 a.m. Eastern Time.

"We are aware of certain recent articles and their materially inaccurate and misleading conclusions. We reaffirm the accuracy of our public filings and accounting methods in all respects, and are pursuing legal remedies to hold those responsible parties accountable for what appears to be malicious, irresponsible and self-serving articles. We look forward to discussing, fact-checking and clarifying these inaccuracies for the benefit of our shareholders, customers and partners, who we believe have been irrevocably harmed by these articles," said Abe Reichental, President and CEO of 3D Systems.

Date: Monday, November 19, 2012 Time: 8:30 a.m. Eastern Time Listen via Internet: investor.3dsystems.com Participate via telephone: Within the U.S.: 1-866-543-6407 Outside the U.S.: 1-617-213-8898 Participant code: 18116839

The recorded webcast will be available beginning approximately two hours after the live presentation at investor.3dsystems.com.

Tommy CH Chen