2008年9月18日星期四

Healthcare

Mindray Medical (NYSE:MR)
Mindray is ideally positioned to benefit from several of the most significant socioeconomic trends in the 21st century.
1 china's economic emergence and health care industry reform
2 greying of the population in developed countries
3. rising health care costs around the world

Mindray is the #1 medical devices company in China and is growing swiftly in the global medical device and laboratory instrument industry, which already rakes in $80 billion a yr.
The company manufactures and sells more than 40 medical devices in 3 biz segments: patient monitoring devices, diagnostic lab instruments and ultrasound imaging systems.

Agriculture, fertilizer

Potash (NYSE:POT)


known simply as Potash Corp, it is the world largest fertilizer producer. With 22 % of the world's overal potash capacity and 75 % of its excess capacity, Potash will play an essential role in global agriculture for yrs to come.



Mosaic (NYSE:MOS)

the world second largest fertilizer producer, which gets nearly 10 % of its business from China, a number that has plenty of room for growth given China's explosive demand.


manufacuturing

Foxconn (Taiwan: 2354.TW) facility in Shenzen is a model for production that the rest of world should envy. Foxconn is the trade name for Hon Hai Precision Industry Company, currently the world's biggest manufacturer of electronics. Its founder, Terry Gou, has transferred so much of his company's manufacturing from Taiwan to China that Foxconn is now the largest exporter in Mainland China.

According to a study from UBS AG, China earns only $0.35 each on Barbie dolls that retail for $20 in US.

Traits to watch out:
1. It must have shown sustainable growth in a growing industry
2. It must havfe a product that cannot be easily duplicated. PG is an example of a company whose operations are so large they cannot be easily taken down by copycats.
3. It must operate in a heavily regulated or controlled industry in which it has a strong advantage, usually in the form of protection offered by the government.

China Real Estate

E-House (NYSE:EJ)
founded in 2000, E-House is one of China's leading real estate service companies.
It has a large scope of services, good brand recognition, and a strong geographic presence. The company provides primary real estate agency services, secondary real estate brokerage services, as well as real estate consulting and information services.

Solarwatch

Trina Solar (TSL)
China Sunergy (Nasdaq: CSUN)
LDK Solar ( NYSE: LDK)
Yingli Green Energy (NYSE: YGE)
JA SOlar (Nasdaq: JASO)

Person

Yang Huiyan

who holds the majority of stock in Country Garden, a real estate dev compnay founded by her father. Yang went to school at Ohio state University, returned to China and now is worth 5x more than Donald Trump.



Dr Shi Zhengrong left his home in Wuxi to study physics and solar energy at Australia's University of New South Wales. After receiving his PhD, he returned to China with $200k in savings. In 2001, with some additional venture capital, he started Suntech Power Holdings (NYSE:STP) to produce solar power products. Today, just 7 yrs later, Suntech has a market cap of $11 billion and Shi is a billionaire 5x over.


















Michael Yu
His parents were both farmers in a rural Chinese village, and his father built a pen for their pigs from rubble and stones. Yu taught himself English as a teenager, and then left his village to attend Peking University. Upon graduation, he took a job teaching English for $12 a month. After failing to get a student visa for postgraduate studies in US, Yu started a test preparation school for other Chinese students who also desired to study abroad. He founded New Oriental Education and Technology Group (NYSE:EDU), the leading English test preparation company in China, and today 45 yr old is worth more than half a billion dollars.

Huang Guangyu
36, grew up poor in Guangdong province and spent his childhood selling plastic bottles to make money. At the age of 16, he went to Beijing and set up a roadside stall. there he sold electronics that he bought cheaply from factories in his hometown. That stall led to the creation of GOME Electrical Appliances (0493.HK) which is now one of China's leading electronics stores.

Jason Jiang
Founder of advertising firm Focus Media (Nasdaq:FMCN), 34 yr old is a Shanghai native started out as a literature student at Huadong Normal University and then saw the potential for selling advertisiing on video screens placed in strategic locations like grocery stores and elevators. He created Focus Media to do just that and now more than 90k of his company screens are found in nearly 100 cities in China.

Zhang Yin
richest self-made woman in the world. was born in Heilongjiang province during the Cultural Revolution, the daughter of a solder, moved to hk and started a company that bought waste and recycled paper, much of it from the US. Her company Nine Dragon Paper (2689.HK) used the paper to manufacture cardboard boxes for use by Chinese companies.

Zhu Jun
entrepreneur behind The9 (Nasdaq:NCTY) one of China's innovative online gaming companies. In 2004, he acquired the rights to operate the world's most po;ular multiplayer game World of Warcraft (WoW) in China. The success of WoW has made Zhu a wealthy man. At age 41, he is also the owner of a professional soccer team in Shanghai, is known for offering his players cash incentives to encourage them to play better.

James Liang
won China first national computer programming contest at age 13, and then headed to US to attend Georgia Tech. He worked for software giant Oracle before returning to Shanghai and found travel company Ctrip with 3 former classmates. Using a $250k investment, Liang built Ctrip into China's leading online travel web site.

In general, there are 4 categories of entrepreneurs.
Bureaucrats
Multinationals
Technocrats
Cowboys



Region



Beijing




周云帆: cofounder of KongZhong (Nasdaq: KONG)


announces on August 18 that its co-founder Zhou Yunfan will resign as chief financial officer (CEO) because of personal reasons, effective from October 13, 2008.


Mr. Zhou will continue working as chairman of the board for the Chinese wireless value-added service company after the resignation. Nick Yang, co-founder, president and chief technology officer for the company, has been elected as vice chairman of the board, effective immediately. The Nasdaq-listed company will select a new CEO from some candidates in the near future.
Educated in Tsinghua University and Stanford University, Mr. Zhou created KongZhong Corporation with Mr. Yang in 2002 and got the company listed on the Nasdaq on July 10, 2004. He co-founded ChinaRen Inc., an Internet portal and community company, in 1999 and took the positions as chief operating officer and general manager at the company until October 2000, when ChinaRen was merged by Sohu.com Inc. (NASDAQ:SOHU).




Built himself a $110 million personal fortune by the time he turned 30. Zhou is the nephew of China's prominent central bank governor, Zhou Xiaochuan.


Focus Media (Nasdaq: FMCN)

which advertises luxury goods on monitors in Beijing's office buildings and other public places, has had a remarkable run over the past several years. Know your market and then capitalize it.

This is as true in business as it is in investing.


Shanghai

Roger Wang .. amassed 1.1 billion fortune in 10 yrs by building a retail and real estate empire in second-tier cities along China's eastern coastline.



Golden Eagle International Group is a diversified group specializing in real estate, retail, auto and high tech sectors. The group¡¯s operations are steadily growing throughout China. The story began when Mr. H. Roger Wang, the group's Chairman & CEO, visited Nanjing in 1991. He immediately sensed a great opportunity was presented for participation in the historic revitalization process. With the Nanjing City government's support, Golden Eagle International participated in the master plan to construct a new image for the City of Nanjing. The eagle took flight.Shortly thereafter Golden Eagle International built the landmark 60 story G.E. International Plaza. This is the tallest skyscraper in the Jiangsu Province. The ancient face of Nanjing was given a towering modern look. Over the years, the group has successfully set up operations and built many projects in various cities including Nanjing, Shanghai, Kunming and Guangzhou. This stable growth environment has been made possible by an unrelenting commitment to provide the highest quality services and products to each customer and on every project. To accomplish this, the group utilizes expert management personnel and continually implements state of the art information systems suited to modern enterprise management. The group puts particular emphasis on sound financial practices to secure plenty of capital resources to the group¡¯s secure and stable growth. The group continually reinforces its core capacities through training, innovation, technology supported by wise investment strategies. The group¡¯s focus on a healthy growth strategy has made it possible for Golden Eagle International to safely and strongly spread its wings in the markets it participates. While attaching particular importance to its roots in the Yangtze Delta and the big cities of Nanjing and Shanghai, the group is actively expanding its operations in other appropriate markets. The group continually looks to develop quality real estate projects, open new shopping centers, establish long-term and intermediate-term land reserves, promote high-tech industries through components such as Golden Eagle Software and Golden Eagle Medicine, in addition to moving forward rapidly through Golden Eagle Auto Group to meet the country's appetite for automotive products.
Golden Eagle International, with an efficient blend of international specialties and Chinese features taken into consideration, is fully competitive in rivaling with other trans-national enterprises.