503 HK:
-- wanted to buy at 2+HKD. Private company, will be acquired, or just cheap assets to be acquired when it is low. although bumpy, still available assets, (not for holding long, but short term....) see the SNG listed Landwind now in jan 2007
-- but for speculation purpose, i may not be able to pass Larry's questions.
-- Therefore want to wait to buy after Q2 bad result coming out, but the corporate buyers will not wait then...
Landwind:
-- view as some people think it is the bottom, or worst will be over soon?
8HK:
-- valuable assets too, but strategic acquirers are always one step faster. Also did not realise financial buyers can buy first, then pick up good assets. thought it will be difficult for a corp buyer to buy it all for a mall portion meaningful aseets.
-- also very stable CF, (very important to PE)
NTES:
$ 17.23
763 ZTE:
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