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Tuesday, November 16, 2010

some thoughts on Chinese ADRs

It's amazing to see how frequently some Chinese ADRs got investigated for accounting fraud. If there are real fraud what were the auditing firms (IPO time) for these firms doing? Shame on them. Most recent ones are RINO, ONP, FUQI. They all have unbelievable growth if judging from their accounting numbers. I did look at ONP before by reading 10K and calculate financial ratios. The inventory turnover is crazily higher than all chinese peers and US ones (5 to 10 times higher). And the company borrowed money from CEO, etc. All kinds of strange stuff. I have to wonder who would want to be the investors on these stock. Probably at this stage only day traders are left in play.

This is common for other foreign ADRs as well. I would say find the ones making sense and don't believe in too good to be true numbers.

BTW, the market has another down day. And people think S&P500 will go down to 1165 then bounce back up; it's the 50 day moving average. It will be a 5% correction then. It's amazing to see how the market trades technically among the past few months. Is it really the high frequency trading effect?

1 comment:

  1. Rino's fraud is confirmed.

    http://seekingalpha.com/article/238006-prepare-for-the-rino-fallout?source=email_the_daily_dispatch

    ReplyDelete