Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (131499)	3/6/2017 6:32:28 AM
From: TobagoJack	Respond to of 217617

re <<China is not rattling anything: How about these postings of your about: tanks, satellite killers, aircraft killers, laser weapons, supersonic jets. And how about the 7% defense budget in line with GDP growth. If this aren't saber rattling I do not know what it is.>> ... in your language, value-add export-oriented defence technology; so, yes, you do not know what rattling is russia rattles, and usa rattles, but china merely seeks to up value-adds and to btw trade same value-adds, as a btw to what china needs getting done anyway. got it? if not, understandable. re <<How can it reclaim a sea? The sea was infested with pirates at the end of the 15th century and the Portuguese blasted them out of the south China sea (because the Portuguese had cannons on their boats) and were paid for the south China sea clean up with Macau till end of 20th century. Only when the English appeared and found HK deep water harbors better than Macau they decided to use HK. I am not the one who seem not to know history here.>> ... unsure what you are going on about, but doesn't seem to matter. china is now positioning to clear the sea of pirates. re <<Trading Nations are unwarlike. Well that is what Joseph Schumpeter taught us>> ... so, you think joseph has teachings to impart? interesting. telling. here is something to learn, that unwarlike nations trade. re <<Chinese should open their minds and open up for the west. That is exactly what the rich Chinese people are doing. Leaving the Chinese fantasies and chimeras for the lower castes.>> ... you are confusing finishing school w/ basic education. but is understandable that you do so.

To: elmatador who wrote (131499)	3/6/2017 6:44:25 AM
From: TobagoJack	Respond to of 217617

s.korea studying anew how to be a trading nation scmp.com Chinese boycott over anti-missile system triggers US$3.3b sell off in Korean retail groupsChina’s boycott of South Korean goods over the planned installation of a US-backed missile shield has wiped billions of dollars of market value off Korea’s largest retail conglomerates in just a few days. AmorePacific Corp, the Seoul-based cosmetics behemoth that counts Laneige, Sulwhasoo and Etude House in its brand portfolio, has lost 20 per cent in market capitalisation, equal to three trillion Korean won (US$2.6 billion), since Monday last week, the same day Lotte Group, a Korean confectionary-to-mall conglomerate, agreed to supply land to host the anti-missile system, known as THAAD. On Friday, shares in the lipstick maker slumped as much as 12 per cent, the company’s largest intraday decline in at least decade, after reports that Beijing had banned Chinese tour groups from visiting South Korea as part of its retaliation against THAAD, which has been strongly opposed by Beijing on national security concerns. “All eyes are now on what Beijing is doing next. It seems that they are taking new measures every day... what if they decide to shut down Korean businesses altogether next?,” said a Seoul-based investment strategist, who declined to be identified due to the sensitive nature of the subject. “We are worried that the tensions are only going to intensify.” All eyes are now on what Beijing is doing next. It seems that they are taking new measures every day Seoul-based investment strategist Although aimed at protecting South Korea from potential missile strikes by the North – the two Koreas are still technically at war – THAAD’s radar can detect aircraft movements inside China, exposing Chinese military secrets to South Korea’s American ally. Investors also dumped shares in major Korean duty free store operators, with Lotte Shopping Co. plunging 10 per cent and department store giant Shinsegae Inc losing 11 per cent over the last four trading sessions. China’s online boycott puts Lotte in cross hairs amid THAAD row The three Korean consumer conglomerates have seen a combined 3.9 trillion won (US$3.3 billion) in market value evaporate since last Monday, according to South China Morning Post calculations. “If you look at the Kospi stocks that dropped over 10 per cent these past few days, you will have a sense of what companies are being hit the most by the deteriorating relations [between China and South Korea],” the investment strategist said. The immense popularity of Korean dramas such as Descendants of the Sun and pop stars like Song Hye-kyo and Kim Soo-hyun have triggered an influx of Chinese tourists to South Korea over the last few years. The K-pop craze also fuelled exponential sales of AmorePacific’s products ranging from lipsticks to eyeliners, which translated into a more than tripling of its share price between 2013 and 2015. But Korean multinationals have recently been among the first to pay the price of a government-orchestrated boycott campaign in China against Korean products and services, first spearheaded by mainland state media but later spreading to the country’s consumers as well as the business community. Some brick-and-mortar Chinese retailers and online shopping platforms have removed everything under the Lotte brand – from cosmetics to candy – from their physical and digital shelves. Already, more than 10 of Lotte’s Chinese outlets have been closed after inspections by authorities, according to Reuters. The public backlash has escalated to a level where dozens of citizens protested in front of a Lotte outlet in northeastern Jilin province over the weekend, chanting slogans demanding pulling of Korean goods. Market observers have raised concerns that the retail revolt against Korean entities may pass on costs to thousands of Chinese workers as Lotte, for example, employs over 20,000 people in China, its biggest overseas market. South Korea, US forces begin joint military drills amid THAAD missile tensions with Beijing Meanwhile, a possible travel ban on Chinese visiting Korea could bring further pain to the country’s retailers, particularly duty free store operators such as Lotte. On Friday, China’s tourism administration issued a notice regarding “an increase in incidents” where Chinese holidaymakers had been refused entry to South Korea’s visa-free Jeju island, warning citizens to “pick your destination with caution”. Last week, South Korea’s semi-official Yonhap news agency reported Beijing had requested local travel agencies to stop selling group tours bound for South Korea. No results appeared for searches for “Korea package tours” on popular mainland travel website Tuniu. Korea was nowhere to be found as an overseas destination on the homepage of Ctrip, China’s biggest online travel portal, despite the country having long been among the top five overseas magnets for Chinese travellers. Both Ctrip and Tuniu couldn’t be reached for immediate comment. South Korea boasts the world’s largest duty free retail empire but it is highly reliant on big spenders from China, who account for about 70 per cent of total sales. However, some experts believe the economic pain will be short-lived on hopes that the resentment will die down, similar to what happened to Japanese companies in the aftermath of sovereignty disputes over the Diaoyu islands, known as Senkaku in Japan. “There are always ups and downs in Chinese relations with its Asian neighbours. Chinese are still flooding to Japan for vacations regardless of the many unresolved problems between the two governments,” said Zhao Huanyan, chief knowledge officer with hospitality and leisure consultancy Hotelsolutions Consulting. “Of course, they need time to digest.”

To: elmatador who wrote (131499)	3/6/2017 6:49:37 AM
From: TobagoJack	Respond to of 217617

effectively the china company arising out of the navy buys a german airport in win win trade trade buy buy ala obor scmp.com HNA to buy majority stake in Hahn airport in Germany HNA Group, the Chinese conglomerate which owns Hainan Airlines, has agreed to buy a majority stake in Frankfurt-Hahn Airport in Germany for €15 million (US$, as part of its drive to expand its transportation portfolio. It has signed what parties are both calling a definitive agreement with the Rheinland-Palatinate Ministerial Council to acquire an 82.5 per cent equity interest in Frankfurt-Hahn Airport, according to a statement issued by HNA Airport Group GmbH, a wholly-owned subsidiary of HNA Airport, another subsidiary of the group. The transaction is expected to close in the second quarter of 2017, subject to certain regulatory approvals, it said. “Adding a world-class asset and major European cargo hub like Frankfurt-Hahn Airport to our transportation portfolio is consistent with HNA Group’s strategy of enhancing our leading global platform.” The proposed deal marks the latest in a string of overseas acquisitions by the ambitious privately run Chinese conglomerate which, under the stewardship of chairman Chen Feng, has grown into a group with more than 600 billion yuan (HK$677.9 billion) in assets, as of September last year. The deal, if it goes ahead, will help take the owner of Hainan Airlines a step closer to becoming one of the world’s top 100 companies. The federal state of Rhineland-Palatinate had previously agreed to sell the loss-making Hahn airport, a former military base now used mainly by Ryanair. Hahn is around 120 kilometres from Frankfurt, Germany’s largest airport, but unlike Frankfurt, it has a 24-hour operating licence, making it attractive for freight flights. Hainan-based HNA Airport is a global leader in the airport service operation business, specialising in airport investment, construction, and operations management. HNA Airport has already established management operations and relationships with 13 airports worldwide. HNA Group, which owns hotels and golf courses in addition to its control of Hainan Airlines, recently spent HK$19.77 billion for three parcels of residential land in Hong Kong’s Kai Tak, the city’s former airport.