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ZITAT »Wir ersticken in der Datenflut.«

    Derzeit operiere ich lediglich aus der weit entfernten Deckung heraus

    verfasst von HuangJin E-Mail, 13.09.2012, 04:28
    (editiert von HuangJin, 13.09.2012, 04:33)

    > An welche Titel bzw. Profiteure im Konsumumfeld denkst Du konkret? Belle
    > International, Tencent, Mindray ....?
    > Oder doch einen Aktienfonds wie den FIDELITY FUNDS - CHINA CONSUMER FUND
    > (ISIN LU0594300096, WKN A1JH3G)? (wobei mir bei diesem Fonds die laufenden
    > Kosten von rund 2 % pro Jahr zu hoch sind)
    >
    Moin Palstek,
    im Moment habe ich keine einzige konkrete Aktie auf dem Radarschirm, ich habe da noch keine Zeit in Einzeltitelanalyse investiert, denn ich halte eine Investition in chinesische Binnenkonsumtitel für um Jahre zu früh. Wenn meine o.a. Prognose mit dem Anpassungsschock korrekt ist, werden wir die Binnenkonsumtitel in ein paar Jahren erheblich preiswerter kaufen können als heute. Besser gesagt, diejenigen Titel, die den Schock überhaupt überlebt haben. Dann hoffe ich, genügend Eier in der Hose zu haben, um da preisgünstig inmitten des Chaos zuzuschlagen...

    Welche Titel das sein werden, kann heute daher m.E. noch niemand wissen. Ich persönlich neige eher zu ausgewählten Einzeltiteln denn zu Fonds, aber das ist eine rein subjektive Entscheidung des einzelnen Investors.

    Ich habe Dir noch eine recht aktuelle Liste beigefügt von chinesischen Unternehmen, die mehr oder weniger binnenkonsumlastig operieren, vielleicht findest Du das hilfreich. Und um "Oooohhhh, wie kannst Du nur diesen Titel empfehlen, HuangJin!?" - Antworten mancher Foris vorzubeugen: das ist eine völlig unintelligent gefilterte Liste aus meiner Datenbank, und keinesfalls eine Empfehlung in irgend einer Art. Und dann ist da noch die Frage, ob der einzelne Titel überhaupt von Ausländern erworben werden darf, und ob er für Euch via deutsche Handelsplätze erreichbar ist.

    LG,
    HuangJin

    AgFeed Industries Inc Food Processing
    Ajisen (China) Holdings Ltd Restaurants
    American Lorain Corp Food Processing
    Angel Yeast Co Ltd Food Processing
    Anhui Golden Seed Winery Co Ltd Beverages (Alcoholic)
    Anhui Taiyang Poultry Co Inc Food Processing
    Ausnutria Dairy Corp Ltd Food Processing
    AutoChina International Ltd Retail (Specialty)
    Baida Group Co Ltd Retail (Department & Discount)
    Baotou Huazi Industry Co Ltd Food Processing
    BaWang International (Group) Holding Ltd Personal & Household Prods.
    Beijing Bashi Media Co Ltd Retail (Specialty)
    Beijing Capital Retailing Group Co Ltd Retail (Department & Discount)
    Beijing Capital Tourism Co Ltd Personal Services
    Beijing Hualian Hypermarket Co Ltd Retail (Grocery)
    Beijing Sanyuan Foods Co Ltd Food Processing
    Beijing Urban Rural Trade Centre Co Ltd Retail (Grocery)
    Beijing Wangfujing Department Store (Group) Co Ltd Retail (Department & Discount)
    Besunyen Holdings Co Ltd Food Processing
    Bona Film Group Ltd Motion Pictures
    Bright Dairy & Food Co Ltd Food Processing
    Chang Chun Eurasia Group Co Ltd Retail (Department & Discount)
    ChangChun Department JiTuan Store Co Ltd Retail (Department & Discount)
    Chengshang Group Co Ltd Retail (Department & Discount)
    Changshouhua Food Co Ltd Food Processing
    China Cyts Tours Holding Co Ltd Personal Services
    China Electronics Holdings Inc Retail (Specialty)
    China Essence Group Ltd Food Processing
    China Fiberglass Co Ltd Personal & Household Prods.
    China Fruits Corp Beverages (Nonalcoholic)
    China Huiyuan Juice Group Ltd Beverages (Nonalcoholic)
    China International Travel Service Corp Ltd Personal Services
    China Jo-Jo Drugstores Inc Retail (Drugs)
    China Kangtai Cactus Bio Tech Inc Food Processing
    China Liansu Group Holdings Ltd Personal & Household Prods.
    China Longyi Group International Holdings Ltd Beverages (Alcoholic)
    China Marine Food Group Ltd Food Processing
    China Minzhong Food Corp Ltd Food Processing
    China Modern Dairy Holdings Ltd Fish/Livestock
    China National Medicines Corp Ltd Retail (Drugs)
    China Nepstar Chain Drugstore Ltd Retail (Drugs)
    China Nutrifruit Group Ltd Food Processing
    China Ouhua Winery Holdings Ltd Beverages (Alcoholic)
    China Redstone Group Inc Personal Services
    China Tontine Wines Group Ltd Beverages (Alcoholic)
    China United Travel Co Ltd Personal Services
    China Vitup Health Care Holdings Inc Healthcare Facilities
    China Yurun Food Group Ltd Food Processing
    China ZhengTong Auto Services Holdings Ltd Retail (Specialty)
    Chongqing Brewery Co Ltd Beverages (Alcoholic)
    Chongqing Department Store Co Ltd Retail (Department & Discount)
    Citic Guoan Wine Co Ltd Beverages (Alcoholic)
    COFCO Tunhe Co Ltd Food Processing
    Concord Medical Services Holdings Ltd Healthcare Facilities
    Country Style Cooking Restaurant Chain Co Ltd Restaurants
    Ctrip.Com International Ltd Personal Services
    Dahu Aquaculture Co Ltd Fish/Livestock
    Dalian Sunasia Tourism Holding Co Ltd Recreational Activities
    Dashang Co Ltd Retail (Department & Discount)
    Dongsheng Pharmaceutical International Co Ltd Retail (Drugs)
    Dukang Distillers Holdings Ltd Beverages (Alcoholic)
    E Commerce China Dangdang Inc Retail (Catalog & Mail Order)
    Eastern Gold Jade Co Ltd Retail (Specialty)
    eLong Inc Personal Services
    Evergreen International Holdings Ltd Retail (Apparel)
    Feihe International Inc Food Processing
    Fortune Ng Fung Food (Hebei) Co Ltd Food Processing
    Fujian Dongbai (Group) Co Ltd Retail (Department & Discount)
    Fujian Yanjing Huiquan Brewery Co Ltd Beverages (Alcoholic)
    Gansu Mogao Industrial Development Co Ltd Beverages (Alcoholic)
    Gansu Ronghua Industry Group Co Ltd Food Processing
    GFR Pharmaceuticals Inc Healthcare Facilities
    Global Pharm Holdings Group Inc Fish/Livestock
    Goodbaby International Hldg Ltd Recreational Products
    Hai Nan Yedao (Group) Co Ltd Beverages (Alcoholic)
    Hainan Island Construction Co Ltd Retail (Department & Discount)
    Haitong Food Group Co Ltd Food Processing
    Hangzhou Jiebai Group Co Ltd Retail (Department & Discount)
    Harbin Churin Group Jointstock Co Ltd Retail (Department & Discount)
    Harbin Gong Da High Tech Enterprises Development Co Ltd Food Processing
    Harbin High Tech (Group) Co Ltd Food Processing
    Hebei Hengshui Laobaigan Liquor Co Ltd Beverages (Alcoholic)
    Henan Lotus Flower Gourmet Powder Co Ltd Food Processing
    Henan Rebecca Hair Products Co Ltd Personal & Household Prods.
    Hengan International Group Co Ltd Personal & Household Prods.
    Hit Shouchuang Technology Co Ltd Retail (Department & Discount)
    Huiyin Household Appliances (Holdings) Co Ltd Retail (Specialty)
    Hunan Jinjian Cereals Industry Co Ltd Food Processing
    Hunan New Wellful Co Ltd Fish/Livestock
    Inner Mongolia Yili Industrial Group Co Ltd Food Processing
    Intime Department Store (group) Co Ltd Retail (Department & Discount)
    Jiangsu Gaochun Ceramics Co Ltd Personal & Household Prods.
    Jiangsu Hengshun Vinegar Industry Co Ltd Food Processing
    Jiangsu Hongtu High Technology Co Ltd Retail (Technology)
    Jiayuan.com International Ltd Personal Services
    Jointown Pharmaceutical Group Co Ltd Retail (Drugs)
    Jonjee Hi-Tech Industrial and Commercial Holding Co Ltd Food Processing
    Kweichow Moutai Co Ltd Beverages (Alcoholic)
    Lanzhou Minbai Shareholding(Group)Co Ltd Retail (Department & Discount)
    Lentuo International Inc Retail (Specialty)
    Lianhua Supermarket Holdings Co Ltd Retail (Grocery)
    Liaoning Cheng Da Co Ltd Retail (Drugs)
    Lifan Industry (Group) Co Ltd Recreational Products
    Linkwell Corp Personal & Household Prods.
    Little Sheep Group Ltd Restaurants
    Liuzhou Liangmianzhen Co Ltd Personal & Household Prods.
    Magic Holdings International Ltd Personal & Household Prods.
    Maoye International Holdings Ltd Retail (Department & Discount)
    Mecox Lane Ltd Retail (Catalog & Mail Order)
    Nanjing Central Emporium (Group) Stocks Co Ltd Retail (Department & Discount)
    Nanjing Xinjiekou Department Store Co Ltd Retail (Department & Discount)
    Nanning Department Store Co Ltd Retail (Department & Discount)
    New Dragon Asia Corp Food Processing
    Ningbo United Group Co Ltd Personal & Household Prods.
    Orient Petroleum and Energy Inc Recreational Products
    Pang Da Automobile Trade Co Ltd Retail (Specialty)
    Parkson Retail Group Ltd Retail (Department & Discount)
    PCD Stores (Group) Ltd Retail (Department & Discount)
    People's Food Holdings Ltd Food Processing
    Prince Frog International Holdings Ltd Restaurants
    Rodobo International Inc Food Processing
    Sanjiang Shopping Club Co Ltd Retail (Grocery)
    Sanlian Commercial Co Ltd Retail (Technology)
    Sdic Zhonglu Fruit Juice Co Ltd Beverages (Nonalcoholic)
    Shanda Games Ltd Recreational Products
    Shandong Hiking International Co Ltd Recreational Products
    Shandong Homey Aquatic Development Co Ltd Fish/Livestock
    Shandong Jiufa Edible Fungus Co Ltd Food Processing
    Shanghai Jahwa United Co Ltd Personal & Household Prods.
    Shanghai Jinfeng Wine Co Ltd Beverages (Alcoholic)
    Shanghai Jinjiang International Travel Co Ltd Personal Services
    Shanghai Join Buy Co Ltd Retail (Department & Discount)
    Shanghai Kaichuang Marine International Co Ltd Fish/Livestock
    Shanghai Lansheng Corp Recreational Products
    Shanghai Maling Aquarius Co Ltd Food Processing
    Shanghai Oriental Pearl (Group) Co Ltd Recreational Activities
    Shanghai Yimin Commerce Group Co Ltd Retail (Department & Discount)
    Shanghai Yuyuan Tourist Mart Co Ltd Retail (Department & Discount)
    Shanxi Xinghuacun Fen Wine Factory Co Ltd Beverages (Alcoholic)
    Shenguan Holdings (Group) Ltd Food Processing
    Shenyang Commercial City Co Ltd Retail (Department & Discount)
    Shirble Department Store Holdings (China) Ltd Retail (Department & Discount)
    Sichuan Swellfun Co Ltd Beverages (Alcoholic)
    Sichuan Tuopai Shede Wine Co Ltd Beverages (Alcoholic)
    Silver Plaza Group Co Ltd Retail (Department & Discount)
    Sino Grandness Food Industry Group Ltd Food Processing
    Sinomach Automobile Co Ltd Retail (Specialty)
    SkyPeople Fruit Juice Inc Food Processing
    HB Global Ltd Food Processing
    Springland International Holdings Ltd Retail (Grocery)
    Starlake Bioscience Co Inc Zhaoqing Guangdong Food Processing
    Sumpo Food Holdings Ltd Food Processing
    Sunny Loan Top Co Ltd Retail (Department & Discount)
    Synear Food Holdings Ltd Food Processing
    Tanke Biosciences Corp Food Processing
    Taomee Holdings Ltd Motion Pictures
    Tenfu (Cayman) Holdings Co Ltd Food Processing
    Tianjin Quanyechang(Group)Co Ltd Retail (Department & Discount)
    Tianli Agritech Inc Fish/Livestock
    Tibet Tourism Co Ltd Personal Services
    Tingyi (Cayman Islands) Holding Corp Food Processing
    Tonghua Grape Wine Co Ltd Beverages (Alcoholic)
    Tongwei Co Ltd Food Processing
    Top Choice Medical Investment Co Inc Healthcare Facilities
    Tsingtao Brewery Co Ltd Beverages (Alcoholic)
    Tsingyuan Brewery Ltd Beverages (Alcoholic)
    Twt Group Ltd Personal & Household Prods.
    Uni President China Holdings Ltd Fish/Livestock
    United Food Holdings Ltd Food Processing
    Universal Travel Group Personal Services
    V V Food & Beverage Co Ltd Food Processing
    Walcom Group Ltd Food Processing
    Want Want China Holdings Ltd Food Processing
    Wenfeng Great World Chain Development Corp Retail (Department & Discount)
    Wuhan Hanshang Group Co Ltd Retail (Department & Discount)
    Wuxi Commercial Mansion Grand Orient Co Ltd Retail (Specialty)
    Xiamen C&D Inc Retail (Department & Discount)
    Xin Jiang Hops Co Ltd Beverages (Alcoholic)
    Xinjiang Guannong Fruit & Antler (Group) Co Ltd Food Processing
    Xinjiang Yilite Industry Co Ltd Beverages (Alcoholic)
    Xinjiang Youhao (Group) Co Ltd Retail (Department & Discount)
    Xiwang Sugar Holdings Co Ltd Food Processing
    Yanglin Soybean Inc Food Processing
    Yashili International Holdings Ltd Food Processing
    Yayi International Inc Food Processing
    Yinchuan Xinhua Department Store Co Ltd Retail (Department & Discount)
    Yonghui Superstores Co Ltd Retail (Grocery)
    Youcan Foods International Ltd Food Processing
    Yuhe International Inc Food Processing
    Zhe Jiang Daily Media Group Co Ltd Personal & Household Prods.
    Zhejiang Guyuelongshan Shaoxing Wine Co Ltd Beverages (Alcoholic)
    Zhejiang Material Industrial Zhongda Yuantong Group Co Ltd Retail (Specialty)
    Zhongpin Inc Food Processing
    Zhongsheng Group Holdings Ltd Retail (Specialty)

    ---
    故福之為禍,禍之為福,化不可極,深不可測也。 Thence, good fortune turns into bad fortune, and bad fortune turns into good fortune. These changes never reach an end, their complexity can never be fathomed.

    

    gesamter Thread:

  • Na, DAS ist doch mal ein echter Langfristchart: Relatives weltweites Bruttosozialprodukt seit Christi Geburt - HuangJin, 11.09.2012, 06:30

Wandere aus, solange es noch geht.


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