Friday, April 25, 2008

Tracker newsletter adds PE analysis

We have been tracking the stocks of Asian listed B2B media companies since 2001. Today, we added to our Asian Business Media Tracker service a new feature; a weekly report on PE ratios of the companies listed in Asia which we follow.

This is published in the subscriber version of our weekly newsletter. A free version of the newsletter, without the PE tables and many other important features, can be obtained with a sign-up form on our website (at the bottom of the Tracker page....yes, it needs a clearer in progress).

Results of the first week's analysis show that the highest PE of the companies we track is Info Communication (the parent company of Paper Communication Exhibitions) at 137.3. This makes 5th placed Alibaba look quite modest at a mere 66.3. The 'cheapest' stock in our table is Tokyo-listed Xinhua Finance at a bargain 3.1.

Of the 23 stocks we track, 9 have no real PE as they are loss-making.

Thursday, April 10, 2008

BSG announces link with Cue Ball


BSG announces link with Cue Ball

Hong Kong, 10th April: Business Strategies Group Ltd. (BSG), Asia’s only consultancy focusing on the business media, information and events industries, is pleased to announce a new alliance with Cue Ball LLC, advisors and brokers to global media. BSG will assist Cue Ball in the licensing of its client's B2B properties throughout Asia.

For Cue Ball, BSG will represent the B2B properties, brands and services of Nielsen Business Media (, Vance Publishing Corporation ( and BowTie Inc. ( Other trade media groups could be added to BSG's licensing brokerage services in the future.

Cue Ball’s CEO John Cabell commented “the growing markets of Asia obviously represent very exciting opportunities to many international publishers. We are very pleased to be able to work with Paul Woodward and his team at BSG to bring together our portfolio of leading international publishers and their network of contacts across Asia”.

On behalf of BSG, Paul Woodward noted “as Asia’s publishers continue to build their B2B activities, there are many interesting new ways in which they can work together with the well-established publishers in North America and elsewhere in the world who are represented by Cue Ball. We look forward to developing this exciting new part of our business”.

B2B publishers in Asia who are interested in these opportunities should contact BSG CEO Paul Woodward or Director Kim Cheng for more information.

For the full announcement, see the BSG website at

For information, please contact:

Paul Woodward, Principal, Business Strategies Group Ltd.

Tel: +852 2525 6163

e-mail: paul at

John Cabell, CEO, Cue Ball LLC

Tel: +1 (505) 466-4826

e-mail: info at

Tuesday, April 08, 2008

BSG quoted in TradeShow Week article

TradeShow Week magazine in the US has put together a very thorough review of the possible impact of economic slowdown on the exhibitions business. Given the publciation's focus, it naturally concentrates on the US situation. It does, however, also report on the possible impact on China and Editor Michael Hart interview BSG's Paul Woodward, CMP Asia's Michael Duck and CIEC's Zheng Shijun for the article. Highlights:-

“We recorded 30-percent growth in 2006,” Woodward said. “It seems impossible to continue that in '07. If there is any slowdown, it's probably more of a maturing process. In other words, there might be 8- or 9-percent growth instead of 30 (percent).”

“If South China is going to get some slowdown in manufacturing because of a slowdown in orders from the U.S., then there could be something latent to care about,” Duck said.

The China Import & Export Fair, better known as the Canton Fair, takes place April 15-30 in Guangzhou, and sections of the China Sourcing Fair take place April 12-15 and April 20-23 at AsiaWorld-Expo in Hong Kong.

“Those are entirely driven by exports,” Woodward said. “The attendance figures there will be very interesting to watch.”

“It's still a little early to tell,” Woodward said. “We're just getting into the main trade fair season.”

But go ahead and read the whole piece. It's very interesting.