china internet stocks posts
FeedPosted Feb 8th 2011 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy
"NetEase (NTES) fits right into the theme of rapidly expanding Internet revenues and profits in China," says Jim Trippon.
The editor of the China Stock Digest explains, "At least 450 million Chinese are now online. Online gaming has 265 million users and is expected to gross over $4 billion over the past year.
"This company has a wide offering of products, even though it is mostly known to western investors as a gaming platform. In fact, NetEase falls into all of the major categories of web revenue generation with significant ad sales, a home page service similar to Yahoo, email, search and a new online B2C (business to consumer) shopping presence.
Continue reading NetEase (NTES): China's Expanding Internet
Posted Oct 20th 2010 12:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy
"Our latest recommendation is a bet on China through SINA Corp. (SINA), a leading Chinese online media services provider," says international investing specialist Nicholas Vardy.
The editor of The Global Bull Market Alert explains, "Up until relatively recently, Sina's services were similar to other portals in China. But its Sina Weibo, a new twitter-like micro-blogging service, has caught users' (and investors') attention.
"First, unlike Twitter, Sina Weibo is in Chinese, giving it a big edge with local users. It also allows users to attach pictures, video and audio to their postings -- something you can't do easily with Twitter.
Continue reading SINA (SINA): Micro-Blogging in China
Posted Aug 4th 2010 2:20PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy

"Baidu (
BIDU), a Chinese-language Internet search provider, has been one of the strongest in the stock market for the past few years," notes technician
Leo Fasccioco, who specializes in stocks that are breaking out of basing patterns.
The editor of
The Ticker Tape Digest explains, "The stock, which recently split 10-for-1, has broken out from a 12-week flat base today. We now rate BIDU as an excellent intermediate term play.
"The company conducts its operations in China principally through Baidu Online Network Technology (Beijing) Co., Ltd. BIDU offers a Chinese-language search platform; the company also launched a Japanese search service.
Continue reading Baidu (BIDU): A Breakout Buy?
Posted May 27th 2010 3:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy
"In our opinion, Chinese Internet search company Baidu (BIDU) remains the top growth stock in the market," says growth stock investor Mike Cintolo.
In Cabot Top Ten, a newsletter service that each week assesses the market's 10 strongest stocks based on technical performance, he explains, "The big idea with Baidu, of course, is online search in China, an industry that's probably where the U.S. market was back in the mid 2000s, before a few years of mega-growth.
Continue reading Bet on Baidu (BIDU): Online in China
Posted Jun 15th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Internet, China, Newsletters, Stocks to Buy
This post is part of a featured report on stocks in the Chinese online gaming sector.
"China's online gaming market is slated to surge," says Andy Obermueller, an analyst with Street Authority's newly-launched advisory service, Government-Driven Investing.
"In China, internet users understand and embrace the 'come, stay, pay' model; that's where a site allows users to access a few things for free, but they have to pony up for the good stuff.
"This works particularly well with games. One of the leaders in this space is Shanda Interactive Entertainment (NASDAQ: SNDA). Gamers at its site use prepaid cards -- available at more than 320,000 vendors -- to add money to player accounts that can be used to access all of the features of its games.
Continue reading China online gaming: Another vote for Shanda (SNDA)
Posted Jun 14th 2009 10:00AM by Steven Halpern (RSS feed)
Filed under: Internet, China, Newsletters, Stocks to Buy
This post is part of a featured report on stocks in the Chinese online gaming sector.
John Reese assesses stocks based on the criteria of a select group of well-known investors with very strong track records of long-term success.
In his Validea advisory, he looks at Chinese gaming stock, Netease (NASDAQ: NTES) based on the investment strategy of Martin Zweig, a long established growth investor. Here's his review.
"Netease operates an interactive online community in China, and is a provider of Chinese language content and services through its online games, Internet portal and wireless value-added services businesses.
Continue reading China online gaming: NetEase (NTES)
Posted Jun 12th 2009 4:30PM by Steven Halpern (RSS feed)
Filed under: China, Stocks to Buy
One month ago, we featured a special report featuring the favorite China-based stocks among financial newsletter advisors. Since then, the 14 stocks covered in the report have risen an average of more than 15%.
The performance of these stocks -- along with the overall China market -- has far exceeded the 3% gain in the S&P 500 index over the same time period. That report can be viewed here.
Despite these gains, many of the leading advisors remain bullish on China; in particular, several have recently focused on the online gaming sector in Asia. Indeed, Timothy Lutts notes that while the video game market in the U.S. is slowing, the video game market in China is expected to show 20%+ annual growth in coming year.
Continue reading China online gaming: Top advisors' top picks
Posted Apr 1st 2008 9:57AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy
Sohu.com (NASDAQ: SOHU), an Internet media provider in China, is a recent featured addition to the aggressive growth portfolio of Vahan Janjigian.
The leading quantitative analyst and editor of The Forbes Growth Report explains, "Long-term growth is also promising as Internet usage expands in China." Here is the advisor's review.
"Sohu offers media content from more than 1,600 partners through 35 interest-specific channels, which cover news, business, sports, and entertainment. The website also offers tools such as free email accounts, web logs (blogs), message boards, and picture galleries.
"SOHU also runs Sogou.com, a proprietary Internet search engine; Chinaren.com, the largest online youth community in China boasting more than 80 million users; 17173.com, which provides information about online video games and has alliances with thousands of Internet cafes; and Focus.cn, a real estate website.
Continue reading Sohu.com (SOHU): Forbes expert sees online gains in China
Posted Dec 30th 2007 8:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
"My top speculative idea for 2008 is Alibaba.com (HK: 1688), which trades on the Hong Kong exchange," says Yiannis Mostrous, editor of The Silk Road Investor. "Alibaba.com was one of the biggest IPOs of the year and although the initial excitement has subsided, the longer-term story remains intact.
"Alibaba's business is simple. Companies can post products for sale or purchase from Alibaba's web site for free. It charges suppliers from China and Hong Kong an annual fee of as much as US$8,027 to become premium members. A similar service is offered to suppliers from other regions for an annual fee of US$589.
"Alibaba.com is the flagship company of the Alibaba Group that includes Taobao, which operates an online shopping marketplace for consumers in China; Alipay, China's leading online payment service; Yahoo! China and Alisoft, an internet-based business management software company targeting small and medium enterprises in China.
"According to the latest statistics, China was home to 162 million internet users at the end of June, second only to the US. The country is expected to surpass the US as the world's largest web market by users next year.
"Given the company's high valuations, viewing it as a speculative play should be the right approach for now. But don't underestimate its potential if the markets and the economy remain reasonable strong entering 2008. Buy Alibaba up to HK$50."
Posted Oct 1st 2007 1:27PM by Steven Halpern (RSS feed)
Filed under: International Markets, Google (GOOG), Yahoo! (YHOO), China, Newsletters, Japan, Technical Analysis, Stocks to Buy
Jim Collins, editor of OTC Insight, uses a proprietary quantitative system to isolate high growth and momentum stocks trading at reasonable valuations relative to that growth.
His latest two featured stocks based on these criteria are both China-based companies: Internet search provider Baidu.com (NASDAQ: BIDU) and online gaming firm Shanda Interactive Entertainment Limited (NASDAQ: SNDA).
Collins notes that Baidu's search engine was the most frequently used in China in 2006. Last December, he adds, Baidu announced its intention to enter the Japanese search market, which is currently dominated by Yahoo! (NASDAQ: YHOO) and Google (NASDAQ: GOOG).
In March, he adds, the company launched a limited beta trial of its Japanese language search services, which included web and image search.
For the quarter ended June 30, 2007, he reports, Baidu showed earnings of $0.61 a share, compared with $0.21 per share in the prior year. Revenues, he states, increased 121% to $53 million. The stock, he explains, has a relative strength rating of 99 (out of 100) and garners a B+ for accumulation and distribution.
Continue reading China's Baidu (BIDU) and Shanda (SNDA): Relative strength favorites
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