ntes 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 Jun 14th 2010 12:00PM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Southwest Airlines (LUV), AMR Corp (AMR), Contl Airlines'B' (CAL), Analyst Initiations, Akamai Technologies (AKAM), JetBlue Airways (JBLU), Delta Air Lines (DAL), Lions Gate Entertainment (LGF)
Analyst Upgrades
- Keefe Bruyette upgraded East West Bancorp (EWBC) to outperform from market perform after the company acquired assets from Washington First International Bank. The firm has a $21 price target for shares.
- Piper Jaffray upgraded Amylin (AMLN) to overweight from neutral, citing valuation and Bydureon's profile. The firm maintains a $26 price target for shares.
- Soleil upgraded MGM Mirage (MGM) to hold from sell, citing signs of stabilization in Vegas and valuation. The firm upped its target for shares to $13 from $11.10.
- T. Rowe Price (TROW) was upgraded to outperform from market perform at FBR Capital.
- JetBlue (JBLU) was upgraded to buy from neutral at BofA/Merrill.
- NetEase.com (NTES) was upgraded to buy from hold at Standpoint Research.
Continue reading Analyst Calls: AMLN, AMR, EWBC, FSYS, LGF, LUV, MGM, PLOW, SXCI, TROW ...
Posted Feb 10th 2010 8:50AM by Paul Foster (RSS feed)
Filed under: Options
NetEase (NTES) closed at $34.17. NTES is expected to report Q4 in late February. March put option implied volatility is at 53, June is at 48; near its 26-week average according to Track Data, suggesting non-directional price fluctuations.
SINA Corp (SINA) closed at $36.09. March option implied volatility is at 47, June is at 45; verses its 26-week average of 45 according to Track Data, suggesting non-directional price movement.
Sohu.com (SOHU) closed at $48.35. SOHU March put option implied volatility is at 48, June is at 47; near its 26-week average of 47, according to Track Data, suggesting non-directional price movement.
Shanda Interactive (SNDA) closed at $47.76. SNDA is expected to report Q4 EPS in late February. March put option implied volatility is at 55, June is at 53; verses its 26-week average of 45, according to Track Data, suggesting larger price movement.
Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com
Posted Sep 22nd 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, ETF Investing, Stocks to Buy, China Mobile Limited (CHL)
"We're seeing tremendous opportunities in China, which should move up regardless of U.S. market gyrations," says Richard Schmidt. In Stellar Stock Alert, he offers his current favorite China plays.
In addition, Jim Trippon, editor of The China Stock Alert, discusses the latest addition to his model portfolio, China's largest life insurance company -- and one with large exposure to Chinese equities.
And finally, fund expert Jim Lowell -- editor of Fidelity Investor -- says, "Investors should be buying Chinese stocks, Hong Kong real estate and Taiwanese technology." He offers some favorite funds for China region exposure.
Continue reading China stocks and funds: Top picks from three advisors
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 May 8th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: QUALCOMM Inc (QCOM), PetroChina Co Ltd ADR (PTR), China Life Insurance ADS (LFC), China Mobile Limited (CHL)
Those surprised by the market's strength in recent weeks should be even more impressed with the rebound in China, where both their market and economy have proven among the most resilient in the world.
Global specialist Nicholas Vardy adds, "While the US markets are rising, Asian stocks are on fire." ETF expert Paul Tracy adds, "China funds have screamed to the top of the performance charts."
In large part, this strength is due to the country's stimulus program. Tracy points out, "To combat the sagging global economy, Chinese Premier Wen Jiabao orchestrated a massive 4 trillion yuan ($586 billion) stimulus package.
Continue reading Investing in China: 12 experts pick their best bets
Posted Apr 29th 2009 11:30AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Coca-Cola Enterprises (CCE), Smithfield Foods (SFD), Analyst Initiations, Lloyds TSB Group plc ADS (LYG), Barclays plc ADS (BCS), Thomson Reuters (TRI)
Analyst upgrades:
- Goldman upgraded Gerdau AmeriSteel (NYSE: GNA) to Buy from Neutral and has a $5.50 target on shares. Shares were upgraded due to the potential impact from infrastructure spending. Note that Goldman downgraded Steel Dynamics (NYSE: STLD) and Olympic Steel (NYSE: ZEUS) to Neutral from Buy.
- Banc of America/Merrill upgraded Coca-Cola Enterprises (NYSE: CCE) to Buy from Neutral and raised the price target to $18 from $15. The firm the strong Q1 report gives them greater confidence in shares.
- Roth Capital upgraded Halozyme (NASDAQ: HALO) to Buy from Hold due to increased clarity into Roche programs, the discontinuation of the chemophase program, and progress on insulin delivery.
- American Movil (NYSE: AMX) was raised to Overweight from Neutral at JP Morgan and to Hold from Sell at Citigroup.
- Barclays (NYSE: BCS) and Lloyds TSB Group (NYSE: LYG) were upgraded at HSBC to Overweight from Neutral.
Continue reading Analyst upgrades, downgrades and initiations: GNA, CCE, BCS, SFD, TRI ...
Posted Aug 4th 2008 10:10AM by Paul Foster (RSS feed)
Filed under: Options
SINA Corp (NASDAQ: SINA), a Chinese online media company, is scheduled to report Q2 EPS on August 6. SINA August option implied volatility is at 78; September is at 55. SINA average option implied volatility over the last 26-weeks is 58 according to Track Data, suggesting larger August price movement.
The9 (NASDAQ: NCTY), an online game operator headquartered in Shanghai, closed at $22.73. NCTY is scheduled to report Q2 EPS on August 7. NCTY August option implied volatility is at 101, September at 81; above its 26-week average of 69, suggesting larger price movement.
NetEase (NASDAQ: NTES), an interactive online community in China, is scheduled to report Q2 EPS after the market close on August 13. NTES August option implied volatility of 70 is above its 26-week average of 45, suggesting larger price fluctuations.
Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com
Posted May 24th 2008 9:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Home Depot (HD), Gap Inc (GPS), Lowe's Cos (LOW), Activision Inc (ATVI), Intuit Inc (INTU), Suntech Power Hldgs ADS (STP)
Here are some highlights from this past week's earnings coverage from BloggingStocks:
Additional earnings highlights:
Hewlett-Packard, Target, Barnes & Noble, Campbell, Staples and others
Ford, Hormel, Limited Brands, Intuitive Surgical, PetSmart and others
Upcoming results to watch for include Borders (NYSE: BGP), Polo Ralph Lauren (NYSE: RL), TiVo (NASDAQ: TIVO), Big Lots (NYSE: BIG), Costco (NASDAQ: COST), Dell (NASDAQ: DELL), HJ Heinz (NYSE: HNZ), Sears (NASDAQ: SHLD), Lions Gate (NYSE: LGF), and Tiffany (NYSE: TIF).
Visit AOL Money & Finance for more earnings coverage.
Posted May 22nd 2008 2:38PM by Brent Archer (RSS feed)
Filed under: Major Movement, Earnings Reports, Bad News, China, Options, Technical Analysis
NetEase.com (NASDAQ:
NTES) shares are falling after
the company announced first quarter EPS late yesterday and showed a decline in its first quarter profit, as the NTES fell victim to new changes in the Chinese tax laws, which increased their tax burden. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on NTES.
After hitting a one-year low of $13.45 in August, the stock hit a one-year high of $25.70 earlier this month. This morning, NTES opened at $23.24. So far today the stock has hit a low of $22.02 and a high of $23.52. As of 11:30, NTES is trading at $22.95, down 1.10 (-4.6%). The chart for NTES looks bullish but slightly deteriorating.
For a bearish hedged play on this stock, I would consider a June
bear-call credit spread above the $25 range. A bear-call credit spread is an options position that combines the purchase and sale of call options to hedge risk in case the stock doesn't do what you think but still leverage nice returns. For this particular trade, we will make a 4.2% return in four weeks as long as NTES is below $25 at June expiration. NetEase would have to rise by more than 9% before we would start to lose money. Learn more about this type of trade
here.
NTES hasn't been above $25 except for a few days in the past year and has shown resistance around $25.40 recently. This trade could be risky if the stock continues on its upward trend, but with their recent earnings announcement, it seems that is not likely.
Brent Archer is an options analyst and writer at Investors Observer.
DISCLOSURE: Mr. Archer owns and/or controls diversified portfolios of long and short stock and option positions that may include holdings in companies he writes about. At publication time, Brent neither owns nor controls positions in NTES.Next Page >