Chinese Stocks

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Have you SINA'd yet?

Tags: Chinese Stocks, Dot.com, SINA Corp., Baidu.com Inc., NetEase.com Inc., SINA, NTES, BIDU
15 May 1:27am
Another Chinese dot.com company will be announcing after the closing bell tonight; SINA Corporation. They're an online media company providing information services for China and the global Chinese community.  Their ADR has been moving steadily higher since the open this morning, and is currently spiking further higher on a very strong increase in trading. It is not approaching the resistance level as investors await their earnings news after the Chinese Shanghai, Shenzhen and Hong Kong st...

Yaba-da-BAIDU!

Tags: Baidu.com Inc., BIDU
27 Apr 1:18pm
Baidu.com China's Google had their first-quarter profits jump 143 percent on strong traffic growth and higher advertising revenues.Profits rose to 85.5 million yuan ($11.1 million), up from 30.6 million yuan ($4 million) in the same quarter of 2006. It said total revenues rose more than 103 percent to 275.6 million yuan ($35.7 million).  Earnings were 2.47 yuan (32 cents) per American depositary share, up from 0.89 yuan (11 cents) per share in the same period of 2006.Baidu's U.S. shares g...

Why I've Shorted LFC

Tags: China Life Insurance Company Ltd., Chinese Stocks, LFC
19 Apr 11:58pm
I was really impressed by China Life Insurance's recent earnings report, I mean like really blown away, extremely Wow'ed when I heard the news - that was probably my first reaction that lasted 10 minutes at most until I looked up the break down of their numbers.  Then all smiles and joys turned into frowns and question markst.  Today I sold off all my long positions, and entered into short positions on them - mostly in part because the HSI dropped over 7% while we were sleeping, but ...

Chinese Telecoms - What Risks There Are

Tags: Chinese Stocks, Chinese Telecoms, Telecoms, China Mobile Ltd., China Unicom Ltd., CHL, CHU
20 Mar 2:58pm
Adding to my previous post on China Mobile and China Unicom, some of you asked me that it just seemed too good, and what risks there were.  I look a deeper look into it and here's what I came up with:Regulatory risksThis is China, and China is not anything like the US.  They’re even more controlling and regulatory risk is possibly the biggest threat.  We know that China Mobile is dominating, and their dominance may hit the growth of other telecom operators, especially with a 3G ...

Sinopec or What?

Tags: Chinese Stock, Gas, Oil, Sinopec Shanghai Petrochemical Co., SHI
20 Mar 12:21am
So here’s the scoop – China increased interest rates by 27 basis points.  Most of Asia’s markets rallied earlier in the day, and upbeat news on more mergers has already pushed up the DJI by 100 points.Market looks like it’s recovering nicely.  But then again, tomorrow can be another pop goes the weasel.Sinopec is more on the lines of what I wanted to talk about today.  There are a few pointers why I think they’re a good buy.  A. the latest inflation data over in China sugge...