Tuesday, July 1, 2014

Best China Companies To Invest In 2014

European stocks advanced to their highest level since May as mining companies rallied after a report showed Chinese industrial production increased at a faster-than-expected pace.

A gauge of commodity producers posted its biggest increase in almost 11 months. Royal KPN NV soared the most in 15 months after billionaire Carlos Slim�� America Movil SAB offered to take over the Dutch phone company. Nestle SA fell for a third day, for the largest drag on the Stoxx Europe 600 Index.

The Stoxx 600 added 0.6 percent to 305.92 at the close of trading, extending its advance this week to 0.6 percent. The equity benchmark has rallied 11 percent from a low on June 24 as the European Central Bank and the Bank of England said interest rates will remain low for an extended period of time.

��ith the upcoming end of the earning season, the market focus will shift back to the macro side where we most recently have seen clear signs of improved economic conditions,��said Anja Hochberg, head of investment strategy at Credit Suisse Group AG in Zurich. ��n China, we observe stabilizing data after the more recent weakness.��

10 Best Cheapest Stocks To Buy For 2015: AsiaInfo-Linkage Inc.(ASIA)

AsiaInfo-Linkage, Inc. provides telecommunications software solutions and information technology (IT) products and services to telecommunications carriers and other enterprises in the People?s Republic of China. The company offers business and operation support systems product suites, including OpenBilling, a billing solution for telecommunications operators; OpenCRM, a CRM solution suite for telecommunications operators; OpenBOSS, a carrier-class business operation support system solution; OpenBI, a carrier-class operating analysis and decision support system platform; OpenPRM, a system that calculates, manages, and reconciles payment for intercarrier network access. It also provides network management solutions comprising NetXpert, a data and Internet protocol network management solution; and OpenXpert, an integrated telecommunications network management system. In addition, the company offers service applications products, such as Mail Center, an online messaging softwa re; Spam Patrol software for real time anti-spam control; and Net Disk, a network hard disk product, which facilitates Internet-based file transfer, sharing, and management, as well as supports other functions, such as data processing of short message folders and synchronization of mobile devices. Its service applications products also include Internet Short Messaging Gateway, a business support platform for value-added short messaging services; and Device Management Platform that enables mobile operators to manage various mobile devices and perform remote mobile device management, such as remote diagnosis and parameter setup. In addition, it offers software enhancement and maintenance, system integration, and other value-added IT consulting and planning services. The company was formerly known as AsiaInfo Holdings, Inc. and changed its name to AsiaInfo-Linkage, Inc. in July 2010. AsiaInfo-Linkage, Inc. was founded in 1993 and is headquartered in Beijing, the People?s Republ ic of China.

Advisors' Opinion:
  • [By Rich Duprey]

    Chinese telecom software provider AsiaInfo-Linkage (NASDAQ: ASIA  ) announced this morning that it has agreed to be acquired by�a private investor consortium led by CITIC Capital Partners for approximately $890 million.

  • [By Jonathan Burgos]

    ��arkets are entering a period of uncertainty,��said Yoji Takeda, Hong Kong-based head of Asian equities at RBC Investment (Asia) Ltd., which oversees $1.5 billion. ��here�� a policy vacuum in Japan and the government isn�� going to come up with new policies until parliament resumes sessions in September. While the possible tapering of U.S. stimulus has been more or less priced in, people tend to be a little bit cautious until it happens.��

Best China Companies To Invest In 2014: Bona Film Group Limited(BONA)

Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Bona Film Group (Nasdaq: BONA  ) , whose recent revenue and earnings are plotted below.

  • [By Bryan Murphy]

    With just a quick glance at the chart, Bona Film Group Ltd (NASDAQ:BONA) doesn't look like anything other than an erratic mess. When you take a step back and take a look at the longer-term chart of BONA, however, you can see the last several weeks have ushered in a major bullish change of direction for the stock... meaning now's a great time to start wading into a position.

Best China Companies To Invest In 2014: iSoftStone Holdings Limited(ISS)

iSoftStone Holdings Limited provides various information technology (IT) services and solutions in the Greater China and internationally. It offers an integrated suite of IT services and solutions, including consulting and solution services, IT services, and business process outsourcing (BPO) services. The company provides a range of consulting services for an overall engagement or discrete consulting services in conjunction with other services. It also develops industry-specific solutions, including treasury management, cash management, property and casualty insurance core, financial holding company business analysis, trust company core, and banking risk management solutions for banking, financial services, and insurance industries; supply chain management, enterprise information portals, business intelligence, business process integration, and management and e-commerce solutions for energy, transportation, and public sectors; mobile and embedded technology, next generati on platforms, business intelligence functionality, and network security products for the communications industry. In addition, the company offers various IT services consisting of application development and maintenance, research and development, and infrastructure and software services. Further, it provides a range of BPO services, such as securities trade processing services for the investment banking industry; digitization and archiving of policyholder information, as well as account processing and customer service for insurance industry; and cross-industry BPO services comprising finance and accounting, customer care, and human resources. The company was founded in 2001 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Seth Jayson]

    iSoftStone Holdings (NYSE: ISS  ) reported earnings on May 17. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), iSoftStone Holdings beat expectations on revenues and beat expectations on earnings per share.

Best China Companies To Invest In 2014: Changyou.com Limited(CYOU)

Changyou.com Limited develops and operates online games in the People?s Republic of China. It involves in the development, operation, and licensing of massively multi-player online role-playing games (MMORPGs), which are interactive online games that might be played simultaneously by various game players. The company operates seven MMORPGs that include its in house developed Tian Long Ba Bu; and licensed Blade Online, Blade Hero 2, Da Hua Shui Hu, Zhong Hua Ying Xiong, Immortal Faith, and San Jie Qi Yuan. As of December 31, 2010, Changyou?s games in China had approximately 111.4 million aggregate registered accounts; 1.0 million aggregate peak concurrent users; and 2.7 million aggregate active paying accounts. The company was founded in 2003 and is based in Beijing, the People?s Republic of China. Changyou.com Limited is a subsidiary of Sohu.com Inc.

Advisors' Opinion:
  • [By Kevin Chen]

    To be fair, these revenues come from their stake in game company Changyou (NASDAQ: CYOU  ) . Because Sohu owns a majority stake in Changyou, Sohu must consolidate all financials into its statements -- even as Changyou is independently listed on stock exchanges. Whatever the case, Sohu actually created Changyou -- it started as a business unit in 2003, then was spun out in 2007. In any case, Sohu should do some serious soul-searching.

  • [By Yiannis Mostrous]

    Changyou.com (CYOU)

    A subsidiary of Internet portal Sohu.com, video game developer Changyou.com specializes in massively multiplayer online role-playing games (MMORPG).

  • [By Damian Illia]

    In the video game industry no one is playing games. Users are seeking entertainment on all kinds of devices, and companies strive hard to stand out and profit in this shifting field. Competition might be stiff, but it�� a highly profitable business for those that make it to the next level. Electronic Arts (EA), Changyou.com (CYOU) and Activision Blizzard (ATVI) are three game developers with different, but interesting, prospects ahead. Let�� take a closer look at them and see if you��e up for play:

Best China Companies To Invest In 2014: Suntech Power Holdings Co. LTD.(STP)

Suntech Power Holdings Co., Ltd., a solar energy company, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products. The company also provides engineering, procurement, and construction services to building solar power systems for certain related party and third party customers. Its products include monocrystalline and multicrystalline silicon PV cells; PV modules; and building-integrated photovoltaics products. In addition, the company provides PV system integration services, including designing, installing, and testing PV systems used in lighting for outdoor urban public facilities, as well as in farms, villages, and commercial buildings; and project development services. Its products are used to provide electric power for residential, commercial, industrial, and public utility applications. The company sells its products through value-added resellers, such as distributors and system integrators; and to end users, such as project develo pers primarily in Germany, Italy, Spain, France, Benelux, Greece, the United States, Canada, China, the Middle East, Australia, and Japan. Suntech Power Holdings Co., Ltd. is headquartered in Wuxi, the People?s Republic of China.

Advisors' Opinion:
  • [By Travis Hoium]

    China won't let its solar industry die without a fight. After handing billions of dollars to manufacturers, including LDK Solar (NYSE: LDK  ) , Yingli Green Energy (NYSE: YGE  ) , Suntech Power (NYSE: STP  ) , to build capacity they are now generating demand domestically to soak up unsold panels.

  • [By Travis Hoium]

    Suntech is still alive ... sort of
    The strange news of the week was another forbearance agreement on Suntech Power's (NYSE: STP  ) debt. The company will delay payment of $541 million of notes originally due in March until Aug. 30, the second extension of forbearance. It's unclear exactly how many bondholders agreed to the delay or what Suntech will do in the meantime, but it's supposedly working with creditors to keep the company alive. �

  • [By Dan Carroll]

    China's companies now have even less wiggle room to operate, considering lending's either expensive or hard to come by. As investment flows out of the country, unstable companies won't survive, even with government support. Solar-power company Suntech Power's (NYSE: STP  ) recent bankruptcy is an early sign of things to come. Suntech was the first Chinese solar-power company to go public when it hit the market in 2005, and generous public subsidies helped propel its growth. With money tightening across the country, Suntech's questionable business practices sank it -- the first of what could be more troubles to come for weaker Chinese company.

Best China Companies To Invest In 2014: Netease.com Inc.(NTES)

NetEase.com, Inc., an Internet technology company, engages in the development of applications, services, and other technologies for the Internet in China. It provides online game services to Internet users through the in-house development or licensing of massively multi-player online role-playing games, including Fantasy Westward Journey, Westward Journey Online II, Westward Journey Online III, Tianxia II, Heroes of Tang Dynasty, and Datang, as well as the licensed game, Blizzard Entertainment's World of Warcraft. The company also offers online advertising on its Web sites. In addition, NetEase has paid listings on its search engine and Web directory, and classified advertising services, as well as an online mall, which provides opportunities for e-commerce and traditional businesses to establish their own storefront on the Internet. Further, it provides wireless value-added services, such as news and information content, matchmaking services, music, and photos from the We b over SMS, MMS, WAP, IVR, and Color Ring-back Tone technologies. Additionally, the company offers community services, including instant messaging, online personal advertisements, matchmaking, alumni clubs, and community forums; and aggregates news content on world events, sports, science and technology, and financial markets, as well as entertainment content, such as cartoons, games, astrology, and jokes from over 100 international and domestic content providers. NetEase.com, Inc. was founded in 1997 and is based in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Victor Selva] hem. Ever since the Chinese gaming market exploded into a multi-billion dollar business, this online game operator has managed to reach its competitors SINA Corp. (SINA) and Sohu.com Inc. (SOHU), via an extensive brand portfolio of in-house and licensed games. Some of the core online games include Fantasy Westward Journey, Westward Journey Online II and Ghost II.

    With Founder and CEO William Ding holding the reigns, this company has taken flight, in particular with its efficient game publishing initiatives and in-house research capabilities. In this article I analyze NetEase Inc.'s past profitability, debt, capital and operating efficiency. I will also take a look at which institutional investors have recently bought stock shares in the last quarter, and based on this information, we will get an understanding of the company' revenues, operating metrics and quality of earnings.

    Profitability Analysis

    Profitability is a class of financial metric used to analyse a business��ability to generate earnings compared with expenses and other relevant costs incurred during a specific period of time. In this section I will study several profitability metrics, such as return on assets, quality of earnings, cash flows and revenues. By analyzing these four metrics, we will be able to elucidate if the company is really making money.

    In addition, I always compare a company's revenue growth and operating cash flow growth. Over the past three years, the company's operating cash flow has increased by 4%. The company augmented its operating cash flow from $4.073 to $4.224. I advise looking for companies with strong cash generation profiles.

    ROA - Return on Assets = Net Income/Total Assets

    ROA is an indicator of how profitable a company is relative to its total assets, and shows how efficient management is at using its assets to generate earnings. In simple terms, ROA tells you what earnings were generated from invested capital (assets).

  • [By Lauren Pollock]

    Netease Inc.'s(NTES) third-quarter profit rose 29% as the company continued to benefit from its Chinese Internet-gaming operations. But shares fell as earnings came in below Wall Street expectations.

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