• World of Warcraft’s Decline Cannot Hold This Company Back

    By Harsh Chauhan - August 16, 2013 | Tickers: ATVI, NTES, TCEHY.PK

    NetEase’s (NASDAQ: NTES) performance so far this year has been nothing short of impressive. 2012 wasn’t a great year to be a NetEase investor as the stock’s performance tapered off toward the end of the year on the back of weak earnings reports.

    But, a look at the year-to-date stock chart now reveals that NetEase has gained close to 50%. Moreover, its recently released earnings report and more »

  • Blizzard Pushes Deeper Into China

    By Stephen Benz - July 18, 2013 | Tickers: ATVI, EA, NTES

    Blizzard Entertainment, of Activision Blizzard (NASDAQ: ATVI), announced on July 8 that it will be extending its partnership with the Chinese internet company NetEase (NASDAQ: NTES) to bring Blizzard's new trading card game, Hearthstone, to China. Blizzard currently relies on NetEase to deliver World of Warcraft and StarCraft to Chinese gamers.

    NetEase has a sizable portfolio of over a dozen self-developed online games with over 600 million registered accounts more »

  • Why Buying This Stock Makes Sense After Its Recent Dip

    By Harsh Chauhan - June 13, 2013 | Tickers: GA, NTES, QIHU

    Shares of Chinese online gaming company Giant Interactive (NYSE: GA) have been under pressure over the past few days after the company announced that Vogel Holding Group Limited, an affiliate of its chairman, Mr. Yuzhu Shi, will be selling its shares. Vogel had initially decided to offer 15.1 million American depository shares, but the offering was reduced to 11 million shares with the option of selling another 1.65 more »

  • These Internet Service Providers Have Upside Potential in China

    By Damian Illia - June 11, 2013 | Tickers: BIDU, NTES, SINA

    With a constantly and rapidly-growing internet and mobile user base, China presents internet services companies with plenty of growth opportunities going forward. Alongside increasing traffic, corporate advertising budgets are also rising quickly, and SINA (NASDAQ: SINA), Baidu (NASDAQ: BIDU), and NetEase (NASDAQ: NTES) are three companies that seem positioned to benefit from the expansion. For those looking for long-term investments, these companies most certainly deserve a close look.

    SINA: Plenty more »

  • 3 Internet Stocks to Serve Different Market Niches

    By Victor Selva - June 7, 2013 | Tickers: NTES, SFLY, Z

    Over the last decade, the Internet has opened a lot of opportunities for those who find a niche in the market and know how to make it capitalize (and monetize) it. Shutterfly (NASDAQ: SFLY), NetEase (NASDAQ: NTES) and Zillow (NASDAQ: Z) are three companies in the Internet services sector that are worth a closer look as growth prospects look promising for long-term investors.

    Shutterfly: In the photo printing field more »

  • Is This Company’s Business About to Turnaround?

    By Harsh Chauhan - May 31, 2013 | Tickers: GA, NTES, PWRD | Editor's Choice

    It was exactly a year ago when I’d recommended that investors buy Chinese online game developer Perfect World (NASDAQ: PWRD) after the stock had crashed following a terrible first-quarter report. One year on, I see that the stock has appreciated close to 40%. However, almost all of the growth has happened since 2013 began and the stock soared earlier this week after the company posted better than expected results more »

  • Miss This Stock and You’re Missing Great Returns

    By Harsh Chauhan - May 18, 2013 | Tickers: ATVI, NTES

    2012 was a forgetful year for NetEase (NASDAQ: NTES), as the Chinese online gaming giant was beaten down badly in the second half of the year after a string of awful quarterly reports. But, I knew that the company’s business was strong enough and it would be just a matter of time before it bounces back. As expected, this year has been great so far for NetEase investors as more »

  • 3 Stocks In The Internet Niche Market

    By Victor Selva - May 16, 2013 | Tickers: NTES, SFLY, Z

    Over the last decade, the internet has opened a lot of opportunities for those who find a niche in the market and know how to make it capitalize (and monetize) it. Shutterfly (NASDAQ: SLFY), Netease (NASDAQ: NTES) and Zillow (NASDAQ: Z) are three companies in the internet services sector that are worth a closer look as growth prospects look promising for long-term investors.

    A promising brand

    Shutterfly is a $1 more »

  • New Ecosystem With Synergy? How About Alibaba and Sina's Weibo

    By Nick Chiu - May 13, 2013 | Tickers: EBAY, NTES, SINA, SOHU

    Alibaba, known as China's eBay, is buying 18% stake in SINA's (NASDAQ: SINA) Weibo, known as China's Twitter, for $586 million. Alibaba, founded by Jack Ma, has acquired preferred and ordinary shares and has the option to increase its stake to 30%. The new contract will value SINA Weibo at around $3.3 billion, whereas Alibaba is currently valued at around $55 billion as estimated by analysts more »

  • $10 Billion Fund Bullish on This ‘Fab Four’

    By Meena Krishnamsetty - April 27, 2013 | Tickers: MU, NTES, WFT, WLP

    Orbis Investment Management has a $10 billion 13F portfolio managed by William Gray. The firm invests in value stocks using contrarian ideals mixed with a fundamental analysis of each company, in combination with a top-down stock picking approach. Judging by the largest positions in the fund, we can see favorable economic trends first, company fundamentals second quite clearly. Orbis seems to follow a strategy of narrowing down certain sectors of more »

  • Three Stocks For The Long Haul

    By Declan Fallon - March 6, 2013 | Tickers: ATVI, ALNY, ISIS, NTES, THC

    I have reviewed over 80 stocks as investment opportunities. Some were more successful than others; for example, Tesoro Corporation (best performer) gained 99% within a sector that has underperformed the broader market, but Penn Virginia Corp (worst performer) dropped 33% and is unlikely to recover from the share dilution that cut the price. Collectively, 65% of the stocks I have featured have gained, with an average return of 6.6 more »

  • Why This Online Gaming Stock Looks Good

    By usha patodia - February 21, 2013 | Tickers: ATVI, NTES, SINA

    In the global video game industry, the United States dominates in terms of sales. The video game industry generated approximately $50 billion worldwide in 2012, and $18 billion of that came from the United States. The US dominance, however, won’t last forever, as more and more countries begin to spend more time and money on video games.

    China is growing at an exponential pace. The entire Chinese gaming industry more »

  • A Few Reasons This Stock Should Have a Great Year Ahead

    By Harsh Chauhan - February 14, 2013 | Tickers: ATVI, NTES

    After NetEase (NASDAQ: NTES) had posted yet another set of poor results in last year’s third quarter, many investors would have had lost faith in the Chinese gaming giant. But the bad times couldn’t have continued forever since NetEase has been continually improving its business.

    Hence, the fact that NetEase delivered solid results in its recently reported fourth quarter shouldn’t come as a surprise to long-term investors more »

  • Is Changyou Right for You?

    By Leo Sun - January 28, 2013 | Tickers: CYOU, GA, NTES, PWRD, GAME | Editor's Choice

    Over the past decade, many analysts have touted the strength of Chinese Internet stocks, one of the fastest growing sectors in the world’s second largest economy. However, I think a lot of investors are overlooking an important market in China - online gaming. This market is a young one with plenty of growth potential, growing 35.1% year-on-year in 2012.

    Thus I present my undervalued growth stock of the day more »

  • The Golden Rule of Investing

    By W.V. Bards - December 17, 2012 | Tickers: COST, NTES

    Dump your fish in the dry pond, and hope it will rain.  

    Why the heck would I ever do that?  I don't want to watch my angel fish, 12 dollars and very dear to me, wither away and die.  Or my goldfish, six dollars, named Joachim after an old friend, asphyxiate on a lack of water.

    Similarly, why would I ever throw my hard-earned money at a struggling stock more »

  • Five Stocks Hit Hard by Sellers, But Two Still Offer Something for Buyers

    By Declan Fallon - November 28, 2012 | Tickers: CHK, ISIS, MELI, NTES, SPLK

    It has been just over a month since my last review.  In that post I featured stocks which were existing holdings of mine.  For the record, I added to these positions in November as I took advantage of the 9% drop in the S&P.  Under my investing thesis, the market hadn't reached the level I like to see to add new positions, but that is not to say more »

  • This Gaming Stock Looks Like Chaff for Now, but Will it Become the Wheat?

    By Harsh Chauhan - November 21, 2012 | Tickers: ATVI, GA, NTES, PWRD, TCEHY.PK

    I have been quite bullish about the prospects of Chinese online gaming company Perfect World (NASDAQ: PWRD). However, it seems that the company is not able to tap the huge opportunity presented by online gaming in China, a fact that can be seen quite clearly in its quarterly reports.

    After a strong start to the year, Perfect World’s earnings have been going down for a number of reasons. The more »

  • Social Media is a “Super-Cycle” Built for Two – or Two Billion (part 5)

    By Nick Slepko - November 16, 2012 | Tickers: FB, QQQC, SOCL, MAIL, NTES, YNDX

    This week Global X Funds celebrates the one year anniversary of their Global X Social Media Index ETF (NASDAQ: SOCL) CEO Bruno del Ama discusses the reasoning behind the fund and considers trends and projections based on previous revolutions in global business.

    [continued from part 4]

    Del Ama:  When you think about Google, they created a whole new category of advertising.  I don’t know all the ways by which more »

  • The Time Seems Right to Buy This Beaten Down Stock

    By Harsh Chauhan - November 15, 2012 | Tickers: ATVI, NTES, TCEHY.PK

    “But it ain't about how hard ya hit. It's about how hard you can get hit and keep moving forward.”

    -Rocky Balboa

    The above line applies perfectly to those who have their money invested in Chinese gaming company NetEase (NASDAQ: NTES). The last two quarters have been simply bad for the company. It missed estimates by a wide margin in the second-quarter that was reported back in August more »

  • Social Media is a “Super-Cycle” Built for Two – or Two Billion

    By Nick Slepko - November 15, 2012 | Tickers: FB, SOCL, GXG, NTES, TCEHY.PK

    This week Global X Funds celebrates the one year anniversary of their Global X Social Media Index ETF (NASDAQ: SOCL).  Since its inception, a number of major social media stocks have IPO’d and the fund has continued to provide exposure not only to US properties, but also recognizes the international and niche dimensions of the recent phenomenon – non-US companies currently comprise over half the ETF’s holdings (half of more »

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