• 3 Chinese Internet Companies You Should Buy this Month

    By Madhukar Dubey - August 9, 2013 | Tickers: BIDU, SINA, YOKU

    According to CNNIC, the number of internet users in China is expected to reach 800 million in 2015, up from 564 million in 2012. The number of mobile internet users has grown at a rapid pace, going from 38% of total internet users in 2008 to 71% of total internet users in 2012. Three Chinese companies are taking various initiatives to benefit from this boom in Chinese internet usage and more »

  • Billion People Make Billion Dollars Come True

    By PoCheng Chen - July 23, 2013 | Tickers: GOOG, MSFT, SINA

    Emerging markets have caught eyeballs from most investors in the past years. Before financial crisis, the primary focus was infrastructure and natural resources; after financial crisis, the stories turned into "domestic demand". What are the key driver and stories for the post European debt crisis? The answer is - the flow of information services.

    According to statistics of Google (NASDAQ: GOOG), at least 500 million new users of the internet are more »

  • Are These Chinese Internet Companies Poised to Play the Mobile Way?

    By Shweta Dubey - July 17, 2013 | Tickers: BIDU, RENN, SINA

    China’s internet penetration rate is approximately 38%, which is very low compared to developed economies. Chinese internet companies are adopting various strategies to increase the penetration. Internet usage in China will to rise to 718 million users by the end of this year compared to 538 million users by end of June 2012. These three Chinese internet companies are providing various facilities to increase their penetration in the market more »

  • Chinese Internet Companies Not Affected by the Credit Crunch

    By Damian Illia - July 6, 2013 | Tickers: BIDU, SINA, SOHU

    Although many are concerned about the credit crunch in China, its effect on Internet ADRs is quite limited. Consequently, companies like (NASDAQ: SOHU), Baidu (NASDAQ: BIDU) and Sina (NASDAQ: SINA) still have long growth runways ahead of them. All three seem poised to benefit from the increasing penetration of the internet in China, accompanying the expansion of its middle-classes and the rising corporate spending on advertising. Let's more »

  • Is This the Best Chinese Internet Play?

    By Dan Moskowitz - July 5, 2013 | Tickers: BIDU, RENN, SINA

    Renren (NYSE: RENN) is an enigma to many investors. The stock has a reputation for extreme volatility, which is justifiable considering a beta of 3.58.

    Traders love volatility, but investors prefer not to deal with it. Savvy investors desire steady gains and dividend payments. You won’t find either of those here. Actually, despite some short-term pops, the stock has only headed in one direction since its IPO -- down more »

  • Baidu Is Betting on Mobile Search

    By Nicholas Kitonyi - June 17, 2013 | Tickers: BIDU, QIHU, SINA, SOHU

    Baidu's (NASDAQ: BIDU) dominance in the Chinese search business is under attack. The influx of mobile technology is not only taking down the PC industry, but also the companies that have been reliant on personal computers. Baidu is China’s largest search engine, and may threaten to rival Google globally, due to the massive Asian population.

    Local competition is heating up

    Baidu accounts for 75% of China’s desktop more »

  • Under the Radar Chinese Internet Stocks to Follow

    By Mark Holder - June 14, 2013 | Tickers: CCIH, RENN, SINA

    Chinese internet stocks have struggled over the last two years. Leading stocks such as internet search giant Baidu have seen losses, while the S&P 500 has seen a meaningful 34% gain. Outside of the major Chinese internet stocks, the losses over the last two years have been closer to 50%. Some of these stocks have seen expectations drop from the outlandish forecasts a few years back, but strong long-term more »

  • Choosing the Best Social Network Stock

    By Adrian Campos - June 13, 2013 | Tickers: FB, LNKD, RENN, SINA | Editor's Choice

    A few days ago a friend asked me, "If I were to choose a social network stock to be long on for years, what would I choose?" Investing in the concept of a social network is not crazy at all. The industry is still relatively young, and therefore almost all social network firms are experimenting with various monetization approaches. Some are more successful than others. What is clear is that more »

  • China's Netspace: Is the Explosion Over?

    By Colin Tweel - June 12, 2013 | Tickers: BIDU, SINA

    One in five people on the planet are a resident of China, and according to the United Nations, by 2030 its population will be over 1.5 billion. Coupled with this explosion comes the inevitable explosion of the internet in China, thanks to Chinese authorities who allow individuals and businesses to have internet accounts. Since then, the Chinese have been captivated by the 'net, and all of the opportunities it more »

  • Is Renren Going Anywhere?

    By Nick Chiu - June 12, 2013 | Tickers: RENN, SINA, TCEHY.PK

    The trend towards mobile is developing globally, but Chinese social network companies are facing strong competition while going mobile. Renren (NYSE: RENN), one of the largest operator of real name social networking in China, continues to adapt to the rapidly changing social network and mobile market. Renren continues to leverage its attractive demographics, open platforms and high user engagement levels, as well as its real name user base, to differentiate 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 »

  • The Good Problems WeChat is Causing Tencent

    By Peter Pham - June 10, 2013 | Tickers: SOCL, CQQQ, FXI, SINA, TCEHY.PK

    The Chinese internet giant Tencent Holdings (NASDAQOTH: TCEHY.PK) introduced a blockbuster mobile chat application that is being perceived as a significant threat to the revenues of social networking firms such as Sina's (NASDAQ: SINA) Weibo, as well as Chinese telcos like China Mobile and China Unicom. WeChat is doing now what Tencent’s QQ did about a year ago: eating massive amounts of the nation’s 2G bandwidth, but more »

  • 4 Reasons To Consider Buying This Chinese Internet Stock

    By Sammy Pollack - June 5, 2013 | Tickers: FB, RENN, SINA

    Since coming public in 2011, shares of Renren Inc (NYSE: RENN) are down more than 80%. There are four reasons why I believe Renren is an interesting investment at its current price. 

    Chinese Internet Stocks Gaining Momentum

    As shown by the chart below, over the past two months Chinese internet stocks have been on fire. The rally has been spurred, in part, by the $100 billion valuation being placed on more »

  • This Chinese Company Is Worth Your Attention

    By Terry Chrisomalis - May 29, 2013 | Tickers: FB, RENN, SINA

    There is one Chinese company worth buying as the market continues to edge to higher levels: SINA (NASDAQ: SINA). This company still has a long way to go to monetize its assets, so short-term the trade is very risky. Although if you are a long-term investor then this is a good position to get into for future profit. 

    The company boasts a market cap of $3.9 billion, and with 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 »

  • These Chinese Internet Companies Can Move Higher

    By Jayson Derrick - May 13, 2013 | Tickers: BIDU, QIHU, SINA

    China-based Baidu (NASDAQ: BIDU) offers many services to its users which include search engine for websites, audio files, and pictures. The website is ranked as the fifth busiest in the world, and has a market share above 70% in the Chinese market.

    Mobile revenue will be driving growth

    The company’s first-quarter 2013 results were below consensus and it announced that it will be making significant investments this year to more »

  • Is it The Right Time to Buy This Search Giant?

    By Ranu Devi - May 8, 2013 | Tickers: BIDU, QIHU, SINA

    Baidu's (NASDAQ: BIDU) fourth quarter earnings for 2012 were in line with the street’s expectations. The transition from PC to mobile led to a 42% increase in sales year over year -- leading to total sales of $1 billion. Online customers accelerated 31% year over year, up from 28% last quarter and 13% a year ago. Though Baidu’s dominance in PC search is expected to decline over time more »

  • Are These Two Chinese Cyberspace Giants About to Crush the Industry?

    By Leo Sun - May 2, 2013 | Tickers: ALBCF.PK, BIDU, SINA, TCEHY.PK, YHOO

    Sina Corporation (NASDAQ: SINA), a major Chinese portal site and creator of Weibo (“China’s Twitter”), recently rallied after the company announced that Internet giant Alibaba (NASDAQOTH: ALBCF.PK) had purchased an 18% stake in Weibo.

    In addition to the initial investment, Sina is giving Alibaba the option to increase its stake in Weibo to 30% within a limited time on a mutually agreed valuation. Sina is also expanding its e-commerce more »

  • The Good Problems WeChat is Causing Tencent

    By Peter Pham - April 23, 2013 | Tickers: CMGE, CHU, SOCL, FXI, MSFT, SINA

    The Chinese internet giant Tencent Holdings (TCEHY.PK) introduced a blockbuster mobile chat application that is being perceived as a significant threat to the revenues of social networking firms, such as Sina (NASDAQ: SINA) Weibo as well as Chinese telcos such as China Mobile (NYSE: CHL) and China Unicom (NYSE: CHU). WeChat is doing now what Tencent’s QQ did about a year ago by eating massive amounts of the more »

  • Billionaire Kerr Neilson’s Small Cap Picks

    By Meena Krishnamsetty - April 7, 2013 | Tickers: CIEN, FWLT, SINA, SOHU, SWC

    We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies, and one of our findings has been that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks receive less attention, and are therefore more likely to be undervalued more »

  • Page 1 of 3