Thursday, August 7, 2014

Best China Companies To Invest In 2014

Investors breathed a sigh of relief today, focusing on the positive aspects of positive economic data rather than lingering on the potential impact that the favorable news might have on the Federal Reserve's decision about future interest-rate policy. Responding optimistically to news from China that the central bank there is handling its liquidity crunch with measured responses, as well as good economic data on the U.S. housing front, the Dow Jones Industrials (DJINDICES: ^DJI  ) took the opportunity to climb just over 100 points, making it the 10th triple-digit move in the past 11 trading days. Broader benchmarks moved upward even more aggressively, with the S&P 500 rising almost 1%.

Interestingly, several of the stocks from the health-care and technology industries that performed the best in yesterday's Dow decline were laggards this time around. On the health-care front, UnitedHealth (NYSE: UNH  ) fell 1.4%, giving up most of its gains from yesterday. Despite a recent dividend increase, and indications that the company is well-prepared to handle the full implementation of Obamacare, UnitedHealth is suffering from all the uncertainties investors have about the impact of Obamacare and other health-care policies on the health-insurance industry. With shares at a reasonable valuation of just 12 times trailing earnings, UnitedHealth offers some margin of safety against the potential for adverse news in the near future.

Top High Dividend Companies To Own 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 Kana Nishizawa]

    ��he market is still optimistic about the detailed reform plan�� said Teresa Chow, a fund manager at RBC Investment (Asia) Ltd., which oversees $1.5 billion. ��ince Hong Kong and China markets are underweighted by many fund managers, some of them might want to increase their weighting.��

Best China Companies To Invest In 2014: LDK Solar Co. Ltd.(LDK)

LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.

Advisors' Opinion:
  • [By Paul Ausick]

    Big earnings movers: Chinese internet firm Qihoo 360 Technology Co. Ltd. (NYSE: QIHU) is up 8% at $78.99 on strong earnings and a buoyant outlook. A small biotech firm, Spherix Inc. (NASDAQ: SPEX) jumped 26.7% to more than $14 on earnings. On Tuesday we are scheduled to get earnings from LDK Solar Co. Ltd. (NYSE: LDK) and Tiffany & Co. (NYSE: TIF) before markets open. After Tuesday�� close we��l hear from Workday Inc. (NYSE: WDAY) and TiVo Inc. (NASDAQ: TIVO), among others.

  • [By Dan Caplinger]

    The state of the Chinese solar industry has grown increasingly dire recently, as Suntech Power defaulted on its bonds rather than receive an anticipated bailout from the Chinese government. LDK Solar (NYSE: LDK  ) has also faced big problems, having "partially defaulted" on bonds last month and negotiating a settlement with many of the bondholders. Yet although ReneSola has similar debt challenges, it was able to secure a $51 million loan from the China Development Bank, giving it more breathing room to try to work its way out of its financial troubles.

Best China Companies To Invest In 2014: Euro/Yen(EJ)

E-House (China) Holdings Limited, through its subsidiaries, operates as a real estate services company in China. It provides primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate promotional event services, real estate online services, and real estate investment fund management services. The company offers primary real estate agency services to real estate developers. Its secondary real estate brokerage services include offering advisory services on choices of properties; accompanying potential buyers on house viewing trips; drafting purchase contracts; negotiating price and other terms; and providing preliminary proof of title, as well as coordinating with the notary, the bank, and the title transfer agency. The company also provides real estate information services comprising data subscription services and data integration services; and real estate cons ulting services, including land acquisition consulting, development consulting, marketing consulting, and comprehensive solution consulting. In addition, it offers real estate advertising services consisting of advertising design and sales in print and other media; and real estate promotional event services, including securing venues, hiring caters and other various service providers, formulating event themes, and inviting speakers and guests for real estate promotional events. Further, the company provides real estate online services, including real estate news, information, property data, and access to online communities to real estate consumers and participants through local Web sites; and involves in real estate investment fund management activities that consist of investments in China?s real estate sector. E-House (China) Holdings Limited was founded in 2000 and is headquartered in Shanghai, the People?s Republic of China.

Advisors' Opinion:
  • [By Richard Schmidt]

    Shares of e-House Holdings Limited (EJ) finally came to life in the last five months of last year. They cooled off in January, but moved back up in February.

  • [By Seth Jayson]

    E-House (China) Holdings (NYSE: EJ  ) reported earnings on May 16. Here are the numbers you need to know.

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

  • [By Jake L'Ecuyer]

    Shares of E-House (China) Holdings (NYSE: EJ) got a boost, shooting up 7.63 percent to $10.78 after the company reported Q3 results.

    SINA (NASDAQ: SINA) was also up, gaining 12.98 percent to $85.76 after the company reported a strong rise in its Q3 profit.

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Wednesday morning, the financial sector proved to be a source of strength for the market. Leading the sector was strength from SouFun Holdings (NYSE: SFUN) and E-House (China) Holdings (NYSE: EJ). In trading on Wednesday, energy shares were relative laggards, down on the day by about 0.67 percent. Among the energy stocks, Endeavour International (NYSE: END)was down more than 22 percent, while TransGlobe Energy (NASDAQ: TGA) tumbled around 6 percent.

Best China Companies To Invest In 2014: eLong Inc.(LONG)

eLong, Inc. operates as an online travel service provider in the People?s Republic of China. The company provides its customers with travel information and the ability to book rooms, air tickets, vacation packages, and other travel related services utilizing call center and Web-based distribution technologies. It facilitates the customers to book rooms in approximately 10,000 hotels in 450 cities across China, and fulfills air ticket reservations in approximately 80 cities across China. In addition, the company offers the ability to book rooms at approximately 100,000 hotels outside of China; and provides the customers informative content relevant to hotel and air travel decisions, including tourist and event site destination information, hotel facility information, and photos. eLong markets its services through online marketing, traditional media advertising, co-marketing with established brands of other companies, and direct marketing. The company was founded in 1999 and is headquartered in Beijing, the People?s Republic of China. eLong, Inc. operates as a subsidiary of Expedia Asia Pacific Limited.

Advisors' Opinion:
  • [By Tom Taulli]

    Strong Portfolio: Expedia has massive scale, with supply from about 200,000 hotels, 300 airlines and various car rentals and cruise lines. And EXPE sites — which�include Hotwire.com, Hotels.com, CarRentals.com and more, on top of the Expedia namesake — get�about 50 million unique visitors every month. Plus, EXPE also owns a majority stake in eLong (LONG), which is the second largest online travel company in China.

  • [By Faisal Humayun]

    Positive Clarification on eLong (LONG)

    There were rumours in the recent past that Expedia is considering selling its 65% stake in eLong. On July 7, 2014, Expedia announced that the talk on selling the stake was indeed a rumour and Expedia remains a long-term investor in eLong to support eLong's drive to become the leading Chinese travel site.

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: Qihoo 360 Technology Co. Ltd.(QIHU)

Qihoo 360 Technology Co. Ltd. provides Internet and mobile security products in the People's Republic of China. Its principal products include 360 Safe Guard, an Internet security product for Internet security and system optimization; 360 Anti-Virus, an anti-virus application to protect users? computers against trojan horses, viruses, worms, adware, and other forms of malware; and 360 Mobile Safe, a security program for the Google Android, Apple iOS, and Nokia Symbian smartphone operating systems. The company?s platform products comprise 360 Safe Browser, a Web browser; 360 Personal Start-up Page, a default homepage of 360 Safe Browser and a key access point to popular and preferred information and applications; 360 Application Store, a key access point to securely obtain and manage software and applications; and 360 Safebox, a solution that protects users against thefts of personal account information. It also provides online advertising services, including online marketi ng services and search referral services; and Internet value-added services comprising the operation of Web games developed by third-parties, remote technical support, and cloud-based services. The company was formerly known as Qihoo Technology Company Limited and changed its name to Qihoo 360 Technology Co. Ltd. in December 2010. Qihoo 360 Technology Co. was founded in 2005 and is based in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Louis Navellier]

    China’s Qihoo 360 Technology (QIHU) also made headlines today after its third-quarter earnings announcement. Net income more than tripled to $44.5 million, and revenues more than doubled to $187.9 million. Adjusted EPS beat the consensus estimate by $0.10, or 27%. Even so, shares fell after Stifel Research (SF) downgraded the stock to hold (despite the fact that Morgan Stanley raised its target price for QIHU to $95.30). As for me, I’m with Morgan Stanley (MS)� on this and consider .

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