China - Riedel Research


		China

Country Information

Country:

China

Capital:

Beijing

Currency:

Renminbi (RMB); note

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Recent Reports

GA - Deteriorating Metrics Indicate Earnings Miss - SELL	1/4/2011
We believe that recent trends in metrics at Giant (GA) indicate an upcoming earnings miss.
SNDA - Continuing Money Losing Businesses	12/16/2010
SNDA continues to lose money in their non-game businesses. Given management comments and history this may continue - SELL.
LIWA - Widening Margins - Stock Could Double - BUY	12/8/2010
We believe the market has significantly misunderstood the recent results and this is providing an excellent buying opportunity.
JOBS - China Helpwanted Site Shares Up 30% in 8 Weeks - Downgrade to HOLD	12/1/2010
Shares in JOBS are up 30% over the past 8 weeks since we initiated with a BUY. We are downgrading to a HOLD for valuation reasons.
Tencent - Industry Fight Lowers Estimates - Still a BUY	11/23/2010
Tencent has had an ongoing battle with the provider of a rival anti-virus software. We believe Tencent handled this badly but upside is still considerable.
HOGS - Downgrading China Pork Processor on Rising Costs	11/19/2010
Zhongpin is a solid, high-growth business providing valuable exposure to changing tastes in China. interviews with store owners and shoppers indicate that rising prices are starting to hurt sales volumes.
Pre-IPO Site Visit to Chinese Chemical Co.	11/15/2010
Our recent visit to the facility of China Chemical in Shandong uncovered a high-growth company with solid prospects at 5x P/E.
VISN - China Ad Co Reaches our Target Price - HOLD	11/10/2010
Chinese outdoor advertising company VISN did not benefit as much as we had expected from the Shanghai Expo. Fully Valued.
SOHU - 36% One-Month Share Rise Fully Values Stock - HOLD	11/8/2010
SOHU shares are up strongly in recent weeks - we believe the shares are now fully valued.
BIDU - Continuing to Benefit From Google's Problems in China - BUY	11/2/2010
This report analyzes strong trends in the business for BIDU and market gains at the expense of GOOG in China.
JOBS - Benefitting from Changes in China's Economy	10/25/2010
JOBS is the leading online recruiting and job search tool in China - We believe the shares are set to gain as China's economy develops and changes.
Midas - SNG-listed Play on Chinese High Speed Rail Build - BUY	10/12/2010
We recently visited the facilities of this Singapore-listed company which builds aluminum rail cars for High Speed Rail and Metro systems in China.
SNDA - Analysis of BamBook eReader - SELL	10/4/2010
We believe the BamBook eReader from Shanda will be a significant failure and that there is more downside in the shares.
SOHU - Market Realizes Value of SOHU - Downgrade to HOLD	9/28/2010
Recent outperformance of SOHU has raised the shares to our target price and fairly valued the company - Downgrade to HOLD
eLong - Analysis of Employee Expenses	9/22/2010
In light of the recent developments regarding Universal Travel Group (UTA) accounting and especially their salary expense per head. We have looked at the per head expenses of eLong.
Pork Prices and Demand Raise Outlook - BUY	9/15/2010
HOGS continues to benefit from rising prices and demand in China. Raising estimates and outlook.
SNDA - Questionable Accounting and Strategy - SELL	9/14/2010
We question the accuracy of Shanda's accounting and believe that the market is way off on its valuation of the company - SELL
CHU - Apple Undercuts on the iPhone - SELL	9/13/2010
Apple is selling iPhones in China below the price China Unicom is charging. CHU is the weakest of the three telecom operators.
CHL - Best Positioned of Chinese Telcos - BUY	9/9/2010
We believe China mobile is the best positioned and most undervalued of the Chinese telcos.
China Telecom - Problems with Every Business Line - SELL	9/9/2010
We believe China Telecom is the worst positioned of the Chinese telcos and is set to fall over 25%. SELL.
Beijing Airport - Underperforming Shares Reach our Target Price	8/31/2010
Upgrading from SELL to HOLD as underperformance has brought the share price to our target price.
Tencent - Market Has This One Wrong - BUY	8/30/2010
The market reacted badly to recent results which we believe they misinterpreted. BUY.
LIWA - Profits Set to Double	8/30/2010
Capacity expansion and a sustainable price advantage will boost profits and share price.
Alibaba - Slowing Revenue But Rising Margins - BUY	8/25/2010
We believe that revenue growth will slow but margins will rise. Overseas acquisitions raise risks.
GA - Game Changes Ahead of New Law - HOLD	8/23/2010
We are upgrading Giant (GA) to a hold - new regulations will impact them less than their competitors.
Clear Media - Panel Replacement Sets Stage for Growth - BUY	8/18/2010
Chinese outdoor advertising company will see solid growth after effect of World Cup and panel replacement/upgrade.
VISN - Operating Metrics Improve - BUY	8/12/2010
VisionChina Media (VISN) - a US-listed Chinese outdoor advertising company - is seeing improving operating metrics and outlook.
SINA - Various Drivers to Growth - BUY	8/11/2010
SINA has performed well since our upgrade in May - we believe the outperformance is set to continue.
Tencent - Success Attracts Industry Criticism - BUY	8/10/2010
Tencent's success across all parts of the Chinese internet business has attracted considerable industry backlash. We believe this only serves to highlight the company's competitive advantage.
China Wireless Tech - Leading Chinese Handset Co	8/3/2010
China Wireless Technologies' Coolpad brand has made major inroads in the Chinese handset market - but is starting to face headwinds.
SOHU - Game Strength Supports Upside - BUY	8/2/2010
SOHU continues to do well with games as well as other content - we like the business, management and stock.
BIDU - Gains from Google - Raising Est and Target - BUY	7/28/2010
Baidu (BIDU) has benefited from Google's issues in China - Raising estimates and target.
SNDA - Chinese Gaming Co Hit By World Cup and Disclosure Issues - SELL	7/26/2010
SNDA is one of the leaders in the Chinese on-line gaming space - we believe their earnings in the June quarter were more impacted by the World Cup than the market is expecting.
EDU - Market is Wrong on This Stock	7/21/2010
We believe the market is wrong on this stock and management team of this Chinese education company.
Alibaba - Signs of a Turnaround - BUY	7/12/2010
Alibaba is the largest business-to-business portal in China. Recent data point to a turnaround in business.
SNDA - New Government Regulations to Hurt - SELL	6/28/2010
Online gaming company Shanda (SNDA) is likely to be hurt badly by new online gaming regulations set to take effect August 1, 2010.
EDU - Strong Enrollement Trends for China Educational Leader	6/23/2010
This US-listed private school company in China is a leader in English education and other courses.
SNDA - Players Leaving - Destructive Asset Swap - SELL	6/8/2010
Chinese on-line gaming company Shanda has made corporate and product moves recently which are destroying shareholder value - SELL.
YTEC - Small-cap China Computer Svc Co - Could Double - BUY - Archived	6/7/2010
YTEC is showing signs of rebuilding - Shares trade near tangible book value - could double - BUY
GA - Metrics Continue to Fall - SELL - Archived	6/1/2010
Chinese online gaming company Giant continues to provide disappointing metrics, trends and strategy. SELL.
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Coverage
361 Degrees (1361.HK)	Add to my Watch List
Air China (0753.HK)	Add to my Watch List
AIRMEDIA (AMCN)	Add to my Watch List
Ajisen Holdings (0538.HK)	Add to my Watch List
Alibaba (1688.hk)	Add to my Watch List
Aluminum Corporation of China (2600.HK)	Add to my Watch List
Angang Steel Company Ltd. (0347.HK)	Add to my Watch List
Anhui Conch Cement (0914.HK)	Add to my Watch List
Anhui Expressway (0995.HK)	Add to my Watch List
Asia Water Treatment (ASWT.SI)	Add to my Watch List
Asiainfo (ASIA.O)	Add to my Watch List
AsiaPharm (ASPH.SI)	Add to my Watch List
AutoNavi (AMAP)	Add to my Watch List
Baidu.com (BIDU)	Add to my Watch List
Baoshan Iron & Steel Co., Ltd. (600019.SH)	Add to my Watch List
Baoye Group (2355.HK)	Add to my Watch List
Beauty China Holdings (BCHI.SI)	Add to my Watch List
Beijing Airport (0694.HK)	Add to my Watch List
Best World (BWL.SP)	Add to my Watch List
Bio-Treat (BIOT.SI)	Add to my Watch List
BYD Company Ltd. (1211.HK)	Add to my Watch List
CDC Corporation (CHINA)	Add to my Watch List
Celestial Nutrifoods (CELE.SI)	Add to my Watch List
Chaoda Modern Agriculture (0682.hk)	Add to my Watch List
Cheung Kong Infrastructure Holdings Limited (1038)	Add to my Watch List
China Automotive Sys (CAAS.O)	Add to my Watch List
China Chemical (CHCC)	Add to my Watch List
China Coal Energy (CCE)	Add to my Watch List
China Communications Construction Company (1888.HK)	Add to my Watch List
China Construction Bank (939.HK)	Add to my Watch List
China Dairy (CHDA.SI)	Add to my Watch List
China Eastern Airlines (CEA)	Add to my Watch List
China Engine Group (900080.KR)	Add to my Watch List
China Eratat Sports Fashion Ltd (CESF.SI)	Add to my Watch List
China Essence (CEGL.SI)	Add to my Watch List
China Farm Equipment Ltd (CFE SP)	Add to my Watch List
China Flexible Packaging (CHFL.SI)	Add to my Watch List
China Hao Ran Recycling (900090.KR)	Add to my Watch List
China King-Highway Holdings (900120.KR)	Add to my Watch List
China Life Insurance (2628.HK)	Add to my Watch List
China Mengniu (MENGNIU)	Add to my Watch List
China Merchants Bank (3968.HK)	Add to my Watch List
China Milk Products (CHNM.SI)	Add to my Watch List
China Mobile (HKG) Ltd (CHL)	Add to my Watch List
China National Building Material Co. Ltd (3323.hk)	Add to my Watch List
China Netcom (0906.HK)	Add to my Watch List
China Ocean Resources (90005.KR)	Add to my Watch List
China Oilfield Services Limited (COSL)	Add to my Watch List
China Railway Construction (1186.HK)	Add to my Watch List
China Shengda (CPGI)	Add to my Watch List
China Shenhua Energy (1088.HK)	Add to my Watch List
China Sky (CSKY)	Add to my Watch List
China Southern Airlines (ZNH)	Add to my Watch List
China Sun (CSUN.SI)	Add to my Watch List
China Techfaith (CNTF.O)	Add to my Watch List
China Telecom (0728.HK)	Add to my Watch List
China Unicom (0762.HK)	Add to my Watch List
China Wireless Technologies (2369.hk)	Add to my Watch List
China Yuchai International (CYD.N)	Add to my Watch List
China Yurun Food (YURUN)	Add to my Watch List
China.com (8006.HK)	Add to my Watch List
CIFH (0183.HK)	Add to my Watch List
Clear Media (0100.HK)	Add to my Watch List
CNOOC Limited (0883.HK)	Add to my Watch List
Comba Telecom System Holdings (2342.HK)	Add to my Watch List
CTrip (CTRP.O)	Add to my Watch List
CWT Limited (CWT.SP)	Add to my Watch List
Deswell Industries (DSWL.O)	Add to my Watch List
Dynasty Fine Wine (0828.HK)	Add to my Watch List
eLong (LONG.O)	Add to my Watch List
Exceed (EDS)	Add to my Watch List
Fibrechem (FIBR)	Add to my Watch List
First Natural Food (1076.HK)	Add to my Watch List
First Tractor Company Limited (0038.HK)	Add to my Watch List
Focus Media (FMCN)	Add to my Watch List
Food Empire Holdings (FEMP.SI)	Add to my Watch List
Fu Ji Food (1175.hk)	Add to my Watch List
Fung Choi Printing and Packaging (FUNG.SI)	Add to my Watch List
Fushan International Energy Group (0639.hk)	Add to my Watch List
Giant Interactive (GA)	Add to my Watch List
Guangshen Railway Company (0525.HK)	Add to my Watch List
Hana Tour Service Inc. (039130 KS)	Add to my Watch List
Hollysys Automation Technologies (HOLI)	Add to my Watch List
Honam Petrochemical (011170.KS)	Add to my Watch List
Hong Kong Exchange (0388.HK)	Add to my Watch List
Hongguo Intl Holdings (HGUO.SI)	Add to my Watch List
Huabao (0336.hk)	Add to my Watch List
Huaneng Power (0902.HK)	Add to my Watch List
Hung Hing Printing (450)	Add to my Watch List
Hurray! Holding Co. Ltd (HRAY)	Add to my Watch List
Hyflux (HYFL.SI)	Add to my Watch List
ICBC (Asia) (0349.HK)	Add to my Watch List
Jiangxi Copper Company Ltd (0358.HK)	Add to my Watch List
Jianxi Ganyue Expressway (600269.SS)	Add to my Watch List
Jilin Chemical Corp (00420.S7)	Add to my Watch List
Jobs 51 (JOBS.O)	Add to my Watch List
Kongzhong Corp (KONG.O)	Add to my Watch List
Korean Custom Work (Korea)	Add to my Watch List
Lenovo Group Limited (0993.HK)	Add to my Watch List
Li Heng (LIHENG)	Add to my Watch List
Li NIng (2331.hk)	Add to my Watch List
Lihua International (LIWA)	Add to my Watch List
Linktone (LTON.O)	Add to my Watch List
Longcheer Holdings (LOHO.SI)	Add to my Watch List
Lotte Confectionery Co. (LOTTE)	Add to my Watch List
Luzhou Bio-Chem Technology Ltd (LUZH.SI)	Add to my Watch List
Maanshan Iron & Steel (0323.HK)	Add to my Watch List
Macau Gaming (Macau Gaming)	Add to my Watch List
Man Wah Holdings Ltd. (MANW.SI)	Add to my Watch List
Midas Holdings (MIDAS.SG)	Add to my Watch List
Nam Tai Electronics Inc (NTE)	Add to my Watch List
Netease.com (NTES)	Add to my Watch List
New Dragon Asia Corp (NWD)	Add to my Watch List
New Oriental Education & Technology Group (EDU)	Add to my Watch List
New World Department Store China (0825.hk)	Add to my Watch List
Nine Dragons Paper (2689:HK)	Add to my Watch List
Ninetowns Digital World Trade Holdings Ltd. (NINE)	Add to my Watch List
Perfect World (PWRD)	Add to my Watch List
Pine Agritech Ltd (PINE.SI)	Add to my Watch List
Prince Frog (1259.HK)	Add to my Watch List
Qingdao Haier (600690.CH)	Add to my Watch List
Radica Games (RADA)	Add to my Watch List
Raffles Education Corp. (RLS SP)	Add to my Watch List
RINO International Corporation (RINO)	Add to my Watch List
Road King Infrastructure (1098.HK)	Add to my Watch List
SCUD Group (1399)	Add to my Watch List
Semiconductor Manufacturing International (SMI)	Add to my Watch List
Shanda Interactive Ltd. (SNDA)	Add to my Watch List
Shenlong PV-Tech (900150.KR)	Add to my Watch List
Shenzhen Expressway (600548)	Add to my Watch List
SIM Technology (1855.hk)	Add to my Watch List
SINA Corp (SINA)	Add to my Watch List
Singapore Exchange Ltd (SGX)	Add to my Watch List
SinoMem Technology (Sino)	Add to my Watch List
Sinopipe Holdings (SPIP.SI)	Add to my Watch List
SinoTrans (0598.HK)	Add to my Watch List
Skyworth Digital Hldgs (0571.hk)	Add to my Watch List
SOHU (SOHU)	Add to my Watch List
SP Chemicals (SPC)	Add to my Watch List
Surface Mount Technology (SMT)	Add to my Watch List
Synear Food Holdings (SYFH.SI)	Add to my Watch List
Taiwan Cement Corp (1101.TW)	Add to my Watch List
Tal Education (xrs)	Add to my Watch List
Tencent Inc. (HKSE: 700)	Add to my Watch List
Tiangong International (0826.HK)	Add to my Watch List
Time Watch Investments (TWH)	Add to my Watch List
Tom Online (TOMO)	Add to my Watch List
United Envirotech Ltd (UEL)	Add to my Watch List
UTStarcom (UTSI)	Add to my Watch List
VisionChina Media Inc. (VISN)	Add to my Watch List
Weichai Power (2338.hk)	Add to my Watch List
Wuhan Iron and Steel Company (WUHAN IS)	Add to my Watch List
Yanzhou Coal (YZC)	Add to my Watch List
YMG Trading (375.HK)	Add to my Watch List
Yucheng Technologies Ltd. (YTEC)	Add to my Watch List
Yunnan Copper (000878.SZ)	Add to my Watch List
Zhongpin (HOGS)	Add to my Watch List