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March 2010 Newsletter: Earnings season is on. Investor, how are you doing?

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March 2010 Newsletter: Earnings season is on. Investor, how are you doing?

(Chinavestor) 2010 has been a difficult year for investors so far. Despite a strong comeback for American indices in February, most benchmarks are still in the red for year-to-date. And while American investors had a hard time to adjust to the reality of 2010, Chinese investors have suffered more severely. The DJIA rebounded 2.6% in February but the Shanghai Composite gained only 2.1% and the Hang Seng advanced lagged behind her U.S. counterpart with a 2.4% advance. China stock investors know that this is a hardly unusual case, e.g. strong U.S. markets outperform lackluster Chinese ones.

Stock mentioned in this report include NetEase.com Inc. (NASDAQ:NTES), Mindray Medical (NYSE:MR), Home Inns & Hotel Mgmt. (NASDAQ:HMIN), China Life Ins. (NYSE:LFC), Bank of Communications (HKG:3328) (SHA:601328), SAIC Motor Corp. Ltd. (SHA:600104), China Vanke (SHE:200002), Poly Real Estate (SHA:600048), Ctrip.com (NASDAQ:CTRP), Baidu.com (NASDAQ:BIDU), Sohu.com (NASDAQ:SOHU), Changyou.com (NASDAQ:CYOU), Shanda Int. (NASDAQ:SNDA), Shanda Games (NASDAQ:GAME), China Unicom (NYSE:CHU), China Telecom (NYSE:CHA), China Mobile (NYSE:CHL), Perfect World (NASDAQ:PWRD), and Giant Interactive (NYSE:GA).

 

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February 2010 Newsletter: Too much anxiety

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February 2010 Newsletter: Too much anxiety Feb. 1, 2010 (Chinavestor) January of 2010 was a month many of us would like to forget. The wound inflicted upon China stock investors cut especially deep for those, including us, who didn’t have ...
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January 2010 Newsletter: China Stock Outlook 2010

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January 2010 Newsletter: China Stock Outlook 2010Jan. 5, 2010 (Chinavestor) What a difference one year makes! The title of the January 2009 Newsletter said “Thank God 2008 is over!” This is in sharp contrast to 2009 when stock indices rocked wor...
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December 2009 Newsletter: Digesting the 2009 Q3 Earnings Season

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December 2009 Newsletter: Digesting the 2009 Q3 Earnings SeasonDecember 2, 2009 (Chinavestor) Stock mentioned in the issue include: LDK Solar (NYSE:LDK), Trina Solar (NYSE:TSL), Suntech Power (NYSE:STP), China Mobile (NYSE:CHL), China Telecom (NYSE:CHA), Ch...
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November Newsletter: Earnings Season Is On For China Stocks

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November Newsletter: Earnings Season Is On For China Stocks October marked the start of the earnings season for American and Chinese stocks alike. The bulk of U.S. companies reported in October while most Chinese companies are going to report in Nov...
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