Wednesday, March 12, 2008

Reading at the open: Shares of Chinese equities listed on U.S. exchanges, referred to as ADRs, are trading sideways after the open. Large cap stocks seem to be consolidating after yesterday's huge rally with Baidu.com as exception. China's search engine giant, Baidu, is up another $5.27 at $265.66 passing the $260 resistance level easily. Baidu reported strong 2007 Q4 and full year earnings yet was on the low side, following weak market sentiment. But this time when sentiment is undecided, fundamentals came back on play, propelling Baidu back to the $260+ range.

Another NASDAQ listed China ADR that extends yesterday's gains is Ctrip.com, China's premium online travel company. Chinavestor has just published a 10 plus pager research study of Ctrip.com and is available for subscribers. Please logon and click on the "Stock Analysis" folder to download your copy.

China's leading MMPORG developer Shanda Interactive (SNDA) is extending yesterday's gains.

Chinese energy companies are giving back some of yesterday's gains. Sinopec (SNP), Petrochina (PTR) and CNOOC Ltd. (CEO) are all in the bottom ten list of "Top Movers". Oil prices are retrieving from yesterday's record, pulling oil shares back. China's third largest coal producer. Yanzou Coal (YZC) is down $1.96 after yesterday's over 7% gain.

 TOP MOVERS

3/12/2008 9:45

Symbol

Price

Change

Change%

 

 

 

 

BIDU

265.66

5.27

2.02%

STV

17.45

0.89

5.37%

STP

30.94

0.70

2.31%

JASO

15.20

0.62

4.25%

CTRP

54.62

0.49

0.91%

 

 

 

 

SNDA

31.17

0.39

1.26%

TOMO

13.10

0.31

2.42%

SOLF

9.85

0.25

2.60%

SOHU

44.92

0.22

0.49%

GA

10.39

0.10

0.97%

 

 

 

 

SHI

42.18

-1.64

-3.74%

CEO

170.28

-1.75

-1.02%

CEA

50.77

-1.89

-3.59%

CHL

72.33

-1.89

-2.55%

YZC

76.17

-1.96

-2.51%

 

 

 

 

ZNH

44.25

-2.29

-4.92%

CN

61.51

-2.82

-4.38%

PTR

139.63

-2.90

-2.03%

SNP

97.10

-3.72

-3.69%

CHA

72.99

-3.76

-4.90%


Update at noon: NASDAQ listed Chinese shares lead the market today, following yesterday's lackluster performance. On the contrary, NYSE listed Chinese ADRs are giving back some of the gains they enjoyed yesterday.

The China NASDAQ Index (CQI) vaulted its best intraday gain ever by vaulting 32.57 points. The index is riding on the back of index heavy-weight Baidu.com, a stock that is up $13.08 today at $273.47 by noon. Quality Chinese stocks are leading the advance today with Sohu.com (SOHU), China Focus Media (FMCN), and Ctrip.com (CTRP).

To the contrary, the index of NYSE listed Chinese ADRs, CYI, is down -20.04 points but is still ahead of the NASDAQ listed Chinese stock universe by over 5% year-to-date (YTD).

Index

Date

Value

Today

YTD

CAI

3/12/2008

844.15

-18.03

-15.59%

CYI

3/12/2008

846.18

-20.04

-15.38%

CQI

3/12/2008

793.10

32.57

-20.69%

Stock with the biggest move today are: Baidu.com (BIDU) on weak performance followed by strong earnings, China Digital TV (STV) rebouncing after falling over 41% YTD and was being way oversold. Sohu.com (SOHU), Focus Media (FMCN) and Ctrip.com (CTRP) have been regularly on the "BEST Stocks" weekly stock recommendation watch list.

On the negative side, all top ten losers for today are NYSE listings. They have vaulted remarkably yesterday and after such rally the market needs a breather. With that said we think this pullback is more technical in nature.

 TOP MOVERS

3/12/2008 12:15

Symbol

Price

Change

Change%

 

 

 

 

BIDU

273.47

13.08

5.02%

STV

19.50

2.94

17.77%

SOHU

47.23

2.53

5.66%

FMCN

46.62

2.16

4.86%

STP

32.25

2.01

6.65%

 

 

 

 

CTRP

55.63

1.50

2.77%

SINA

38.45

0.90

2.40%

SOLF

10.31

0.71

7.40%

ASIA

10.99

0.63

6.08%

JASO

15.18

0.60

4.12%

 

 

 

 

HNP

28.49

-1.17

-3.94%

CEA

51.36

-1.30

-2.47%

SHI

42.47

-1.35

-3.08%

CHL

72.65

-1.57

-2.12%

ZNH

44.82

-1.72

-3.70%

 

 

 

 

YZC

76.23

-1.90

-2.43%

PTR

140.30

-2.23

-1.56%

CHA

73.85

-2.90

-3.78%

SNP

97.91

-2.91

-2.89%

CN

61.22

-3.11

-4.83%


Update at the close:

 TOP MOVERS

3/12/2008 16:00

Symbol

Price

Change

Change%

 

 

 

 

BIDU

273.64

13.25

5.09%

STV

21.33

4.77

28.80%

STP

32.62

2.38

7.87%

SOHU

46.41

1.71

3.83%

CTRP

55.36

1.23

2.27%

 

 

 

 

JOBS

18.61

0.94

5.32%

FMCN

45.21

0.75

1.69%

SINA

38.07

0.52

1.38%

ASIA

10.88

0.52

5.02%

GRIN

2.05

0.49

31.40%

 

 

 

 

SHI

41.79

-2.03

-4.63%

CHL

71.74

-2.48

-3.34%

ZNH

43.64

-2.90

-6.23%

CEA

49.72

-2.94

-5.58%

CEO

169.00

-3.03

-1.76%

 

 

 

 

YZC

75.01

-3.12

-3.99%

CN

60.31

-4.02

-6.25%

CHA

72.57

-4.18

-5.45%

PTR

138.02

-4.51

-3.16%

SNP

96.26

-4.56

-4.52%

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