Home Chinese ADR stock news and research. http://chinavestor.com/component/content/frontpage.html Sat, 30 Aug 2014 16:10:51 +0000 Joomla! 1.5 - Open Source Content Management en-gb Top and botton line analysis: YOKU http://chinavestor.com/fundamental-analysis/74852-top-and-botton-line-analysis-yoku.html http://chinavestor.com/fundamental-analysis/74852-top-and-botton-line-analysis-yoku.html eye August 29, 2014 (Chinavestor) Youku Tudou Inc. (NYSE:YOKU) Income Statement:


Top Line Analysis: ]]> site@chinavestor.com (Zelin Su) frontpage Fri, 29 Aug 2014 13:22:09 +0000 Watch out, CEA has strong money flows! http://chinavestor.com/knowledge-base/adr-market/74851-watch-out-cea-has-strong-money-flows.html http://chinavestor.com/knowledge-base/adr-market/74851-watch-out-cea-has-strong-money-flows.html watch_out August 13, 2014 (Chinavestor) China's second largest airline by fleet size, is up 6.16% this week and half of that advance is happening today. China Eastern Airlines (NYSE:CEA) is trading at $17.23, a 6 months high for the stock. Good news is that the stock enjoys very strong money flows at her home market. ]]> site@chinavestor.com (Ben Zhou) frontpage Wed, 13 Aug 2014 15:12:58 +0000 Dow hiccups at 17,000 http://chinavestor.com/newsletter/74850-dow-hiccups-at-17000.html http://chinavestor.com/newsletter/74850-dow-hiccups-at-17000.html advance8 August 2014 (Chinavestor) We argued in the latest Newsletter that we didn’t see a reason to alter an overall bullish sentiment for the rest of the summer. We continue to believe in an overall positive market sentiment for August and the fall for the same reason as before. There is not any major development on the horizon that would stop overall bullish momentum. There are going to be hiccups on the way, no doubt about that. Such derailment was evident in the last week of July when the Dow recoded the biggest weekly loss since January. But the overall trend is expected to be modestly bullish due to prolonged low interest rates and lack of major policy change from the FED.

Let’s take a look what has happened in last month. The Dow Jones Industrial Average fell 1.6% in July, erasing most of the earlier gains of the year. The index is up a mere 0.7% YTD. The NASDAQ composite fared better, falling just 0.9% in July. The index is still up 5.5% YTD, a positive development. Interestingly, the Hang Seng Index surged 6.8% in July and is now back in the black for the first time in 2014. The China ADR Index, tracking the performance of NYSE and NASDAQ listed Chinese stocks, was in-line with the Hang Seng up until the last week of July when a broad sell-off in New York took a toll on the index. All told, the China ADR index advanced 4.4% in July and is up 1.7% YTD. ]]> site@chinavestor.com (Blaze Fabry) frontpage Thu, 07 Aug 2014 10:51:45 +0000 Chinese online video market risks http://chinavestor.com/knowledge-base/adr-market/74849-chinese-online-video-market-risks.html http://chinavestor.com/knowledge-base/adr-market/74849-chinese-online-video-market-risks.html risk_2 July 31, 2014 (Chinavestor) Financial Risk: major companies of the industry are making sustained loss except for LeTV, the reason being the high content cost and bandwidth cost. Companies with loss are seeking for external funding sources to power their business investment. If companies don’t find sustainable revenue-generating channels and reduce cost, financial risk might intensify for the industry. ]]> site@chinavestor.com (Zelin Su) frontpage Wed, 30 Jul 2014 05:00:00 +0000 Dynamics within China's online video industry http://chinavestor.com/knowledge-base/adr-market/74848-dynamics-within-chinas-online-video-industry.html http://chinavestor.com/knowledge-base/adr-market/74848-dynamics-within-chinas-online-video-industry.html forecast_2 July 29, 2014 (Chinavestor) Strategy: There are more and more mergers in China’s online video market with both vertical and horizontal integration. The industry structure is constantly changing with less, but larger, and more integrated companies.

Product: Online video companies are strengthening the upgrading of their PC terminal and mobile terminal services. Moreover, they are moving towards services relating to living-room entertainment, and launched online-video-related hardware products like set-top boxes, routers, network TVs. ]]> site@chinavestor.com (Zelin Su) frontpage Mon, 28 Jul 2014 05:00:00 +0000 Dow over 17,000 after earnings season http://chinavestor.com/newsletter/74837-dow-over-17000-after-earnings-season.html http://chinavestor.com/newsletter/74837-dow-over-17000-after-earnings-season.html profit_1 July 2014 (WallStreetNews.Today) We remain bullish for the summer as the earnings season kicks into high gear. It’s not that we expect extraordinary corporate profit growth to propel the markets. Instead, we don’t see a reason that would stop current bullish momentum.

And that momentum has been strong. The Dow Jones Industrial Average advanced 109.43 points or 0.7% in June and is up 2.3% year-to-date (YTD). The NASDAQ performed even better with a 3.9% advance for June and a 6.4% rise YTD. Besides these measures, investors took note that the S&P notched the best second quarter performance since 2009 and both the S&P 500 and the Dow advanced for six straight quarters in a row. ]]> site@chinavestor.com (Blaze Fabry) frontpage Wed, 02 Jul 2014 10:07:03 +0000 YOKU and her competitors in 2014 http://chinavestor.com/internet/74847-yoku-and-her-competitors-in-2014.html http://chinavestor.com/internet/74847-yoku-and-her-competitors-in-2014.html panic July 25, 2014 (Chinavestor) From China Electronic Commerce Research Center, the 2013Q3 (the latest data available) revenue share of online website is as follows: Youku Tudou (NYSE:YOKU) and iQiyi (including PPS) took the proportion of 27.85% and 16.48% respectively. And shares for Sohu Video (NASDAQ:SOHU), Tencent (HKG:0700) and LeTV were relatively close, being 10.34%, 8.55% and 7.91% respectively. Youku Tudou (NYSE:YOKU) is the Number One in terms of advertising scale. ]]> site@chinavestor.com (Zelin Su) frontpage Thu, 24 Jul 2014 23:12:02 +0000 China’s Online Video Industry in 2014 http://chinavestor.com/internet/74846-chinas-online-video-industry-in-2014.html http://chinavestor.com/internet/74846-chinas-online-video-industry-in-2014.html momentum July 22, 2014 (Chinavestor) The following research gives readers a sense of the developing Chinese online video market in terms of structure, size, trends, competition and risks. This is the first part of the research. Second part is coming soon. ]]> site@chinavestor.com (Zelin Su) frontpage Tue, 22 Jul 2014 12:13:34 +0000 Jim Cramer makes complete fool of himself http://chinavestor.com/us-stock-news/74845-jim-cramer-makes-complete-fool-of-himself.html http://chinavestor.com/us-stock-news/74845-jim-cramer-makes-complete-fool-of-himself.html mad_money1 July 21, 2013 (WSNT) This is too funny. Cramer declared on CNBC's Mad Money last Wednesday that while the latest deal between Apple Inc. (NASDAQ:AAPL) and IBM Corp. (NYSE:IBM) is beneficial for both companies, Apple is the one who got the longer end of the stick. To be precise, this is what Jim Cramer had said "While a newly announced partnership is good news for IBM, I think it's amazing news for Apple". ]]> site@chinavestor.com (Blaze Fabry) frontpage Mon, 21 Jul 2014 13:17:50 +0000 Ratio analysis: Youku Tudou http://chinavestor.com/knowledge-base/adr-market/74844-ratio-analysis-youku-tudou-.html http://chinavestor.com/knowledge-base/adr-market/74844-ratio-analysis-youku-tudou-.html statistics_2 July 18, 2014 (Chinavestor) This ratio analysis of Youku Tudou Inc. (NYSE:YOKU) completes two previous articles on Chinavestor.  Food for thought was introduction and financial analysis was aimed at giving investors an independent view of the income statement and cash flows. This third piece is information obtained from the balance sheet of YOKU. ]]> site@chinavestor.com (Zelin Su) frontpage Fri, 18 Jul 2014 13:02:57 +0000 Financial Analysis: Youku Tudou http://chinavestor.com/internet/74843-financial-analysis-youku-tudou.html http://chinavestor.com/internet/74843-financial-analysis-youku-tudou.html cash_1 July 17, 2014 (Chinavestor) Financial Analysis of NYSE listed Youku Tudou Inc. (NYSE:YOKU), China's largest online wideo portal.

Profitability: ]]> site@chinavestor.com (Zelin Su) frontpage Thu, 17 Jul 2014 17:24:30 +0000