Wednesday, September 24, 2014

Hot China Companies For 2014

With the outcome of the Sunday's secession referendum in Crimea along with the slowdown in China weighing on investors' minds, risk sentiment is starting to sour again, so MoneyShow's Tom Aspray tries to answer the question of where to stash your cash during these uncertain times.

The global stock markets had a rough week with the Asian markets hit the hardest but the Eurozone and US were also under pressure. Still, the US averages are holding well above the prior swing lows. The Russian market has been one of the worst, down over 27%, so far this year, and if they are hit with sanctions it will get worse.

The combination of the continuing crisis in the Ukraine and more weak data out of China has increased the fear amongst investors. It is hard to tell how far Putin will push the West as his behavior over the past few years seems to be steroid induced.

The ups and downs of investor sentiment have been quite typical since the end of 2013 when the bulls dominated, but in just over two months they have become more nervous. Those who decided to buy if the market declined seem to be having second thoughts.

Hot Oil Service Companies To Own For 2015: Xueda Education Group(XUE)

Xueda Education Group provides tutoring services for primary and secondary school students in the People?s Republic of China with a focus on offering personalized tutoring services. Its services include consultation and assessment, formulation of a customized study plan, personalized tutoring, and delivery of supporting services. The company also provides course offerings that cover various academic subjects taught in primary and secondary schools, such as mathematics, English, physics, Chinese, and chemistry; and self-designed courses beyond the standard curriculum in certain subjects, as well as in subjects not taught at public primary and secondary schools. As of December 31, 2010, its tutoring service network comprised 207 learning centers and approximately 9,650 full-time service professionals, serving customers located in 53 economically developed cities across 27 of China?s 31 provinces and municipalities. The company was founded in 2001 and is headquartered in Beij ing, the People?s Republic of China.

Advisors' Opinion:
  • [By Garrett Cook]

    Non-cyclical consumer goods & services shares fell 0.45 percent on Tuesday. Top losers in the sector included Diamond Foods (NASDAQ: DMND), down 3.4 percent, and Xueda Education Group (NYSE: XUE), off 2.6 percent.

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    In trading on Friday, non-cyclical consumer goods & services shares were relative leaders, up on the day by about 0.09 percent. Among the leading sector stocks, gains came from Rite Aid (NYSE: RAD) and Xueda Education Group (NYSE: XUE). Financial sector was the leading decliner in the US market today.

Hot China Companies For 2014: Arotech Corporation(ARTX)

Arotech Corporation, together with its subsidiaries, provides defense and security products. It operates in three divisions: Training and Simulation, Battery and Power Systems, and Armor. The Training and Simulation division develops, manufactures, and markets multimedia and interactive digital solutions for use-of-force training and driving training of military, law enforcement, security, and other personnel; provides simulators, systems engineering, and software products to the United States military, government, and private industry; and offers specialized use of force training for police, security personnel, and the military. The Battery and Power Systems division manufactures and sells lithium and zinc-air batteries for defense and security products and other military applications; and develops and sells rechargeable and primary lithium batteries and smart chargers to the military and to private defense industry. This division also develops, manufactures, and markets primary zinc-air batteries, rechargeable batteries, and battery chargers for the military; and produces water-activated lifejacket lights for commercial aviation and marine applications. The Armor Division manufactures military and paramilitary armored vehicles, and employs sophisticated lightweight materials to produce aviation armor; and uses engineering concepts to produce combat armored military vehicles and up-armor civilian commercial vehicles. This division also uses lightweight armoring materials and advanced engineering processes to provide ballistic armor kits for rotary and fixed wing aircraft. Arotech sells its products primarily in the United States, Israel, Taiwan, Canada, England, Germany, Australia, China, Hong Kong, Mexico, India, Spain, Singapore, and Japan. The company was formerly known as Electric Fuel Corporation and changed its name to Arotech Corporation in September 2003. Arotech Corporation was founded in 1990 and is based in Ann Arbor, Michigan.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Shares of Arotech Corp. (ARTX) �declined 5.6% to $3.55 after the defense and security products maker announced a secondary offering of its shares to pay off debt and other corporate expenses.

  • [By Anna Prior]

    Defense and security-products maker Arotech Corp.(ARTX) said it plans to offer an unspecified amount of its shares in a public offering. Arotech recently had about 21 million shares outstanding, according to FactSet. Shares fell 6.9% to $3.50 premarket.

Hot China Companies For 2014: Bona Film Group Limited(BONA)

Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Bryan Murphy]

    With just a quick glance at the chart, Bona Film Group Ltd (NASDAQ:BONA) doesn't look like anything other than an erratic mess. When you take a step back and take a look at the longer-term chart of BONA, however, you can see the last several weeks have ushered in a major bullish change of direction for the stock... meaning now's a great time to start wading into a position.

  • [By Bryan Murphy]

    It's certainly no The Walt Disney Company (NYSE:DIS). It's not even a Lions Gate Entertainment Corp. (NYSE:LGF). Yet, Bona Film Group Ltd (NASDAQ:BONA) is a solid company in its own right, and BONA shares are looking more compelling right now than DIS or LGF are here, even though all three companies are in the same industry.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Bona Film Group (Nasdaq: BONA  ) , whose recent revenue and earnings are plotted below.

Hot China Companies For 2014: Suntech Power Holdings Co. LTD.(STP)

Suntech Power Holdings Co., Ltd., a solar energy company, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products. The company also provides engineering, procurement, and construction services to building solar power systems for certain related party and third party customers. Its products include monocrystalline and multicrystalline silicon PV cells; PV modules; and building-integrated photovoltaics products. In addition, the company provides PV system integration services, including designing, installing, and testing PV systems used in lighting for outdoor urban public facilities, as well as in farms, villages, and commercial buildings; and project development services. Its products are used to provide electric power for residential, commercial, industrial, and public utility applications. The company sells its products through value-added resellers, such as distributors and system integrators; and to end users, such as project develo pers primarily in Germany, Italy, Spain, France, Benelux, Greece, the United States, Canada, China, the Middle East, Australia, and Japan. Suntech Power Holdings Co., Ltd. is headquartered in Wuxi, the People?s Republic of China.

Advisors' Opinion:
  • [By Travis Hoium]

    It's been a little over a month since Suntech Power (NYSE: STP  ) refused to pay bondholders the money they were owed, which eventually left the company's Chinese operations in insolvency. The company isn't quite bankrupt yet, but all indications are that it's headed that way, because even Chinese banks want to liquidate operations.

  • [By Dan Caplinger]

    Most of the move in Trina's stock has come in just the past month, as two trends have really taken hold since April. First, U.S. companies First Solar (NASDAQ: FSLR  ) and SunPower (NASDAQ: SPWR  ) have given rosy projections of their respective future prospects, as First Solar aims to improve its panels' efficiency through its acquisition of TetraSun, and SunPower has benefited from its industry-leading efficiency in boosting its profits. In addition, with the bond default earlier this year by Suntech Power (NYSE: STP  ) , some believe that the Chinese government might allow weaker Chinese players to fail, which could potentially lead to reduced production and end what has been a crippling supply glut that has weighed on prices around the world.

Hot China Companies For 2014: DAQQ New Energy Corp.(DQ)

Daqo New Energy Corp., together with its subsidiaries, manufactures and sells polysilicon in China. The company sells its polysilicon to photovoltaic product manufacturers for use in the processing of ingots, wafers, cells and modules for solar power solutions. It also produces and sells mono-crystalline and multi-crystalline modules to photovoltaic system integrators and distributors in China and internationally under its Daqo brand. The company was formerly known as Mega Stand International Limited and changed its name to Daqo New Energy Corp. in August 2009. Daqo New Energy Corp. was founded in 2006 and is headquartered Wanzhou, the People?s Republic of China.

Advisors' Opinion:
  • [By Lisa Levin]

    Daqo New Energy (NYSE: DQ) shares gained 12.78% to $33.58 on quarterly results.

    SINA (NASDAQ: SINA) rose 7.26% to $51.29 after the company reported upbeat quarterly results.

Hot China Companies For 2014: NetQin Mobile Inc. (NQ)

NetQin Mobile Inc. operates as a software-as-a-service provider of consumer-centric mobile Internet services focusing on security and productivity in the People?s Republic of China and internationally. It provides a suite of mobile Internet services that protect mobile users from security threats and enhance their productivity. It offers mobile security services, including mobile malware scanning, Internet firewall, account and communication safety, anti-theft, performance optimization, hostile software rating and reporting, and other services to protect users from mobile malware threats, data theft, and privacy intrusion. The company also provides mobile productivity services comprising screening incoming calls, filtering unwanted spam, SMS messages, protecting communication privacy, and managing calendar activities, as well as cloud-side synchronization of personal data, including address books, text messages, and calendars to enhance time and relationship management. In addition, it provides personalized intelligent cloud services that utilize synchronized user information to provide tailored user experience and extend the functionalities of its core services. Further, the company offers security forums and download services for third-party mobile applications. The company was founded in 2005 and is based in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Paul Goodwin]

    The good guys (law abiding mobile users) are being preyed up by the bad guys (hackers and scammers). And that, in a nutshell, is why there is a company called NQ Mobile (NQ).

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    In trading on Friday, telecommunications services shares were relative leaders, up on the day by about 0.83 percent. Meanwhile, top gainers in the sector included NQ Mobile (NYSE: NQ), up 5.2 percent, and PT Telekomunikasi Indonesia Tbk (NYSE: TLK), up 5.3 percent. Basic materials shares fell about 0.33 percent in trading on Friday.

  • [By Eddie Staley]

    Telecommunications services shares jumped around 1.19 percent in today’s trading. Top gainers in the sector included NQ Mobile (NYSE: NQ), China Unicom (Hong Kong) (NYSE: CHU), and Partner Communications Company (NASDAQ: PTNR).

  • [By Garrett Cook]

    Telecommunications services shares fell around 0.65 percent in trading on Monday. Top losers in the sector included NQ Mobile (NYSE: NQ), down 4 percent, and ORBCOMM (NASDAQ: ORBC), off 5 percent.

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