China ADR stocks listed in NY

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Henry Chan

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Mar 2, 2012, 4:34:03 AM3/2/12
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Search and list by ranking

David Yeh

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Mar 2, 2012, 10:09:45 AM3/2/12
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i think YOKU start trending upward, stock still not making money yet.  But what is the business model?  Maybe we can take a look.

On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
Search and list by ranking

On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
Search and list by ranking

On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
Search and list by ranking

On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
Search and list by ranking

On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
Search and list by ranking

David Yeh

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Mar 2, 2012, 10:57:19 PM3/2/12
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somehow i think the more well known brands or company should benefit from their recognition and economics of scale.  Henry, please get the list ready so we can discuss the upside possibilities.

If we believe China is still a large market to be expanding, these company with previous example like BIDU, 700 shall benefit big time cause they are so scaleable and the market potential is so huge so they can capture a big slice of it.

Henry Chan

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Mar 3, 2012, 11:13:15 AM3/3/12
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Just finish the seminar by Alex Wong. He urged ppl to look at resources and brands. I think both are rite cause they are limited in nature. 
Resources are tracking inflation and economic growth. 
Brands like Apple, Nike, McDonald, Google, Wuliangye that all have sustainable business model.
We can start finding such company.


Tommy

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Mar 3, 2012, 7:07:38 PM3/3/12
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On Friday, March 2, 2012 5:34:03 PM UTC+8, Henry Chan wrote:
> Search and list by ranking

Where can I find the list and ranking?

Henry Chan

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Mar 6, 2012, 7:39:53 AM3/6/12
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the ADR list by performance ranking.

They are sorted with the return YTD and return of 720 day (around 3 year)

China ADR performance 3yr.xls
China ADR performance YTD.xls

David Yeh

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Mar 6, 2012, 7:52:04 AM3/6/12
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can Henry do some initial analysis based on chart + macro + our preferred environment criteria

we need to see whether there are any interesting companies, we can discuss on Friday.  

David Yeh

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Mar 12, 2012, 10:45:47 AM3/12/12
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Henry, after the conditions that we put in as discussed last Friday, do you have any preliminary findings?

Henry Chan

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Mar 13, 2012, 6:38:24 AM3/13/12
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have added the market caps for the ADR China candidate
ROE > 50% company
BIDU TCEHY CDGXY SPRD
 
ADR China play.xls

Henry Chan

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Apr 4, 2012, 8:04:33 AM4/4/12
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last year reference for most visited web organized by Google:

Learn about the ranking and their economic values that can provide.
For china related web, we can note:

8. baidu
10. qq.com
39. 56.com


The 1000 most-visited sites on the web

Learn more about this list

Data: July 2011

RankSiteCategoryUnique Visitors (users)ReachPage ViewsHas Advertising
1 facebook.comSocial Networks880,000,00051.3%1,000,000,000,000Yes
2 youtube.comOnline Video800,000,00046.8%100,000,000,000Yes
3 yahoo.comWeb Portals590,000,00034.4%77,000,000,000Yes
4 live.comSearch Engines490,000,00028.7%84,000,000,000Yes
5 msn.comWeb Portals440,000,00025.8%20,000,000,000Yes
6 wikipedia.orgDictionaries & Encyclopedias410,000,00023.7%6,000,000,000No
7 blogspot.comBlogging Resources & Services340,000,00019.6%4,900,000,000Yes
8 baidu.comSearch Engines300,000,00017.5%110,000,000,000Yes
9 microsoft.comSoftware250,000,00014.5%2,500,000,000Yes
10 qq.comWeb Portals250,000,00014.7%39,000,000,000Yes
11 bing.comSearch Engines230,000,00013.1%9,500,000,000Yes
12 ask.comSearch Engines190,000,00011.2%2,000,000,000Yes
13 adobe.comMultimedia Software160,000,0009.2%1,000,000,000No
14 taobao.comClassifieds160,000,0009.1%11,000,000,000Yes
15 twitter.comEmail & Messaging160,000,0009.3%5,900,000,000No
16 youku.comOnline Video140,000,0008.2%4,000,000,000Yes
17 soso.comSearch Engines140,000,0008.3%3,600,000,000Yes
18 wordpress.comBlogging Resources & Services130,000,0007.5%960,000,000Yes
19 sohu.comWeb Portals120,000,0006.9%5,800,000,000Yes
20 hao123.comWeb Portals120,000,0006.8%6,500,000,000Yes
21 windows.comWindows OS110,000,0006.3%500,000,000Yes
22 163.comWeb Portals110,000,0006.2%5,300,000,000Yes
23 tudou.comOnline Video110,000,0006.3%2,700,000,000Yes
24 amazon.comShopping Portals & Search Engines110,000,0006.2%4,900,000,000Yes
25 apple.comMac OS98,000,0005.7%1,000,000,000Yes
26 ebay.comAuctions88,000,0005.1%10,000,000,000Yes
27 4399.comOnline Games82,000,0004.8%7,000,000,000Yes
28 yahoo.co.jpWeb Portals81,000,0004.7%36,000,000,000Yes
29 linkedin.comSocial Networks80,000,0004.7%2,500,000,000Yes
30 go.comWeb Portals74,000,0004.3%3,300,000,000Yes
31 tmall.comApparel73,000,0004.2%1,300,000,000Yes
32 paypal.comMerchant Services & Payment Systems73,000,0004.2%1,700,000,000Yes
33 sogou.comSearch Engines72,000,0004.2%2,100,000,000Yes
34 ifeng.comWeb Portals67,000,0003.9%5,400,000,000Yes
35 aol.comWeb Portals66,000,0003.8%5,400,000,000Yes
36 xunlei.comFile Sharing & Hosting66,000,0003.8%2,300,000,000Yes
37 craigslist.orgClassifieds66,000,0003.8%24,000,000,000No
38 orkut.comSocial Networks66,000,0003.8%4,000,000,000No
39 56.comOnline Media66,000,0003.9%960,000,000Yes
40 orkut.com.brSocial Networks62,000,0003.6%43,000,000,000No
41 about.comHow-To‚ DIY & Expert Content61,000,0003.6%550,000,000Yes
42 skype.comVoice & Video Chat61,000,0003.5%540,000,000Yes
43 7k7k.comCasual Games61,000,0003.5%4,800,000,000Yes
44 dailymotion.comOnline Media61,000,0003.5%870,000,000Yes
45 flickr.comPhoto & Image Sharing60,000,0003.5%1,700,000,000Yes
46 pps.tvOnline Video60,000,0003.5%500,000,000Yes
47 qiyi.comMovies59,000,0003.5%1,400,000,000Yes
48 bbc.co.ukWorld News56,000,0003.2%2,500,000,000Yes
49 4shared.comFile Sharing & Hosting56,000,0003.2%2,500,000,000Yes
50 mozilla.comInternet Clients & Browsers55,000,0003.2%340,000,000No

David Yeh Jr.

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Apr 4, 2012, 8:59:33 AM4/4/12
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some i know what their underlying stock,  some i dont know. If relatively undiscovered and hasnt rise, should be YOKU?
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Chan Henry

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Apr 4, 2012, 10:56:23 AM4/4/12
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YOKU - youku, tudou
SOHU - soso, sohu, sogou
XNET - pending listing, xunlei

Also, SINA also doesn't rise

David Yeh

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Nov 29, 2012, 9:00:45 PM11/29/12
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QIHU starts to move up, please check
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