15 BRIC Stocks Being Snapped Up by the Smart Money
by Kapitall
December 29, 2010
about: CAAS / CBPO / CCM / CHL / CISG / CPL / CSR / CVVT / GFRE / HOGS / JOBS / LONG / SHI / TTM / ZNH
The following is a list of BRIC stocks that have seen significant institutional buying over the last three months.
To compile the list, we started with a universe of about 120 stocks from Brazil, Russia, India and China (i.e. the BRIC nations). We then narrowed down the list by only focusing on those stocks that saw significant increases in institutional ownership over the last three months.
The smart money seems to think there's potential with these names--what do you think? Full details below.
Institutional data sourced from Reuters, short float and performance data sourced from Finviz.
The list has been sorted by the change in institutional ownership.
1. Concord Medical Services Holdings Limited (CCM): China. Hospitals Industry. Market cap of $368.13M. Institutional investors currently own 15,615,723 vs. 7,955,193 shares held three months ago (+96.3% change). Short float at 0.02%, which implies a short ratio of 0.1 days. The stock has lost -12.91% over the last year.
2. China Biologic Products, Inc. (CBPO): China. Biotechnology Industry. Market cap of $386.39M. Institutional investors currently own 10,806,744 vs. 6,578,835 shares held three months ago (+64.27% change). Short float at 10.32%, which implies a short ratio of 10.5 days. The stock has gained 32.34% over the last year.
3. Zhongpin, Inc. (HOGS): China. Food Industry. Market cap of $656.31M. Institutional investors currently own 16,591,306 vs. 11,417,379 shares held three months ago (+45.32% change). Short float at 10.87%, which implies a short ratio of 7.07 days. The stock has gained 27.67% over the last year.
4. Cninsure Inc. (CISG): China. Insurance Brokers Industry. Market cap of $746.8M. Institutional investors currently own 30,658,752 vs. 22,585,147 shares held three months ago (+35.75% change). Short float at 10.67%, which implies a short ratio of 4.37 days. The stock has lost -20.96% over the last year.
5. China Automotive Systems Inc. (CAAS): China. Auto Parts Industry. Market cap of $375.07M. Institutional investors currently own 1,266,141 vs. 1,024,858 shares held three months ago (+23.54% change). Short float at 15.2%, which implies a short ratio of 4.16 days. The stock has lost -30.36% over the last year.
6. China Valves Technology, Inc. (CVVT): China. Industrial Equipment & Components Industry. Market cap of $356.79M. Institutional investors currently own 16,075,099 vs. 13,065,944 shares held three months ago (+23.03% change). Short float at 12.79%, which implies a short ratio of 5.24 days. The stock has gained 18.25% over the last year.
7. Sinopec Shanghai Petrochemical Co. Ltd. (SHI): China. Oil & Gas Refining & Marketing Industry. Market cap of $3.74B. Institutional investors currently own 546,656 vs. 451,575 shares held three months ago (+21.06% change). Short float at 0.26%, which implies a short ratio of 3.08 days. The stock has gained 32.21% over the last year.
8. Tata Motors Ltd. (TTM): India. Auto Manufacturer. Market cap of $16.77B. Institutional investors currently own 49,875,176 vs. 41,623,006 shares held three months ago (+19.83% change). Short float at 4.39%, which implies a short ratio of 5.17 days. The stock has gained 73.86% over the last year.
9. Gulf Resources, Inc. (GFRE): China. Specialty Chemicals Industry. Market cap of $355.75M. Institutional investors currently own 6,914,884 vs. 5,843,126 shares held three months ago (+18.34% change). Short float at 15.41%, which implies a short ratio of 8.37 days. The stock has lost -5.61% over the last year.
10. China Mobile Limited (CHL): China. Wireless Communications Industry. Market cap of $197.98B. Institutional investors currently own 58,609,348 vs. 50,037,014 shares held three months ago (+17.13% change). Short float at 0.25%, which implies a short ratio of 1.95 days. The stock has gained 13.95% over the last year.
11. 51job Inc. (JOBS): China. Staffing & Outsourcing Services Industry. Market cap of $1.36B. Institutional investors currently own 5,781,973 vs. 4,961,677 shares held three months ago (+16.53% change). Short float at 3.49%, which implies a short ratio of 3.9 days. The stock has gained 173.16% over the last year.
12. eLong Inc. (LONG): China. Personal Services Industry. Market cap of $436.26M. Institutional investors currently own 2,215,537 vs. 1,913,783 shares held three months ago (+15.77% change). Short float at 0.25%, which implies a short ratio of 0.47 days. The stock has gained 58.62% over the last year.
13. CPFL Energia S.A. (CPL): Brazil. Foreign Utilities Industry. Market cap of $11.78B. Institutional investors currently own 5,958,000 vs. 5,158,339 shares held three months ago (+15.5% change). Short float at 0.86%, which implies a short ratio of 5.53 days. The stock has gained 25.97% over the last year.
14. China Southern Airlines Co. Ltd. (ZNH): China. Major Airlines Industry. Market cap of $4.67B. Institutional investors currently own 1,565,510 vs. 1,360,580 shares held three months ago (+15.06% change). Short float at 0.5%, which implies a short ratio of 2.68 days. The stock has gained 81.62% over the last year.
15. China Security & Surveillance Technology, Inc. (CSR): China. Security & Protection Services Industry. Market cap of $460.74M. Institutional investors currently own 31,026,158 vs. 27,001,612 shares held three months ago (+14.9% change). Short float at 11.64%, which implies a short ratio of 7.58 days. The stock has lost -29.8% over the last year.
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