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Strategies & Market Trends : Greater China Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (2565)	9/29/2005 1:25:25 PM
From: RealMuLan	Read Replies (1) \| Respond to of 8334

[these guys must be short on these stocks<g>]-- Zacks.com Announces That Ian Wyatt Highlights the Following Stocks: Netease.com, Shanda, and Baidu.com Ian Wyatt, editor of the Growth Report newsletter, says investors are rightly concerned about the overly protective Chinese government. Learn about Netease.com (Nasdaq:NTES), Shanda (Nasdaq:SNDA), and Baidu.com (Nasdaq:BIDU). Click here for the full story exclusively on Zacks.com: at.zacks.com Highlights from the September 23 Featured Expert column by Ian Wyatt include: Last week the Chinese government announced plans to deter gamers from extensive game playing. The government is concerned about long-term play sessions in which a player would be involved in a roll playing game for six, twelve, or even over 24 hours. While China gaming companies such as Netease.com (Nasdaq:NTES) and Shanda (Nasdaq:SNDA) have been in the middle of a multi-year growth spurt, investors are rightly concerned about the overly protective Chinese government putting the nail in the coffin of profitable online gaming. Since Chinese gaming companies charge based upon the time a game is played, it is obviously in their interest to keep players playing for long periods of time, and as often as possible. This is something the Chinese government does not want. Turning to China search, Baidu.com (Nasdaq: BIDU) shares have taken it on the chin these past couple weeks, falling from $120 on November 14 to $79 and change where shares trade today. Shares of Baidu.com went public at $27 on August 4. Last week, Baidu.com IPO underwriters Goldman Sachs and Piper Jaffray took shares to the woodshed, initiating coverage with "Underperform" ratings. Goldman Sachs initiated coverage with a fair value price of $27 on Baidu shares. Meanwhile, Piper analyst Safa Rashtchy commented, "Baidu's current stock price has far exceeded even the most aggressive valuations and is distinctly 'off the chart,' in our view." Piper's $45 share price target represents a multiple of 27x 2007 EBITDA, plus cash. Source: Business Wire (September 29, 2005 - 6:00 AM EDT) News by QuoteMedia www.quotemedia.com

To: Lizzie Tudor who wrote (2565)	9/29/2005 6:38:28 PM
From: gemstruck	Respond to of 8334

I wouldn't underestimate Tencent. They're a more solid company than snda. They're on the HK exchange.

To: Lizzie Tudor who wrote (2565)	9/29/2005 8:41:59 PM
From: RealMuLan	Respond to of 8334

company Tencent -- Chinese name is TengXun. it is a late comer in network gaming in China and only listed in HK stock market. It starts in gaming only since 2003. It takes advantage of its QQ platform (an extremely popular Instance Message platform in China). And seems pushing the envelop somewhat, introduced Black Jack and other gambling nature games to teenagers. My guess is that they later had to withdraw since gambling is illegal in China. "when penguins attack" is just a small flash game on QQ platform. For now, they are NO peer of SNDA and NTES, but due to their popular QQ platform, they would put some threat to take some market share away.