China Watch Portfolio - 4
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Created by barrons3
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Date updated:12-30-2008

This portfolio is made up of some of the best China stock plays. Some of these stocks were also mentioned on TheStreet.com's video series "China Watch" and some other China-related sources.

symbol name last price % change open
  • +
  • SOHU
    Sohu.com Inc.
  • $54.63
  • -2.45%
  • $53.64

Top China Stock Picks for 2009: David Sterman likes Sohu.com for a long-term play on online advertising in China. The company throws off 33% net profit margins.

People owning SOHU also tend to own: ABXBHPBVNCAMCEOCRESYDXD

TheStreet.com Rating: B What is this?

  • +
  • FMCN
    Focus Media Holdi
  • $12.83
  • -0.93%
  • $12.40

Top China Stock Picks for 2009: David Sterman also likes advertising company Focus Media. Sterman said Focus Media is well positioned to play the Chinese consumer. The stock has been hammered down from $59 to a current price of around $8 a share.

People owning FMCN also tend to own: AMATAMTAMXBIDUKRYRACKSTP

TheStreet.com Rating: No Rating What is this?

  • +
  • CHL
    China Mobile Limi
  • $47.67
  • -2.28%
  • $47.00

Top China Stock Picks for 2009: David Sterman called China Mobile the AT&T of China. The company has a very strong balance sheet and trades at 12 times 2009 earnings.

People owning CHL also tend to own: CAJNCTYSINAAMXATBCECCU

TheStreet.com Rating: No Rating What is this?

  • +
  • BIDU
    Baidu
  • $439.72
  • -0.56%
  • $426.49

Since Sterman is bullish on Sohu.com, investors might want to add to their radar some other Chinese Internet. Baidu.com is the leading search engine in China. The stock is down from $398 to around $121 a share. Goldman Sachs Group recently upgrade the stock to their conviction buy list, saying the company is set to increase profit and sales thanks to a rise in paid Web searches in the country.

People owning BIDU also tend to own: AMATAMTAMXFMCNKRYRACKSTP

TheStreet.com Rating: B- What is this?

  • +
  • NTES
    Netease.com
  • $37.34
  • -1.19%
  • $36.67

Another Chinese Internet stock worth considering is NetEase.com. This company operates three segments: Online Game Services, Advertising Services and Wireless Value-added Services. The stock trades at a forward price-to-earnings of 11.

People owning NTES also tend to own: AAPLACIAEMCOPERFGOOGHAL

TheStreet.com Rating: B+ What is this?

  • +
  • SINA
    Sina Corporation
  • $44.78
  • +0.27%
  • $43.56

Take a look at Chinese Internet stock SINA Corporation. Sina is an online media company and information services provider in China. This stock has plunged from $58 to around $23 a share. SINA trades at just 12 times forward earnings and the company has over $460 million in cash on its balance sheet.

People owning SINA also tend to own: AAPLBLE.TOCHINACTRPELR.TOEMUFCX

TheStreet.com Rating: B- What is this?

  • +
  • SNDA
    Shanda Interactiv
  • $49.90
  • -0.50%
  • $48.76

Investors might want to put Chinese Internet stock Shanda Interactive on their radar. Shanda is an interactive entertainment media company, operates online games in China. This stock is only $8 off its 52-week high of $38 a share, which shows it has held up well in the bear market. Shares trade at only 10 times forward earnings.

People owning SNDA also tend to own: ABTAMXAUYBAPBRK.BBVFDD

TheStreet.com Rating: B What is this?

  • +
  • CHU
    China Unicom (hk)
  • $13.35
  • 0.00%
  • $N/A

Since Sterman is bullish on China Mobile, investors might want to take a look at China Unicom. This stock has fallen from $25 to around $12 a share. The dividend yield on the stock is 2.2%.

People owning CHU also tend to own: AUYDARECLGRMNKOLNSTRPGH

TheStreet.com Rating: C What is this?

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