Date updated:12-30-2007
Chinese Stocks

-
GSOL
Global Sources Lt - $7.74
- -7.97%
- $8.20
A market leader in China trade shows and trade magazines. Its web site is one of the leading B2B trade portals. Marketing and advertising stands to benefit when things slow down. Compared to Ali Baba this stock is cheap. Citi has a 12 month target of $45.00

-
ACH
Aluminum Cp Chin - $13.30
- -6.60%
- $13.14
The world's 2nd largest aluminium producer. Has steadily increased the price of aluminium. P/E of around 15 with a dividend yield of 1.92% - at the current price this growth stock is cheap. JP Morgan and Goldman have made bullish calls about this stock

-
ADM
Archer Daniels Md - $18.37
- -0.81%
- $18.02
This is a great way to play the China Growth Story with very little downside risk. As China grows, its population becomes more affluent, creating a sustained demand for meat. Make no bones about it, we are feeding the World's largest population. More livestock means more grain. To keep up with grain production, we need more fertiliser. Grain production has also soared because of the biofuel trend.

-
TNH
Terra Nitr Co Com - $81.10
- -10.29%
- $87.99
This is a great way to play the China Growth Story with very little downside risk. As China grows, its population becomes more affluent, creating a sustained demand for meat. Make no bones about it, we are feeding the World's largest population. More livestock means more grain. To keep up with grain production, we need more fertiliser. Grain production has also soared because of the biofuel trend.

-
CF
Cf Ind Hldgs Inc - $54.08
- -4.25%
- $51.30
This is a great way to play the China Growth Story with very little downside risk. As China grows, its population becomes more affluent, creating a sustained demand for meat. Make no bones about it, we are feeding the World's largest population. More livestock means more grain. To keep up with grain production, we need more fertiliser. Grain production has also soared because of the biofuel trend.

-
TRA
Terra Inds Inc - $20.51
- -5.70%
- $20.03
This is a great way to play the China Growth Story with very little downside risk. As China grows, its population becomes more affluent, creating a sustained demand for meat. Make no bones about it, we are feeding the World's largest population. More livestock means more grain. To keep up with grain production, we need more fertiliser. Grain production has also soared because of the biofuel trend.

-
GRO
Agria Corp Ads - $2.70
- -15.36%
- $3.04
This is a great way to play the China Growth Story with very little downside risk. As China grows, its population becomes more affluent, creating a sustained demand for meat. Make no bones about it, we are feeding the World's largest population. More livestock means more grain. To keep up with grain production, we need more fertiliser. Grain production has also soared because of the biofuel trend.

-
SNDA
Shanda Interactiv - $25.67
- +0.08%
- $24.45
We are bullish on the Chinese Online Gaming sector. With an online community conservatively estimated at 137 Million - this sector still has plenty of room for growth. The leader of the Chinese Online Gaming sector is Shanda Interactive. This company has about 19% of the market. It has recently succesfully changed its business model - charging only for in game features/upgrades such as weapons and armour. Shanda has also secured licences from Korean game developers -ensuring a pipeline of new games. At a PE of 13 this stock is cheap. Citi has a 12 month price target of $40.
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