asia play

China Watch: AsiaInfo: Larsen Kusick, the manager of the Breakout Stocks portfolio, explains why he believes AsiaInfo Holdings is a great long-term story.
Click here to watch the video.

my foreign play

Buy - Price 13.75 on June 3
by CRT Capital Group

Target: 15. Continuing restructuring [in] the China telecommunications industry, driven by the government...and the Summer Olympics [are among positive catalysts we see for ASIA]. Based on '09 estimates, ASIA's shares trade at a multiple of 19.6 times, a premium versus 16.8 times forward multiple of its four-company peer group. [That] premium moves closer to parity when the...outlier in the peer group -- Jingwei International, at 6.9 times -- is excluded; then the three-company subset has a 19.5 times average forward multiple. We believe these valuation multiples are warranted given the... growth prospects in [many segments of ASIA's business]. Market cap: $624 million.

China play

Ditto

The new deal with China.

China is the growth market of our times.....This company provides IT support for billing.....and you know China is going to send us the bill!! Might as well make a buck or two ourselves....

trace stock

AsiaInfo Holdings, Inc. and its subsidiaries provide telecom software solutions and information technology (IT) security products and services to the telecommunications market in China.