underperformer

I’m keeping a close eye on China’s consumers, said Tim Seymour, they seem to be in much better shape than their American counterparts. As a result, I think you can game that strength through a real estate play -- E-House (EJ) which trades here in the US. I also like the gaming space with online game developer Giant Interactive (GA) .

Hold - Price 8.26 on May 26
by Roth Capital Partners

GA, which develops and operates online games in China, reported first-quarter '09 revenue of $54.7 million...slightly below our and Street estimates; yet EPS of 15 cents was 1 cent ahead of our estimate and consensus. We're maintaining our Hold rating, but increasing our target to 7 (previously 6) to account for sector multiple expansion...which translates into 10 times our [fiscal-year] '10 E-EPS...a slight discount to the peer group. We believe the shares are [now] fairly valued. Market cap: $1.8 billion.

China growth online multiplayer games

Hold - Price 6.80 on April 1
by Roth Capital Partners

Digital-production company Giant [creates interactive content for DVD, HD-DVD, Blu-ray, iPod Video, mobile and many other forms of new media]. We believe the shares are fairly valued...[at] 11.3 times and 9.7 times our fiscal-year '09 and FY10E-EPS, respectively. We apply a 10 times multiple to our FY09 EPS estimate of 60 cents to arrive at our 6 price target. We note 10 times is a discount to the historical forward P/E multiple, but in line with the comparable group. Market cap: $1.5 billion.

looks promising

If you want to play China, be selective. I recommend the internet plays like Baidu (BIDU), Sohu.com (SOHU) and Giant Interactive (GA).

Friends that live in China tell me they all love playing GA's games.

Potential Chinese Game company with it's coming back CEO

Chinese concept new stock.
It has a very good financial