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Posts Tagged ‘China stocks’

Adding JD.Com to my Volatility Portfolio on strength of Singles’ Day performance and ahead of Friday’s earnings report

Last time I owned Alibaba (BABA) e-commerce competitor JD.Com (JD) I got a 25% short-term pop. I think it's time to go back to that trade again. JD.Com sold $29.17 billion in goods during the recently completed Singles' Day shopping frenzy. That was a new record for JD.Com and even through the company's sales volume […]

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Ready for the “October 1 rally” in Chinese stocks?

October 1 is National Day in China. That's always a big deal as the country celebrates the founding of the People's Republic. But it's an even bigger deal this year since this October 1 marks the 70th anniversary of the founding. Speculators know that in the run up to past National Days the Chinese government […]

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Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report

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Why are shares of China Southern Airlines up 12% today?

I can't find any news that explains why shares of China Southern Airlines (ZNH) are up 12% today. The entire Chinese market is higher on positive news on the U.S.-China trade talks, but that's been good for gains like 0.56% on JD.Com (JD) and 0.85% on CTRP International.com (CTRP) not 12%. China Southern did announce […]

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I said I’d sell CTRP on first sign that upward momentum had broken–well, I’m selling today

Yesterday I posted that I would sell Ctrip International.com out of my Jubak Picks portfolio at the first sign that the stock's upward momentum had broken. Well, the New York traded ADS for Ctrip closed down 5.42% today. I think that counts as a break and I'm selling this position. Ctrip was up 68.5% as […]

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After huge bounce on earnings, when is it time to sell China’s CTRP.com?

Way, way back on March 1 I wondered when it would be time to trim some China positions. The Shanghai market as a whole was up more than 14% in the last month. Sure, a potential U.S.-China trade deal offered the chance of a rally on the news, but Wall Street was starting to think […]

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Making Cheniere Energy my #8 pick in my Special Report: 10 stocks for an earnings recession

At the moment everything is running Cheniere Energy's (LNG) way.  And while natural gas remains a cyclical sector and subject to the ebbs and flows of the global economy, those catalysts are enough for me to make this the #8 pick for my Special Report: 10 stocks for an earnings recession. Cheniere is also a […]

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Adding JD.Com to my Special Report: 10 Best Buy Stocks for after the Bear–and to my Volatility Portfolio

JD.Com (JD) is my last purely China pick for this list of 10 Best Buy Stocks for after the Bear. The company has increased its share of the business to consumer eCommerce market to 19.5% in 2014 from 17.2% in 2011, according to iResearch. And grown its share of the mobile eCommerce market to 15.7% […]

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Special Report: 10 Best Buy Stocks for after the bear (or for now if you think the bear is over.)

Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over 2600--to 2605.82--at the close on Tuesday, January […]

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China ends its freeze on new game titles–good for Tencent soon-ish

China's media regulators have ended a nine-month freeze on the approval of new video games in the $30 billion Chinese market. Global industry (and Chinese market leader) Tencent Holdings (TCEHY) didn't have a title among the 80 new games approved, but the end of the freeze is good news for Tencent, which reported its first […]

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