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 Tracking 1271 U.S. listed China Stocks and Counting...
 Tracking 3167 U.S. Stocks and Counting...
Created: 01-Jan-2008

Reprint of Original Articles

  • Thursday, December 18, 2014, 12:48 PMmore... 
    Global Sources Lt (NASDAQ:GSOL) renewed its contract to host its highly successful trade shows at AsiaWorld-Expo (AWE) in Hong Kong in 2017 and 2018 for approximately US$23.1 million.
     
  • Thursday, December 18, 2014, 12:45 PM 
    Tier 1 Pink Kreisler Mfg Co (PINK:KRSL) announced a $3.00 dividend. 
  • Thursday, December 18, 2014, 12:44 PM 
    Tier 1 PInk Pd-Rx Pharmaceuti (PINK:PDRX) reported FY2014 (year ending June 30 2014) EPS of $1.13 vs. $0.70 in the prior year period. 
  • Wednesday, December 17, 2014, 12:26 PMmore... 
    Extendicare Inc (PINK:EXETF) announced its intention to purchase for cancelation up to 10% of the public float of its common shares over a maximum 12-month period.
  • Wednesday, December 17, 2014, 12:25 PMmore... 
    Highpower Interna (NASDAQ:HPJ) announced that Huizhou Highpower Technology Ltd., Highpower International's wholly-owned subsidiary, officially qualified for addition to Samsung's supply chain as a supplier of lithium-based battery products.
  • Tuesday, December 16, 2014, 11:00 AMmore... 
    Concord Medical S (NYSE:CCM) announced that the Company has, through its subsidiaries, entered into a definitive agreement to sell 52% equity interest in Chang'an Hospital to the owner of the 48% equity, for a total consideration of RMB 398 million (US$64.8 million or $1.44 per share).
  • Tuesday, December 16, 2014, 10:59 AMmore... 
    Lightinthebox Hol (NYSE:LITB) announced that its Board of Directors has authorized to extend its existing share repurchase program for an additional 12-month period through December 15, 2015.
  • Tuesday, December 16, 2014, 10:56 AM 
    Coding Rcm Technologies (NASDAQ:RCMT) as a GeoBargain. See our full note here
  • Friday, December 12, 2014, 09:00 AM 
    SLOT now trades as "" (OTC BB:SLOTD).
  • Thursday, December 11, 2014, 09:30 AMmore... 
    GeoBargain B- Scada Inc. (PINK:SCDA) reports preliminary 32% annual revenue increase which equates to a record $640,000 Q4 2014 following previous record results of $574,000 in Q3 2014. The company profitability is expected to decline due to increasing its investment into the company including  marketing initiative to help drive growth.  We are not overly concerned in the decrease in profitability at these stages in SCDA’s growth cycle, since achieving top line growth rate in excess of 20% is the key factor in the early stages of SaaS companies (from our experience).  The company has set a target of 25% revenue growth for the Company overall for 2014-2015.
     
  • Thursday, December 11, 2014, 09:30 AMmore... 
    GeoBargain on the radar Igi Laboratories (NYSE AMEX:IG) announced pricing of convertible notes. The Notes will be convertible at an initial conversion price of approximately $11.29 per share, which represents a conversion premium of approximately 27.0% over yesterday's closing price.  Estimated dilution from conversion translates to about 25%. IG intends to use the proceeds for general corporate purposes, including, without limitation, capital expenditures and potential future acquisitions and strategic transactions.
     
  • Thursday, December 11, 2014, 09:30 AMmore... 
    Tuniu Corporation (NASDAQ:TOUR) - rumor is Jd.com Inc. (NASDAQ:JD) might participate in TOUR's planned $100 million equity offering.
     
  • Thursday, December 11, 2014, 09:00 AM 
    AVRN now trades as Avra (OTC BB:AVRND).
  • Wednesday, December 10, 2014, 10:16 AMmore... 
    Refer to our short investment thesis on Bio-Reference Laboratories, Inc. (NASDAQ:BRLI) on Seeking Alpla: "Bio-Reference Laboratories Tested: Undisclosed Lawsuit Alleges Fraud, Ex-Employees Speak Out". 
  • Wednesday, December 10, 2014, 09:30 AMmore... 
    Momo Inc. (PINK:MOMO) (Upcoming IPO) - a mobile-based social networking platform in China is is offering 16 million American Depositary Shares (ADS) and sees pricing of $12.50 to $14.50 each.  Shares are set to begin trading tomorrow. 
     
  • Wednesday, December 10, 2014, 09:30 AMmore... 
    China Information (NASDAQ:CNIT) announced that the Company was selected by a leading advertising agency to install 10,000 cloud-based new media elevator terminals in Fujian province.
  • Wednesday, December 10, 2014, 09:30 AMmore... 
    Tuniu Corporation (NASDAQ:TOUR) announced that the Company has signed a strategic agreement with Ctrip.com International CTRP, to expand their collaboration on shared travel resources.
     
  • Wednesday, December 10, 2014, 09:30 AMmore... 
    Nq Mobile Inc. Am (NYSE:NQ) announced changes in the company’s management team and a voluntary two year share lock up by a group of the company’s largest shareholders. Current Co-CEO and Chairman of Board, Mr. Henry Yu Lin, stepped down from his position for “personal reasons unrelated to the company” and three founders, including Mr. Lin, agreed to an additional two year lock up period of their collective shares.  
     
  • Wednesday, December 10, 2014, 09:30 AMmore... 
    Forevergreen Worl (OTC BB:FVRG) - Revisiting the FVRG story as the company once again issues strong financial guidance. FVRG announced fiscal 2015 revenue guidance of $90 to 100 million, 55 to 70% growth over 2014 and net income guidance of $3.6 to $5 million (EPS of $0.17 to $0.23). In our 5/20/2013 email we mentioned that we were taking a speculative position in FVRG when the stock was trading at $0.22.  In our 10/1/2013 we mentioned that we were locking in some profits as the stock hit new 52 week high of $1.98.  On 11/21/2013 we locked in the rest of our gains as we closed out our position around $1.50.  We have stated on several occasions that we are still uncertain if this is a legitimate company or a possible pump and dump, and will continue to track the story.   We will re-kindle our due diligence efforts. 
  • Tuesday, December 9, 2014, 09:30 AMmore... 
    Soufun Holdings L (NYSE:SFUN) announced that the strategic cooperation agreements the company entered into with CTC and certain other parties on October 7, 2014 have been terminated.
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Zon4Ever 04-Aug-2010 09:35 AM
Post Type: Public Public
What's Next for GeoBargains/Specials (#3347) 04-Aug-2010 09:35 AM

This is a reprint that was temporarily lost...

We have updated this article with a short blurb indicating if SAIC files match SEC files. We are still in the process of verifying the source and accuracy of the information we obtained.

Monday, July 26, 2010, 11:00 AM ET -

On July 6, 2010 we removed all ChinaHybrids from the GeoBargain/Special lists, pending review. We've published the majority of the results from our first round of due diligence. Thus far, we’ve reached the following conclusions for the previous GeoBargain stocks: (Please see important note at bottom of article).

Tier one: those stocks that we believe are shareholder friendly and have a good chance of exhibiting 30% EPS growth for the next four quarters:

Deer Consumer Products (NASDAQ:DEER       (FIE: Filings appear not to match)
China Mediaexpress Holdin (NASDAQ:CCME)  (VIE: Filings appear not to match)
New Energy Systems Group (OTC BB:NEWN)  (FIE: Filings appear not to match)
 

UPDATE: PLEASE NOTE THAT WE CAN NO LONGER CONSIDER STOCKS WITH MIS-MATCHING PRC FILINGS AS TIER ONE,INCLUDING  DEER CCME NEWN

Research notes for each one of these stories are available outlining wrinkles that, if not eventually be addressed, could impact the perception of their growth stories.

Tier two: Companies that could provide investors with stellar returns as long as dilution and/or existing financial statement quality issues do not derail the growth stories.

China Armco Metals (NYSE AMEX:CNAM) - Capital intensive business; debt to equity ratio is over 20%. We are not sure how investors will react to what we feel may be a weak 2010 second quarter as EPS is expected to significantly ramp up in the third quarter.   (FIE: Files appear to match on revenues, but not on net income)

Telestone Technologies (NASDAQ:TSTC) - Account receivables and lack Cash flow generation are factors to consider; Dilution may be an issue; Has missed guidance on occasion, but recently reaffirmed as well as added net income to its guidance.  (VIE: Files appear not to match)

China Wind Systems Inc (NASDAQ:CWS) - Future dilution may be an issue.

China Valves Tech (NASDAQ:CVVT) - We are not sure how investors will react to what we feel may be a weak 2010 second quarter as EPS is expected ramp up in the third quarter.

China Transinfo Tech (NASDAQ:CTFO) - Can the company achieve P/E expansion with current cash flow issues?  Still, it may worth considering.

Soko Fitness & Spa (OTC BB:SOKF)- Still waiting for the company to deploy funds from a recent capital raise, but long-term goals appear in tact.  Company has not issued guidance.

Research notes for each one of these stories are available, outlining wrinkles that, if not eventually be addressed, could impact the perception of their growth stories.

The remaining ex-GeoBargain stocks…

China-Biotics (NASDAQ:CHBT)
China Environmental (OTC BB:CNVP)
China Yida Holdings (NASDAQ:CNYD)
Huifeng Bio-Pharma Tech (OTC BB:HFGB)
Hong Kong Highpower (NASDAQ:HPJ)
Yongye Intl (NASDAQ:YONG)
Harbin Electric (NASDAQ:HRBN)

...will be monitored to determine if they are in a position to consistently grow quarterly EPS by at least 30%, while maintianing quality. Aggressive investors may want to perform further due diligence to anticipate which of these firms will achieve 30% EPS growth, thus making current entry points very attractive.

We are also in the midst of doing a similar analysis for GeoSpecial stocks.  So far, Yuhe Intl (NASDAQ:YUII) is doing a good job addressing the market by emphasizing a goal to maintain EPS growth. According to recent articles, It also appears that its Chinese and SEC filings match.  

Additionally, we have identified several additional promising ChinaHybrids stocks that we have begun to track internally.

We are not market timers so investors will have to make their own personal entry point decisions. However, the overall fear of not being in stocks is far outweighed by the reward of great returns, even if a few bad decisions are made in the process. As investors, we can focus on all the reasons not buy a stock or the solid reasons to buy. If we focus too much on the negative, we just miss too many opportunities. Current prices certainly seem well worth the risk for some exposure in select ChinaHybrid stocks as well as U.S. stocks. The big elephant still in the room is the topic of Chinese and SEC filings not matching.

***Very Important GeoTeam note. We have yet to verify if the Chinese filings for ChinaHybrid stocks we monitor match respective SEC filings. We are in the process of completing this task. Although we are not totally convinced that SAIC filings are an accurate represenation of financial statements the issue is impacting stock prices.  Conservative investors may want to limit exposure or buy put options on stocks, that have this availability, as insurance against long positions, until we publish our findings. Odds are we will identify some promising companies that will fail this litmus test. 

Positions: Long NEWN, DEER, CCME, CWS, CNVP, HFGB, SOKF, TSTC; Short CHBT at time of this post.

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