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 Tracking 1258 U.S. listed China Stocks and Counting...
 Tracking 3138 U.S. Stocks and Counting...
Created: 01-Jan-2008

Reprint of Original Articles

  • Yesterday, 9:30 AMmore... 
    Vimicro Internati (NASDAQ:VIMC) announced $29.2 million contract win in Chenzhou City of Hunan Province to provide video surveillance cameras and systems to the Municipal Government. 
     
  • Wednesday, October 22, 2014, 10:16 AMmore... 
    See our follow-up Seeking Alpha short thesis on China Green Agric (NYSE:CGA): "China Green Agriculture Chairman's Fulmination, Accusations Of Terrorism, And Another 'Sell' Rating".   
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    China Mobile Game (NASDAQ:CMGE) announced that it is granted the right by Sanrio to develop mobile games based on 12 famous characters including HELLO KITTY
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    Himax Technologie (NASDAQ:HIMX) announced that Google Inc. (GOOG) decided not to exercise its previously announced option to make an additional investment in HIMX's subsidiary, Himax Display Inc. ("HDI"). 
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    China Auto Logist (NASDAQ:CALI) received NASDAQ notification that it is no longer in compliance with market value requirement, the company has 180 days to regain compliance.
     
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    Wuxi Pharmatech ( (NYSE:WX) announced that it has entered strategic collaboration with Foundation Medicine to offer best-in-class comprehensive genomic profiling in China.
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    GeoSpecial Super Micro Compu (NASDAQ:SMCI) reported strong Q1 2015 results: Q1 2015 sales of $443.3 million vs $309.0 in the prior year and ahead of analyst estimates of $417.5 million; Q1 2015 non-GAAP EPS of $0.46 vs $0.22 in the prior year and ahead of analyst estimates of $0.38.
     
  • Wednesday, October 22, 2014, 09:30 AMmore... 
    GeoBargain Mastech Holdings (NYSE AMEX:MHH) reported Q3 2014 results: Q3 2014 sales of $28.6 million vs $28.2 million in the prior year; Q3 2014 EPS of $0.20 vs $0.23 in the prior year. 
     
  • Tuesday, October 21, 2014, 09:34 AMmore... 
    Staffing 360 (OTC BB:STAF) - We will begin tracking STAF due to strong Q1 2015 results.  Net sales increased to $33.4 million vs $1.3 million in the prior year period. The company is still losing money but is growing revenues at a rapid pace due to recent acquisition and has plans to uplist to Nasdaq. We will continue to track the progress of the company to see if achieving profitability is possible in the near term horizon.
  • Tuesday, October 21, 2014, 09:32 AMmore... 
    Ctrip.com Interna (NASDAQ:CTRP) and Priceline.com (PCLN) entered an agreement this August that PCLN will invest $500 million convertible bond which is convertible into 6.1 million common shares (ADS).  PCLN is also granted permission by CTRP that, combined with convertible bonds, PCLN can hold up to  a 10% stake in CTRP.  According to a 13D/A filed on 10/21/2014, PCLN has been continuously conducting open market purchase of the stock and is now owns a 7.90% stake in CTRP.
  • Tuesday, October 21, 2014, 09:30 AM 
    Voxx Internationa (NASDAQ:VOXX) - Board of Directors reaffirms authorization of stock buyback program
  • Monday, October 20, 2014, 09:30 AMmore... 
    Hollysys Automati (NASDAQ:HOLI) announced new contract valued at $13.8 million to supply the supervisory control and data acquisition system (SCADA) to Tianjin Subway Line.
  • Monday, October 20, 2014, 09:30 AM 
    Sinocoking Coal A (NASDAQ:SCOK) announced that operations have commenced on Syngas facility. 
  • Monday, October 20, 2014, 09:30 AMmore... 
    Sutor Technology (NASDAQ:SUTR) announced the company received non-compliance notice due to the Company's failure to timely file its Annual Report on Form 10-K for the fiscal year ended on June 30, 2014.
  • Friday, October 17, 2014, 09:30 AM 
    Kongzhong Corpora (NASDAQ:KZ) announced special cash dividend of $0.88 per ADS. 
  • Friday, October 17, 2014, 09:30 AMmore... 
    China Biologic Pr (NASDAQ:CBPO) announced that the Company has received approval from CFDA (China Food and Drug Administration) for commercial manufacturing of human PCC (prothrombin complex concentrate) at its Shandong Taibang facility. 
  • Friday, October 17, 2014, 09:30 AMmore... 
    GeoBargain Firstime Design L (PINK:FTDL) reported Q3 2014 results. The company has had a hard time sustaining sales and earnings growth since we coded it a GeoBargain on 2/13/2014 at $4.00. The company is embarking on a new online strategy to accelerate growth and broaden its customer base.  We will give management more time to execute its strategy. 
  • Thursday, October 16, 2014, 09:30 AMmore... 
    Orasure Technologies, Inc. (NASDAQ:OSUR) - Target raised at Canaccord Genuity to $12.00 on a report that the company is in talks with government to develop Ebola test.   News that OSUR was approached by the U.S. government to develop an Ebola test was first reported through the internet on 10/14/2014 but not through a major newswire.  This morning, Reuters has picked up this development.  
     
  • Thursday, October 16, 2014, 09:30 AMmore... 
    Ibio Inc. Common (NYSE AMEX:IBIO) issues a press release attempting to clarify its role in fighting Ebola. Yet, it is still unclear to our team if Caliber is using IBIO technology in its Ebola drug development initiatives. 
  • Thursday, October 16, 2014, 09:30 AMmore... 
    Vimicro Internati (NASDAQ:VIMC) announced $39.8 million contract win in Taiyuan City to provide SVAC-compliant video surveillance cameras and system.
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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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