Best China Companies To Watch In Right Now

Sometimes Mr. Market offers long-term investors quality assets at distressed prices. We believe that now is such a time. Negative sentiment and excessive pessimism, in our view, have been plaguing Hong Kong and China for several months. This has opened up an opportunity for the Fund to buy Sun Hung Kai Properties Ltd. ("SHK"), the largest property developer and landlord in Hong Kong, at what we believe is a substant ial discount to its net asset value . SHK is not a household name in the U.S., but consider this: think about prime office buildings and desirable residential towers located in central parts of the city that are closest to you, and you'lI get a picture of SHK's business in Hong Kong as well as Shanghai, where the company is rapidly expanding its domain. With occupancy rates for its office and retail properties close to 100%, brisk demand for its apartments marketed to the mass affluent, and a full pipeline of new projects in premier areas, we believe that SHK is a package of solid assets that is trading at an attractive discount to its underlying value . Fears about a serious slowdown in China's economy, as well as local government efforts to cool property price increases, have fed into the negative market sentiment . Another issue that has cast a shadow over the company is the Hong Kong government's legal action that commenced two years ago against the co-chairmen of the company, brothers Raymond and Thomas Kwok. While the day-to-day operations of the company may not have been impacted, there has been an effect on investors who speculate about the impact on the company. Our view is that this legal issue has been discounted in the share price, and what we are left to analyze is the value of SHK's enormous property holdings. When this fog lifts - and we believe it will -we expect SHK's discount to net asset value to narrow, with the possibility of allowing Wintergreen's shareholders to profit from this glaring mismatch between current market price and intrinsic value.

Top 5 China Stocks To Invest In 2016: New Oriental Education & Technology Group Inc.(EDU)

New Oriental Education & Technology Group Inc. provides private educational services primarily in the People?s Republic of China. It offers a range of educational programs, services, and products consisting primarily of English and other foreign language training; test preparation courses for admissions and assessment tests; primary and secondary school education; development and distribution of educational content; software and other technology; and online education. The company?s language training courses primarily consist of various types of English language training courses, and other foreign languages, including German, Japanese, French, Korean, and Spanish. It offers test preparation courses for language and entrance exams used by educational institutions in the United States, the People?s Republic of China, and commonwealth countries. The company also operates primary and secondary schools in Yangzhou. In addition, New Oriental Education & Technology Group Inc. deve lops and edits content for educational materials for language training and test preparation, such as books, software, CD-ROMs, magazines, and other periodicals. It distributes these materials through various distribution channels consisting of own classrooms and bookstores, as well as third-party distributors. Further, the company offers various online education programs on its Web site, koolearn.com. Additionally, it provides consulting services to help students through the application and admission process for overseas educational institutions, as well as post-secondary educational programs to help students seek career opportunities; and operates two pre-schools. The company offers educational services under the ?New Oriental? brand name. As of May 31, 2010, it offered education programs, services, and products through a network of 48 schools, 319 learning centers, and 25 bookstores. The company was founded in 1993 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:

• [By Jake L'Ecuyer]

  Equities Trading DOWN
  Shares of New Oriental Education & Technology Group (NYSE: EDU) were 8.55 percent to $23.76 after the company reported FQ3 results. New Oriental's quarterly net income surged 50.2% y/y to US$42.1 million versus US$28.0 million.

• [By Belinda Cao]

  New Oriental Education & Technology Group Inc. (EDU), China�� largest private educational company, fell 11 percent last week to a one-month low of $16.07. Oppenheimer & Co. analyst Ella Ji said April 2 that students may avoid large gatherings because of the flu, impacting New Oriental.

• [By Mark Skousen]

  Millions of Chinese are learning English, the international language of commerce, and preparing for exams. Those are the two principal occupations of New Oriental Education & Technology Group (EDU).

• [By Jake L'Ecuyer]

  Equities Trading DOWN
  Shares of New Oriental Education & Technology Group (NYSE: EDU) were 9.62 percent to $23.48 after the company reported FQ3 results. New Oriental's quarterly net income surged 50.2% y/y to US$42.1 million versus US$28.0 million.

Best China Companies To Watch In Right Now: Sina Corporation(SINA)

SINA Corporation provides online media and mobile value-added services (MVAS) in the People?s Republic of China. It provides advertising, non-advertising, and free services through SINA.com, Weibo.com, and SINA Mobile. SINA.com offers free interest-based channels that provide region-focused format and content, including news, sports, automobile-related news, finance, entertainment, luxury, technology, digital, tools, collectibles, video, music, and wireless application protocol, as well as interactive platform for fashion-conscious users to share comments and ideas on a range of topics, such as health, cosmetics, and beauty. The company's microblogging platform, Weibo.com, enables its users to follow the hottest topics being discussed online, as well as discussions related to people they know. Weibo accounts consist of celebrities, commercial enterprises, government entities, and grass root Internet users. Its SINA Mobile service allows users to receive news and informatio n, download ring tones, mobile games and pictures, and participate in dating and friendship communities. The company also offers SINA Game, which serves as an interactive platform that provides users with downloads and gateway access to popular online games; SINA eReading, a shop for book reviews; SINA.net, an enterprise solutions platform to assist businesses and government bodies; and SINA Mall, an online shopping Website. In addition, it provides a platform for Chinese bloggers; photo-sharing platform; free email, VIP mail, and corporate email for enterprise users; audio and video-based instant messaging tools; proprietary search technology; and classified advertising services, as well as hosts topic-specific discussion forums in Chinese language; and creates user-maintained and supported online communities. The company has strategic cooperation agreement with China Unicom (Hong Kong) Limited. SINA Corporation was founded in 1997 and is headquartered in Shanghai, the Peop le?s Republic of China.

Advisors' Opinion:

• [By Jake L'Ecuyer]

  SINA (NASDAQ: SINA) was also up, gaining 12.98 percent to $85.76 after the company reported a strong rise in its Q3 profit.

  Equities Trading DOWN
  Shares of Safe Bulkers (NYSE: SB) were down 6.99 percent to $7.58 after the company priced 6 million shares at $7.43 per share.

• [By Kevin Chen]

  For some time, China's largest search engine could always count on its partnership with SINA� (NASDAQ: SINA  ) Weibo, a Twitter-like service, to infuse Baidu products with social information. But now that China's biggest e-commerce retailer Alibaba has bought shares in Weibo, Baidu investors should be scared. Not only may Baidu lose its social edge, but the Alibaba-SINA deal could also spell trouble for Baidu's future.�

• [By Jake L'Ecuyer]

  Shares of SINA (NASDAQ: SINA) were also up, gaining 6.89 percent to $56.66 Weibo successfully IPO'ed Thursday morning.

  SanDisk (NASDAQ: SNDK) shares were also up, gaining 10.24 percent to $83.62 after the company reported upbeat Q1 results. Morgan Stanley raised the price target on the stock from $82.00 to $90.00.

• [By Jim Jubak]

  Even before receiving any funds from the IPO, Alibaba has been on an acquisition spree designed to take the company into the US market. In June, Alibaba bought sports retailer Fanatics, and in August, it bought a minority stake in ShopRunner, a company that provides two-day delivery from 80 US retailers. Back in China, it has bought a 28% piece of digital mapping company AutoNav, and an 18% share of Sina's (SINA) micro blogging site, Weibo.

Best China Companies To Watch In Right Now: Bona Film Group Limited(BONA)

Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:

• [By Bryan Murphy]

  It's certainly no The Walt Disney Company (NYSE:DIS). It's not even a Lions Gate Entertainment Corp. (NYSE:LGF). Yet, Bona Film Group Ltd (NASDAQ:BONA) is a solid company in its own right, and BONA shares are looking more compelling right now than DIS or LGF are here, even though all three companies are in the same industry.

• [By Bryan Murphy]

  With just a quick glance at the chart, Bona Film Group Ltd (NASDAQ:BONA) doesn't look like anything other than an erratic mess. When you take a step back and take a look at the longer-term chart of BONA, however, you can see the last several weeks have ushered in a major bullish change of direction for the stock... meaning now's a great time to start wading into a position.

• [By Seth Jayson]

  Calling all cash flows
  When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Bona Film Group (Nasdaq: BONA  ) , whose recent revenue and earnings are plotted below.

Best China Companies To Watch In Right Now: Baidu Inc.(BIDU)

Baidu, Inc. provides Chinese and Japanese language Internet search services. Its search services enable users to find relevant information online, including Web pages, news, images, multimedia files, and blogs through the links provided on its Websites. The company also offers online community-based products and entertainment platforms; an instant messaging service; and a consumer-oriented e-commerce platform. In addition, it designs and delivers online marketing services and auction-based P4P services that enable its customers to reach users who search for information related to their products or services. The company serves online marketing customers consisting of small and medium sized enterprises, large domestic corporations, and Chinese divisions or subsidiaries of multinational corporations primarily operating in the medical, machinery, education, franchising, electronic products, e-commerce, ticketing, tourism, information technology, consumer products, real estate, entertainment, and financial services industries. It sells its online marketing services directly, as well as through its distribution network. The company was formerly known as Baidu.com, Inc. and changed its name to Baidu, Inc. in December 2008. Baidu, Inc. was founded in 2000 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:

• [By Rich Smith]

  Downgrading Baidu
  �"China's Google," Baidu� (NASDAQ: BIDU  ) , is set to report Q1 results on April 25�. Analysts are looking for 18% growth in earnings per share to $1.03, and even speedier performance on revenue growth, expected to top 43%. Regardless, one analyst -- Maxim Group -- is doubling down on its "sell" rating on Baidu and cutting its price target to $75. Is this a mistake?

• [By Rich Bieglmeier]

  Baidu, Inc. (BIDU) topped earnings estimate this morning and the NASDAQ 100 member is bucking the index's downdraft.

  Baidu is essentially China's Google. The company provides Chinese language Internet search services. It also offers a Chinese language search platform for businesses to reach their customers. The company provides search products, social products, UGS-based knowledge products, location based products and services, music products, PC client software, mobile realted products and services, products and services for developers, and products and services by associated or cooperative Websites.

• [By Rick Munarriz]

  Shares of Baidu (NASDAQ: BIDU  ) moved higher on Tuesday after an executive of its video-streaming business expressed interest in an IPO at a tech conference in Beijing.