Monday, June 27, 2005

Short interest jumps for SNDA, JRJC, NINE and CHINA; plummets for CTRP, KONG, NTES and NCTY

From Ezra Marbach at The China Stock Blog. Note the short interest data on the Chinese Internet stocks:

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Posted by David Jackson on June 27, 2005 at 11:15 AM in Sub-sector: China, ticker: CHINA, ticker: JRJC, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Friday, May 06, 2005

SINA on Q2, Internet search and Shanda (SNDA) (1Q05 conf call quotes)

Sina.com (ticker: SINA) reported Q1 2005 earnings results yesterday. Here are comments from CEO Wang Yan, Co-COO Hurst Lin, and CFO and Co-COO Charles Chao, on SINA's earnings results conference call:

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Posted by David Jackson on May 6, 2005 at 12:41 PM in Conf call quotes, Sub-sector: China, Sub-sector: Search, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 23, 2005

Netease (NTES) on the Chinese Internet industry (quotes from the conf call)

Netease (ticker: NTES) reported Q4 results yesterday. On its conference call, the company discussed eBay's (ticker: EBAY) China strategy, competitors' games, and the implications of Shanda's (ticker: SNDA) equity stake in Sina.com (ticker: SINA):

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Posted by David Jackson on February 23, 2005 at 02:39 PM in Conf call quotes, Sub-sector: China, ticker: EBAY, ticker: NTES, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Sunday, February 20, 2005

Shanda Interactive (SNDA) acquires stake in Sina.com (SINA)

The China Stock Blog reports that Shanda Interactive (ticker: SNDA) has acquired a 19.5% stake in Sina.com (ticker: SINA). The China Stock Blog provides details from Shanda's SEC filing; the post is also followed by an interesting comment that's worth reading.

Posted by David Jackson on February 20, 2005 at 02:07 PM in Sub-sector: China, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Monday, February 14, 2005

China Internet clamp-down shouldn't impact Shanda, Netease

China reportedly closed over 12,000 Internet bars in 2004. China Daily writes:

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Posted by David Jackson on February 14, 2005 at 09:31 AM in Sub-sector: China, ticker: CHINA, ticker: NTES, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 08, 2005

FT highlights Chinese Internet stocks' collapse

Here's what the FT's Lex Live column says about the China Internet stocks, and a look at how the stocks have done.

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Posted by David Jackson on February 8, 2005 at 11:56 AM in Sub-sector: China, ticker: CTRP, ticker: JOBS, ticker: SINA, ticker: SNDA, ticker: SOHU, ticker: TOMO | Permalink | Comments (1) | TrackBack (0)

Wednesday, February 02, 2005

Business Week picks small cap Net stocks

Business Week's Timothy Mullaney picks "second tier" Internet stocks in an article titled Finding Value on the Net.  His key argument: in the wake of eBay's earnings miss and stock fall, "retail investors can hedge bets on the Big Four [eBay, Amazon, Google and Yahoo] by buying smaller Net companies whose stocks are much more reasonably priced". Here are his picks:

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Posted by David Jackson on February 2, 2005 at 12:15 PM in Sub-sector: China, ticker: AQNT, ticker: CKFR, ticker: CTRP, ticker: FLWS, ticker: PRVD, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)