|
Stocks in Tiger's CHINA Group.
Actions Semiconductor Co., Ltd. (ACTS) - Actions Semiconductor Co.,
Ltd., through its subsidiaries, operates as a fabless semiconductor company in the
People's Republic of China. The company designs, develops, and markets integrated platform
solutions, including system-on-a-chips (SoCs), firmware, software development tools, and
reference designs for manufacturers of portable media players.
AIRYY - Air China (pink sheets)
ANGGY - ANGANG STL SPADR (pink sheets)
Aluminum Corp. of China Ltd. (ACH) - Aluminum Corporation of China Limited,
together with its subsidiaries, engages in the production, sale, and research of alumina
and primary aluminum in the People's Republic of China.
Acorn International, Inc. (ATV) - Acorn International, Inc., through its
subsidiaries, operates as an integrated multi-platform marketing company
in the People's Republic of China. It operates two primary sales platforms, TV direct
sales platform and nationwide distribution network. The company, through its TV direct
sales platform, markets its own proprietary products and services, as well as third-party
products and services.
Baidu.com, Inc. (BIDU) - Baidu.com, Inc. provides Chinese language
Internet search services. Its services enable users to find relevant information
online, including Web pages, news, images, and multimedia files through its Web site links
MORGAN STANLEY CHINA (CAF)
If you want to bet on a bubble collapse, consider shorting a China-focused ETF. "The
$1.1 billion Morgan Stanley China ETF (NYSE:CAF
- News) is the only U.S. ETF that invests
primarily directly in China companies," Oberweis said. "Other ETFs invest mainly
in Hong Kong.
CNOOC Ltd. (CEO) - CNOOC Limited, together with its subsidiaries, engages in the
exploration, development, production, and sale crude oil, natural gas, and
petroleum products in China.
China Fire & Security Group, Inc. (CFSG) - China Fire & Security Group,
Inc., through its subsidiaries, engages in the design, development, manufacture, and sale
of various fire safety products for the industrial fire safety market in
the People's Republic of China. It also engages in the design and installation of
industrial fire safety systems.
China Telecom Corp. Ltd. (CHA) - China Telecom Corporation Limited and its
subsidiaries provide wireline telecommunications and broadband services
in China. The company provides telecommunications and information services covering voice,
data, image, and multimedia in 20 provinces, municipalities, and autonomous regions in
China.
Chindex International Inc. (CHDX) - Chindex International, Inc. engages in
the provision of healthcare services, as well as in the sale of medical
equipment, instrumentation and products. It operates in two divisions, Healthcare Services
and Medical Products. Chindex International has operations primarily in the People's
Republic of China and Hong Kong. The company was founded in 1981 and is headquartered in Washington, District of Columbia.
CDC Corp. (CHINA) - CDC Corporation provides enterprise software,
online games, mobile services and applications, and Internet and media services.
The company's Software segment offers enterprise resource planning, customer relationship
management, supply chain management, order management systems, human resources and payroll
management, and business intelligence products. CDC Corporation is headquartered in
Causeway Bay, Hong Kong.
China Mobile Limited (CHL) - China Mobile Limited, through its subsidiaries,
provides mobile telecommunication and related services in Mainland China and Hong Kong.
Its services include local calls, domestic long distance calls, international long
distance calls, intra-provincial roaming, inter-provincial roaming, and international
roaming. The company is based in Central, Hong Kong.
China Mobile Limited is a subsidiary of China Mobile Hong Kong (BVI) Limited.
China Fund Inc. (CHN) -The China Fund, Inc. operates as a
nondiversified, closed-ended management investment company. The fund
primarily invests in the equity securities of companies and other entities with
significant assets, investments, production activities, trading, or other business
interests is China, or which derive a significant part of their revenue from China. Closed-end funds, on the other hand, often trade at a significant discount
or premium to the value of their assets. One reason for the disparity is related to
investor interest; funds in popular sectors tend to have smaller discounts or higher
premiums than funds in out-of-favor areas of the market.
Chunghwa Telecom Co. Ltd. (CHT) - Chunghwa Telecom Co., Ltd. provides integrated
telecommunications services in Taiwan. Its
principal services include fixed line services, including local, domestic long distance,
and international long distance telephone services; cellular services; and Internet and
data services comprising HiNet, its Internet service provider, fiber to the building
services, asymmetrical digital subscriber line services, and leased line services.
China Unicom Ltd. (CHU) - China Unicom Limited, an integrated
telecommunications operator, offers a range of telecommunications services in
China. Its services include GSM and CDMA cellular, international and domestic long
distance, and data and Internet services. The company was founded in 2000 and is
headquartered in Central, Hong Kong.
China Medical Technologies Inc. (CMED) - China Medical Technologies, Inc.
develops, manufactures, and markets medical devices for the treatment of
solid cancers and benign tumors in the People's Republic of China.
China Netcom Group Corp. (Hong Kong) Ltd. (CN) - China Netcom Group Corporation
(Hong Kong) Limited, together with its
subsidiaries, provides broadband communications and fixed-line telecommunications services
in China.
China Techfaith Wireless Communication Technology Ltd. (CNTF) - China Techfaith
Wireless Communication Technology Limited operates as a handset design and software
solutions provider in the People's Republic of China.
CHWTY - CHINA WIRELESS TECHN (pink sheets)
China Sunergy Co. Ltd. (CSUN) - China Sunergy Co., Ltd. and its subsidiaries
engage in the design, development, manufacture, and marketing of solar cells in China. The
company manufactures solar cells from silicon wafers utilizing crystalline silicon solar
cell technology to convert sunlight directly into electricity through a process, known as
the photovoltaic effect.
Ctrip.com International Ltd. (CTRP) - Ctrip.com International, Ltd. and its
subsidiaries provide travel related services including hotel reservation, air-ticketing,
packaged-tour services, as well as Internet advertising and other related services. It
sells air tickets for Chinese airlines, including Air China, China Eastern Airlines, China
Southern Airlines, and Shanghai Airlines, as well as international airlines operating
flights originating from cities in China, such as United Airlines, Northwest Airlines, Air
Canada, DragonAir, and Lufthansa.
DIPGY - DATANG INTL PWR ADR (pink sheets)
New Oriental Education & Technology Group (EDU) - New Oriental Education
& Technology Group, Inc. provides private educational services based
on the number of program offerings, total student enrollments, and geographic presence in
the People's Republic of China. It offers its program, service, and products in six areas:
language training; test preparation; primary and secondary school; educational content,
software, and other technology development and distribution; online education; and other
services and products.
iShares MSCI Hong Kong Index (EWH)
Focus Media Holding Ltd. (FMCN) - Focus Media Holding Limited operates
out-of-home advertising network using audiovisual television displays in the People's
Republic of China. Its out-of-home advertising network consists of commercial location
network, in-store network, poster frame network, mobile handset advertising network,
outdoor LED network, and movie theater network.
Greater China Fund Inc. (GCH) - The Greater China Fund, Inc. operates as a
nondiversified, closed-end management investment company. The fund primarily invests in
the equity securities of companies in the People's Republic of China.
China GrenTech Corp. Ltd. (GRRF) - China GrenTech Corporation Limited and its
subsidiaries engage in the manufacture and sale of wireless coverage
products and services to telecommunication operators in the People's Republic of China.
Its wireless coverage products include indoor coverage products and outdoor coverage
products, as well as base station coverage extension products.
Guangshen Railway Co. Ltd. (GSH) - Guangshen Railway Company Limited, together
with its subsidiaries, primarily provides railway passenger and freight transportation
services between Guangzhou and Shenzhen, as well as certain long-distance passenger
transportation services.
SPDR S&P China (GXC) - The investment seeks to replicate as closely as
possible, before fees and expenses, the total return performance of an equity index based
upon the Chinese equity market. The fund invests at least 90% of assets in the securities
that comprise the index. Top 10 Holdings: Bank of China 3988.HK, China Comstruction Bank,
China Life 2628.HK - 6.79%, China
Mobile 0941.HK - 12.91% of
assets, China Shenua - 1088.HK, CNOOC -
0883.HK, Indi & Commrcl Bnak of
CHina, PETROCHINA - 0857.HK -
6.42% of assets, PINH AN - 2318.HK,
Sinopec.
Home Inns & Hotels Management Inc. (HMIN) - Home Inns & Hotels Management,
Inc. engages in the development, lease, operation, franchise, and management of economy
hotel chains in China.
Huaneng Power International Inc. (HNP) - Huaneng Power International, Inc. and
its subsidiaries develop, construct, operate, and manage thermal power plants in China. It
engages in the development, construction, operation, and management of power plants in
Liaoning, Hebei, Shanxi, Shandong, Henan, Fujian, Jiangsu, Zhejiang, Guangdong, Jiangxi,
Gansu, and Hunan provinces, as well as in Shanghai and Chongqing municipalities.
Hurray! Holding Co. Ltd. (HRAY) - Hurray! Holding Co., Ltd. engages in the artist
development, music production, and offline distribution in China. It acts as online
distributor of music and music-related products, such as ring tones, ringbacktones, and
true tones to mobile users through various wireless value-added services platforms over
mobile networks and through the Internet.
JA Solar Holdings Co., Ltd. (JASO) - A Solar Holdings Co., Ltd., through its
subsidiaries, designs, manufactures, and sells solar cells primarily in the People's
Republic of China. The company offers monocrystalline solar cells. It sells its products
primarily through a team of sales and marketing personnel to solar module manufacturers,
who assemble and integrate its solar cells into modules and systems that convert sunlight
into electricity.
51job Inc. (JOBS) - 51job, Inc. provides integrated human resource
services to employers and job seekers in China. It offers recruitment related
advertising services, including print advertising, online recruitment, and executive
search services; and other human resource related services, such as training and business
process outsourcing.
China Finance Online Co. Ltd. (JRJC) - China Finance Online Co. Limited, through
its subsidiaries, engages in selling online financial services analyzing financial
and listed company information in the People's Republic of China.
Jinpan International Ltd. (JST) - Jinpan International Limited, an investment
holding company, engages in the design, manufacture, and sale of cast resin transformers
for voltage distribution equipments in the People's Republic of China.
Linktone Ltd. (LTON) - Linktone, Ltd. provides telecom media, entertainment, and
communication services to mobile and fixed phone users in the People's
Republic of China. It engages in the development, aggregation, marketing, and distribution
of consumer telecom applications for access by users.
Kongzhong Corp. (KONG) - KongZhong Corporation, through its subsidiaries,
provides wireless interactive entertainment, media and community services to mobile phone
users in the People's Republic of China. It also specializes in the development,
marketing, and distribution of consumer wireless value-added services.
China Life Insurance Co. Ltd. (LFC) - China Life Insurance Company Limited
provides annuity products and life insurance to individuals and groups in China. The
company offers products and services, such as individual and group life insurance,
accident, and health insurance. It distributes its products through its direct sales
representatives; agents; intermediaries; and commercial banks, postal savings, and
cooperative saving institutions. The company was founded in 1949 and is headquartered in
Beijing, China. China Life Insurance Company Limited is a subsidiary of China Life
Insurance (Group) Company.
eLong Inc. (LONG) - eLong, Inc., through its subsidiaries, provides online travel
services in the People's Republic of China. It offers travel information and
hotel reservations at approximately 3,500 hotels in 294 cities, as well as air tickets in
approximately 50 cities through its toll-free call center, reseller network, and Web
sites.
Mindray Medical International Ltd. (MR) - Mindray Medical International Limited,
through its subsidiary, Shenzhen Mindray Bio-Medical Electronics Co., Ltd., engages in the
development, manufacture, and marketing of medical devices. It operates through three
segments: Patient Monitoring Devices, Diagnostic Laboratory Instruments, and Ultrasound
Imaging Systems.
The9 Limited (NCTY) - he9 Limited, through its subsidiaries, engages in the
development and operation of online games, and Internet and Web site related businesses in
the People's Republic of China. It has licenses to operate various massively multiplayer
online role playing games.
Ninetowns Internet Technology Group Company Limited (NINE) - Ninetowns Internet
Technology Group Company Limited, through its subsidiaries, provides enterprise
solutions to streamline the import/export process in the People's Republic of
China (PRC).
Netease.com Inc. (NTES) - NetEase.com, Inc., through its subsidiaries, operates
an interactive online and wireless community in China. It provides
Chinese language content and services through its online games, wireless value-added
services, and Internet portals.
PacificNet, Inc. (PACT) - PacificNet, Inc. provides gaming and mobile
game technology, e-commerce, and customer relationship management (CRM) in China.
Its gaming products are designed for Chinese and Asian gamers with focus on integrating
localized Chinese and Asian themes and content, advanced graphics, digital sound effects,
and popular domestic music, with secondary bonus games and jackpots. The company's gaming
products include: multi-player electronic table games, such as Baccarat, Sicbo,
Fish-Prawn-Crab, and Roulette machines, as well as server-based games with multiple client
betting stations; slot machines; bingo and keno machines; video lottery terminals;
amusement with prizes machines; gaming cabinet and client/server system designs; online
i-gaming software design; and multimedia entertainment kiosks. PacificNet's gaming clients
include hotels, casinos, and gaming operators in Macau, Asia, and Europe, while its
e-commerce and CRM clients include various telecom companies, banks, insurance, travel,
marketing and business services companies, and telecom consumers in Greater China. The
company was founded in 1987 and is headquartered in Beijing, the People's Republic of
China.
PowerShares Gldn Dragon Halter USX China (PGJ) - The investment seeks results
that correspond generally to the price and yield (before the Fund's fees and expenses) of
an equity index called the Halter USX China index(SM). The fund normally invests at least
80% of total assets in equity securities of companies deriving a majority of their
revenues from the People's Republic of China. It may invest at least 90% of total assets
in equity securities that comprise the China Index. The fund seeks to match the
performance of the China Index. Top holdings are: ACH, LFC, CHL, CN, CHA, CHU. CEO, HNP,
PTR and Sinopec. (4.5% to 5.99% of assets each).
PetroChina Co. Ltd. (PTR) - PetroChina Company Limited, together with its
subsidiaries, engages in petroleum and natural gas related activities in
the People's Republic of China. It operates in four segments: Exploration and Production,
Refining and Marketing, Chemicals and Marketing, and Natural Gas and Pipeline.
Sinopec Shanghai Petrochemical Co. Ltd. (SHI) - Sinopec Shanghai Petrochemical
Company Limited engages in processing crude oil into synthetic fibers, resins and
plastics, intermediate petrochemical products, and petroleum products primarily
in the People's Republic of China.
Sina Corp. (SINA) - SINA Corporation operates as an online media company
and information services provider in the People's Republic of China. It provides
region-focused online portals, MVAS, search and directory, interest-based and
community-building channels, free and premium email, blog services, audio and video
streaming, online games, classified listings, fee-based services, e-commerce, and
enterprise e-solutions. "In most cases, investors would expect the mixture of
three tantalizing ingredients -- wireless, China, and advertising -- to result in hockey
stick stock charts. But in the case of several companies providing wireless
value-added services (WVAS) in China, the recipe is causing more cases of indigestion,
with many stocks down 50% or more so far this year. China's WVAS market is made up of
companies such as KongZhong (Nasdaq: KONG), Linktone,
and Hurray! Holdings (Nasdaq: HRAY), which
offer wireless access to content such as games, music, and messaging applications.
But these players are increasingly moving to diversify away from purely wireless offerings
in light of a rapidly changing marketplace. "While many competitors have already
turned in retreat, KongZhong believes that the wireless Internet holds great potential and
is still in its early stages in China. The company recently reported earnings that were
largely in line with expectations, commenting that WVAS revenues were flat on a sequential
basis. With leading wireless operator China Mobile (NYSE:
CHL) making up 75% of these
revenues, the company was feeling the negative impact of new
policies China Mobile put in place that favor its own embedded offerings.
KongZhong is working to develop a wireless advertising business line to make up for an
uncertain future in the wireless services segments. The company has so far had
success courting customers such as Nike (NYSE: NKE), BMW, and
Blackberry maker Research In Motion (Nasdaq: RIMM). Competitor Hurray! has
taken a different tack in light of dismal performance, however, choosing to merge with
private Chinese media content and production company Enlight Media. This move will broaden
the combined company away from its wireless focus and make it a cross-platform media
provider" .
( http://www.fool.com/investing/general/2007/11/26/not-everything-is-flying-high-in-china.aspx
)
Shanda Interactive Entertainment Ltd. (SNDA) - Shanda Interactive Entertainment
Limited, through its subsidiaries, engages in the development and operation of online
games in China.
China Petroleum & Chemical Corp. (SNP) - China Petroleum & Chemical
Corporation, through its subsidiaries, operates as an integrated oil and gas, and
chemical company in the People's Republic of China and Hong Kong. Its oil and gas
operations include exploring for, developing, and producing crude oil and natural gas;
transporting crude oil, natural gas, and products by pipelines; refining crude oil into
finished petroleum products; and marketing crude oil, natural gas, and refined petroleum
products.
Sohu.com Inc. (SOHU) Sohu.com, Inc. provides a range of online
products and services to consumers and businesses in the People's Republic of
China. Its products and services to businesses include brand advertising and sponsored
search.
Solarfun Power Holdings Co. Ltd. (SOLF) - Solarfun Power Holdings Co., Ltd., through
its subsidiary, Jiangsu Linyang Solarfun Co., Ltd., engages in the development,
manufacture, and sale of photovoltaic (PV) cells and PV modules primarily
in the People's Republic of China.
Suntech Power Holdings Co. Ltd. (STP) - Suntech Power Holdings Co., Ltd.,
through its subsidiaries, engages in the design, development, manufacture, and marketing
of photovoltaic (PV) cells and modules. It also provides PV system
integration services in China.
Telestone Technologies Corp. (TSTC) - Telestone Technologies Corporation
provides wireless communications coverage solutions in Vietnam,
Indonesia, Malaysia, Thailand, and India. Its wireless coverage solutions include research
and development, and application of wireless communications technology.
TSGTY - TSINGTAO BREWERY LTD - pink sheets
TSL - Trina Solar Ltd.- Trina Solar Limited, through its subsidiary,
Changzhou Trina Solar Energy Co., Ltd., engages in the manufacture and sale of solar-power
products primarily in China.
Vimicro International Corp. (VIMC) - Vimicro International Corporation, through
its subsidiaries, engages in the design, development, and marketing of mixed-signal
semiconductor products and solutions for the consumer electronics and communications
markets in the People's Republic of China.
Qiao Xing Universal Telephone Inc. (XING) - Qiao Xing Universal Telephone, Inc.,
together with its subsidiaries, engages in the manufacture and distribution of
telecommunications products primarily in the People's Republic China. It
primarily manufactures mobile phone handsets under CECT and COSUN brands.
Yanzhou Coal Mining Co. Ltd. (YZC) - Yanzhou Coal Mining Company Limited engages
in underground coal mining, preparation and processing, sales, and
railway transportation of coal. It has interests in Xinglongzhuang, Baodian, Nantun,
Dongtan, Jining II, and Jining III coal mines.
China Southern Airlines Co. Ltd. (ZNH) - China Southern Airlines Company
Limited, together with its subsidiaries, engages in the airline operations in
the People's Republic of China, Hong Kong and Macau regions, and internationally. It
provides domestic and international passenger, cargo, and mail airline services.
also
iShares FTSE/Xinhua China 25 Index (FXI) - The investment seeks investment
results that correspond generally to the price and yield performance, before fees and
expenses, of the FTSE/Xinhua China 25 index. The fund generally invests at least 90% of
assets in the securities of the index or in ADRs, GDRs or EDRs representing securities in
the index.
TOP 10 HOLDINGS ( 62.57% OF TOTAL ASSETS)
| Company |
Symbol |
% Assets |
| CHINA COMM CONS |
1800.HK |
3.92 |
| China Construction Bank |
N/A |
5.76 |
| CHINA LIFE |
2628.HK |
8.6 |
| China Merchants Bank |
N/A |
3.87 |
| CHINA MOBILE |
0941.HK |
10.93 |
| CHINA SHENHUA |
1088.HK |
4.55 |
| CNOOC |
0883.HK |
4.56 |
| Industrial & Commercial Bank of China |
N/A |
6.09 |
| PETROCHINA |
0857.HK |
9.42 |
| PING AN |
2318.HK |
4.87 |
|
|
|
|
|
Since writing this, I received
a note from Marc LeClerc in Canada. He says we 
China Looks Like The DJI in 1929
For those that want to short Chinese stocks, consider EXP. ProShares
launched an exchange 
