Code JDMBA2b: My Current Asian ADR Positions

Thursday, June 30, 2005

My Current Asian ADR Positions

Lots of people have been asking me which Asian ADR’s I currently have positions in. Although my positions may change at any time, here is the current list and a sentence or two about why I own shares in each:

NTES- Its two primary games are still growing, upcoming games and casual have high potential. Internal development leads to high margins, better game localization and reduced hacking risk.
SINA- Leading portal in China which is very attractive to advertisers who want to reach the large and growing Chinese consumer market. Huge user database that will become better monetized over time across multiple business segments.
SOHU- Multiple attractive web properties (www.sogou.com, www.sohu.com, www.chinaren.com, www.17173.com, www.focus.cn, and www.go2map.com). Sogou has a good position in the growing China paid search market.
TOMO- Strong WVAS position, strong execution. Tom/Skype and India Games acquisition both have good long term prospects.
KONG- Almost $3 per share in case. Strong position in 2.5G, and mobile gaming markets. Well positioned for 3G going forward.
SIFY- Strong market position in corporate networking and as an ISP. Clear leader in India Internet Café market. Well positioned to monetize user base with WVAS, advertising and online gaming going forward.
TLK- Leadership position in Indonesia where wireless penetration is still low. Good growth prospect and very reasonable valuation.
WZEN- Lots of cash as compared to market cap. Although its primary game MU is aging, its game pipeline looks very strong over the next few years
SNDA- Leadership position in China online gaming market. Casual gaming, mobile games, WVAS, advertising and possibly IPTV as future growth drivers.

There are of course multiple risks involved with all of these stocks. Type the ticker symbol that interests you into the Google search box in the upper right hand corner to find more detailed blog postings of mine on each of these stocks. I am not making any investment recommendations here. Please do your own research and evaluate your risk profile before investing.

16 Comments:

At 7/01/2005 2:42 PM, Anonymous Anonymous said...

JDMBA,

Is this list of positions in any order? Does it reflect the relative size of your positions? Or your current confidence in them? Or the order in which you were invested in them? Just wondering because I noticed you had NTES at the top and SNDA at the bottom.

cunnimingus

 
At 7/01/2005 6:26 PM, Blogger JDMBA said...

They are not in any particular order, but coincidentally, SNDA is my smallest position among the securities listed. I am fairly well diversified without any disproportionately large positions at the moment. From a valuation perspective, perhaps I like WZEN and TLK best right now, but I feel good about most all of the others for long term prospects as well.

 
At 10/04/2005 2:31 AM, Blogger business said...

Hey, you have a great blog here! I'm definitely going to bookmark you!
I have a debt calculator
site/blog. It pretty much covers debt calculator
related stuff.

Come and check it out if you get time :-)

 
At 10/04/2005 5:13 AM, Blogger credit6sec said...

interesting suff!
Visit my site too, relating to legal credit card debt elimination site. It deals with legal credit card debt elimination and other related stuff.

 
At 10/05/2005 12:12 AM, Blogger Jim Naka said...

We had been blogging trying to find how our world sees video game. It has been a lifeline for us. Your site provides some of the best examples of this sort and we will bookmark yours. Another one we found was and appears to be related to yours is video game site/blog. It pretty much covers video game related stuff.

 
At 10/05/2005 12:22 AM, Blogger Jim Naka said...

Your blog is excellent - keep it up! Don't miss visiting this site about classic online game

 
At 10/05/2005 1:13 AM, Blogger Mohawk Man said...

You have an interesting blog here. Some of the things people put are kind of strange. Another cool site I like is a affiliate marketing resource site that is about information marketing and a little other stuff.

Anyway, I like your blog and will proably be back.

Take care.

 
At 10/06/2005 10:29 PM, Blogger ebgcommute said...

Hey, interesting!
Visit my site too, relating to credit history site. It pretty much covers credit history and other related stuff.
Check it out later :-)

 
At 10/09/2005 1:55 AM, Blogger heropoo said...

Your blog is excellent - keep it up! Don't miss visiting this site about southwest airline credit card

 
At 10/10/2005 6:18 AM, Blogger startonline said...

Cool blog you have about college credit card. I have a college credit card related site. Check it out if you get a chance.

 
At 10/10/2005 11:13 PM, Blogger startonline said...

Hi i am totally blown away with the blogs people have created its so much fun to read alot of good info and you have also one of the best blogs !! Have some time check my consumer credit card help site.

 
At 10/11/2005 12:09 PM, Blogger harvey said...

Hi great blog i must remember to bokmark you ... I have a horse racing blog myself I also have a new Online Auction to tell you about here auction house get yourself $35.00 worth of free Advertising auction house

 
At 10/11/2005 8:23 PM, Blogger St Louis Cardinals BUFF said...

So many blogs and only 10 numbers to rate them. I'll have to give you a 9 because you have a quailty topic.

Free Access To More Information Abouttravel thailand

 
At 10/12/2005 12:11 AM, Blogger cash at home said...

Wow! What a great blog here! If you are interested, go see my web site marketing tool related site. It isnt anything special but you may still find something of interest.

 
At 10/13/2005 9:36 PM, Blogger cc Infopage said...

.

Yahoo News - Oct. 13, 2005


Yahoo Japan steps up mobile content distribution (Reuters via Yahoo! News)
Yahoo Japan Corp. said on Thursday it had launched a mobile content distribution service, in which cellphone users can buy games, ring tones, news and other entertainment and information from 59 content providers.


Microsoft, Yahoo to link instant messages (USATODAY.com via Yahoo! News)
Microsoft and Yahoo will make their instant-messaging programs work together, a partnership that could give the companies more power to compete against market leader America Online. The companies expect the service to start by June 2006.


Yahoo to Bar Minor-Adult Sex Chat Rooms (Washington Post)
NEW YORK -- Yahoo Inc. said Wednesday it will bar chat rooms that promote sex between minors and adults and restrict all chat rooms to users 18 and older.

Today's News From & About Yahoo


Delivered by Infopage.cc: 30,000 daily updated Information Pages about all kind of subjects


Have a nice day,

jeepee

 
At 10/13/2005 9:44 PM, Blogger cc Infopage said...

.

Yahoo News - Oct. 13, 2005


Yahoo Japan steps up mobile content distribution (Reuters via Yahoo! News)
Yahoo Japan Corp. said on Thursday it had launched a mobile content distribution service, in which cellphone users can buy games, ring tones, news and other entertainment and information from 59 content providers.


Microsoft, Yahoo to link instant messages (USATODAY.com via Yahoo! News)
Microsoft and Yahoo will make their instant-messaging programs work together, a partnership that could give the companies more power to compete against market leader America Online. The companies expect the service to start by June 2006.


Yahoo to Bar Minor-Adult Sex Chat Rooms (Washington Post)
NEW YORK -- Yahoo Inc. said Wednesday it will bar chat rooms that promote sex between minors and adults and restrict all chat rooms to users 18 and older.

Today's News From & About Yahoo


Delivered by Infopage.cc: 30,000 daily updated Information Pages about all kind of subjects


Have a nice day,

jeepee

 

Post a Comment

<< Home