Top 10 China Stocks To Watch For 2018


New York, NY, based Investment company Vontobel Asset Management Inc buys The Kraft Heinz Co, Las Vegas Sands, Facebook, Nike, Casey’s General Stores, Dollar Tree, Adobe Systems, The Home Depot, PepsiCo, China Biologic Products, sells Philip Morris International, Reynolds American, Altria Group, Bristol-Myers Squibb Company, Coca-Cola Co during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Vontobel Asset Management Inc. As of 2017-03-31, Vontobel Asset Management Inc owns 63 stocks with a total value of $11.7 billion. These are the details of the buys and sells.


New Purchases: ADBE, HD, CBPO, RELX, Added Positions: ABEV, KHC, LVS, FB, NKE, MA, CASY, DLTR, PYPL, HDB, Reduced Positions: PM, RAI, MO, BMY, BABA, KO, MTB, MLM, WFC, FMX, Sold Out: RDY, GOLD,

For the details of VONTOBEL ASSET MANAGEMENT INC’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=VONTOBEL+ASSET+MANAGEMENT+INC

These are the top 5 holdings of VONTOBEL ASSET MANAGEMENT INCAlibaba Group Holding Ltd (BABA) – 10,632,760 shares, 9.98% of the total portfolio. Shares reduced by 11.04%Ambev SA (ABEV) – 161,275,911 shares, 8.09% of the total portfolio. Shares added by 11.73%Fomento Economico Mexicano SAB de CV (FMX) – 9,557,377 shares, 7.38% of the total portfolio. Shares reduced by 10.65%Mastercard Inc (MA) – 5,258,921 shares, 5.17% of the total portfolio. Shares added by 7.71%NetEase Inc (NTES) – 1,770,895 shares, 4.37% of the total portfolio. Shares reduced by 17.4%New Purchase: Adobe Systems Inc (ADBE)


Vontobel Asset Management Inc initiated holdings in Adobe Systems Inc. The purchase prices were between $103.48 and $130.13, with an estimated average price of $117.37. The stock is now traded at around $130.03. The impact to the portfolio due to this purchase was 0.15%. The holdings were 131,698 shares as of 2017-03-31.

Top 10 China Stocks To Watch For 2018: Renesola Ltd.(SOL)

Advisors’ Opinion:

  • [By Monica Gerson]

    ReneSola Ltd. (ADR) (NYSE: SOL) is estimated to report a quarterly loss at $0.04 per share on revenue of $256.05 million.


    America’s Car-Mart, Inc. (NASDAQ: CRMT) is projected to post its quarterly earnings at $0.58 per share on revenue of $149.13 million.

  • [By Monica Gerson]

    ReneSola Ltd. (ADR) (NYSE: SOL) shares rose 9.76 percent to $1.35 in pre-market trading. ReneSola reported Q1 earnings of $0.06 per share on revenue of $260.7 million.

  • [By Lisa Levin] Gainers Aimmune Therapeutics Inc (NASDAQ: AIMT) shares jumped 35 percent to $34.64 in response to failed DBVT peanut allergy trial. Exactech, Inc. (NASDAQ: EXAC) shares surged 30.9 percent to $41.88 after the company agreed to be acquired by TPG Capital for $42 per share in cash. Dextera Surgical Inc (NASDAQ: DXTR) shares climbed 27.6 percent to $0.238 after surging 40.48 percent on Friday. Petmed Express Inc (NASDAQ: PETS) jumped 21.8 percent to $44.73 as the company reported better-than-expected Q2 results. SenesTech Inc (NASDAQ: SNES) shares surged 21.7 percent to $1.95 after the company disclosed that Univar will be marketing and selling ContraPest. Yulong Eco-Materials Ltd (NASDAQ: YECO) shares gained 18.3 percent to $0.560. One Horizon Group Inc (NASDAQ: OHGI) shares rose 18 percent to $1.18. Atossa Genetics Inc (NASDAQ: ATOS) shares climbed 18 percent to $0.566. Atossa Genetics is schedule to host a conference call to announce preliminary results from Phase 1 study of oral Endoxifen on October 25, 2017. ReneSola Ltd. (ADR) (NYSE: SOL) shares rose 15.3 percent to $2.72 Renren Inc (NYSE: RENN) shares gained 11.9 percent to $10.71 after gaining 2.68 percent on Friday. Kalvista Pharmaceuticals Inc (NASDAQ: KALV) shares rose 11.8 percent to $12.59. KalVista Pharma 13D filing from Longwood Fund showed registration for an 8.7 percent stake. Xunlei Ltd (NASDAQ: XNET) shares gained 9.4 percent to $7.20 after surging 25.33 percent on Friday. VF Corp (NYSE: VFC) shares surged 7.1 percent to $71.09 after the company reported upbeat earnings for its third quarter and raised its FY2017 guidance. CAI International Inc (NYSE: CAI) rose 6.6 percent to $39.70. Cowen & Co. upgraded CAI from Market Perform to Outperform. Agenus Inc (NASDAQ: AGEN) shares gained 5.7 percent to $4.58 as the company disclosed that GSK's shingle vaccine received FDA approval. Deltic Timber Corp (NYSE: DEL) shares climbed 5.6 percent to $94.11
  • [By Monica Gerson]

    Wall Street expects ReneSola Ltd. (ADR) (NYSE: SOL) to report a quarterly loss at $0.04 per share on revenue of $256.05 million. ReneSola shares gained 2.50 percent to close at $1.23 on Friday.

Top 10 China Stocks To Watch For 2018: Baidu Inc.(BIDU)

Advisors’ Opinion:

  • [By Leo Sun]

    In late February, Baidu’s (NASDAQ:BIDU) videostreaming subsidiary iQiyi raised $1.53 billion in fresh funds to compete more effectively with rival sites. Hillhouse Capital, IDG Capital, Sequoia Capital, and Baidu all purchased the newly issued convertible bonds, and Baidu disclosed that it had invested $300 million.

  • [By Sreekanth Anasa]

    In the earnings call too, NVIDIA CEO,Jensen Huang suggested the datacenter growth is just getting started when asked by Goldman Sachs analyst Toshiya Hari on datacenter outlook. NVIDIA had announced that Alibaba (NYSE:BABA), Baidu (NASDAQ:BIDU) and Tencent will adopt its next-generation Volta GPUs for accelerating AI across the enterprise and consumer applications. Major server computer makers are also set to join the fray to adopt next-gen Volta GPUs. Jensen Huang on the call said “this ramp is just the first part of supporting the build-out of GPU-accelerated service from our company for data centers all over the world as well as cloud service providers all over the world.And so I think the — we’ve been steadfast with the excitement of accelerated computing for data centers. And I think this is just the beginning of it all.”

  • [By WWW.THESTREET.COM]

    But Coursera co-founder Andrew Ng, who previously founded Google’s AI-powered Brain project and served as chief scientist of Baidu (BIDU) , is much more optimistic. Speaking at TechCrunch Disrupt on Wednesday, Ng detailed how AI is pegged to change the world for the better. It also won’t just be limited to Silicon Valley.

Top 10 China Stocks To Watch For 2018: Euro/Yen(EJ)

Advisors’ Opinion:

  • [By Belinda Cao]

    E-House China Holdings Ltd. (EJ), a real estate brokerage, gained 9.2 percent to $9.70, extending it advance to a third week. Its American depositary receipts retreated 3.1 percent Sept. 20 from the highest level since May 2011.

Top 10 China Stocks To Watch For 2018: Sina Corporation(SINA)

Advisors’ Opinion:

  • [By Ezra Schwarzbaum]

    It was quickly followed by two other Chinese social media sites: SINA Corp (NASDAQ: SINA) and Momo Inc (ADR) (NASDAQ: MOMO).


    Weibo Responds

    Weibo issued a press release later in the day saying it would cooperate with the State Administration of Press, Publication, Radio, Film and Television.

  • [By Steve Symington]

    Shares ofSINA Corporation(NASDAQ:SINA)rose 25.8% in 2016,according to data from S&P Global Market Intelligence, following a pair of stronger-than-expected quarterly reports from the Chinese internet leader in the second half.

  • [By Leo Sun]

    Warren Buffett famously told investors to be “fearful when others are greedy, and greedy when others are fearful.” Dedicated followers of that mantra would probably dismiss Chinese online media giant SINA (NASDAQ:SINA) — which rallied 120% over the past 12 months to a six-year high — as a “greedy” play.

  • [By Shanthi Rexaline]

    SINA Corp (NASDAQ: SINA), which has a stake in Weibo, also tumbled.

    Weibo confirmed that the State Administration of Press, Publication, Radio, Film and Television of the People’s Republic of China or SAPPRFT has ordered local authorities to take measures to suspend audio and video services of some internet companies.

Top 10 China Stocks To Watch For 2018: Clean Diesel Technologies Inc.(CDTI)

Advisors’ Opinion:

  • [By Monica Gerson]

    Clean Diesel Technologies, Inc. (NASDAQ: CDTI) is projected to post a quarterly loss at $0.18 per share on revenue of $10.25 million.

    Sphere 3D Corp. (NASDAQ: ANY) is estimated to post a quarterly loss at $0.11 per share on revenue of $22.10 million.

Top 10 China Stocks To Watch For 2018: Netease.com Inc.(NTES)

Advisors’ Opinion:

  • [By Sreekanth Anasa]

    Shares of Hangzhou, China-based NetEase Inc (NASDAQ:NTES)popped 14% in the Feb 16th trading session after the company reported stellar Q4 and full-year 2016 earnings on Feb 15th after market close. The Chinese online gaming giant delivered an EPS of $4.30 on revenues of $1.74B beating EPS estimates by $0.86 and revenue estimates by $16oM. NetEase’s revenue grew by an impressive 53.1% YoY for Q4 and 67.7% for the full year 2016. On the back of these strong numbers, NTES stock closed at an all-time high of $298.73 in yesterday’s trading session. NTES stock might have gone up very high too soon. There could be a correction around the corner but still NTES stock is a great long-term proposition with much more upside left. Here’s why.

  • [By Joe Tenebruso]

    Shares ofNetEase (NASDAQ:NTES)popped 20.1% last month, according to data provided byS&P Global Market Intelligence, as the Chinese internet technology company’s strong fourth-quarter earnings report was applauded by investors.