Top 5 Asian Stocks To Invest In 2014

Business Insider, one of the sites at the forefront of creating a native digital publishing model, happily announced the other day an additional investment of $12 million, bringing its total to about $30 million.

Started by former securities analyst Henry Blodget and DoubleClick founder Kevin Ryan, the site, along with The Huffington Post, Gawker, BuzzFeed and Forbes, has helped pioneer a mix of aggregation, free contributions and syndication, along with original reporting and commentary. It has coupled this editorial approach with aggressive traffic-building strategies.

This past fall, Business Insider sought to sell itself for $100 million in cash and found no takers (there were merger proposals, but no cash offers). Its $12 million in new money comes from existing investors — Amazon.com founder and CEO Jeff Bezos among them — meaning everybody merely contributed more money to keep their present ownership stakes, without raising the value of their shares.

Top 5 Asian Stocks To Invest In 2014: Phoenix New Media Ltd (FENG)

Phoenix New Media Limited (PNM), incorporated on November 22, 2007, is a new media company providing content on an integrated platform across Internet, mobile and television (TV) channels in China. PNM enables consumers to access professional news and other content and share user-generated content (UGC), on the Internet and through their mobile devices. The Company also transmits its UGC and in-house produced content to TV viewers primarily through Phoenix TV. Its platform includes its ifeng.com channel, consisting of its ifeng.com Website, its video channel, consisting of its dedicated video vertical and video services and applications, and its mobile channel, including its mobile Internet Website and mobile applications.

PNM offers a variety of paid services across all of its channels, including mobile Internet and value-added services (MIVAS), which includes its digital reading services, mobile game services and wireless value-added services (WVAS), such as messaging-based services (short message service and multi-media messaging services); video value-added services (video VAS), which consists of its online subscription and pay-per-view video services, its mobile subscription and pay-per-view video services, and video content sales, and Internet value-added services (Internet VAS). The Company primarily generates its paid service revenues from its WVAS, digital reading services and mobile video subscription and pay-per-view services by providing content to mobile device users and collecting revenue shares or fixed fees for its content services from the relevant mobile operator. The Company also earns paid service revenues in the form of fixed fees from China Mobile Communications Corporation (China Mobile), for its digital reading services.

Video Channel

The Company’s video channel is consists of its online video vertical at v.ifeng.com; mobile video subscription and pay-per-view services and mobil e video application, video content sales business. The Compa! ny offers its video VAS paid services through its video channel, which include its online subscription and pay-per-view services, its mobile subscription and pay-per-view video services and video content sales. The Company’s v.ifeng.com vertical offers four categories of video products and services, namely free online video on demand (VOD), live Phoenix TV broadcasts, subscription online video service and pay-per-view online video service. It organizes and presents video content, supplemented by text, images, user surveys and comment postings on its v.ifeng.com vertical.

The VODs typically consist of short clips of up to five minutes of news programs, interviews, documentaries and other programs. Its VOD content is easily searchable on its Website and is organized into over 10 verticals of v.ifeng.com for easy browsing, including news, finance, culture, sports, history, entertainment, news commentary, military affairs, society, biographies history, entertainm ent, movies and TV, style, vblog, VIP channel, Phoenix TV, live broadcast, and original videos.It offers live streams of Phoenix TV’s flagship channels, the Phoenix Chinese Channel and the Phoenix InfoNews Channel. Its online subscription video service enables users to watch advertisement-free premium content, such as feature-length documentaries and exclusive online Phoenix TV programming.

The Company’s online pay-per-view video service enables users to watch advertisement-free premium videos by purchasing access to particular videos on vip.v.ifeng.com. Like its online subscription videos, its pay-per-view videos include longer videos of up to 20 minutes in length. The Company offers video content through the mobile video platforms of telecom operators, primarily China Mobile and China Telecom. Mobile users who access its videos on China Mobile’s platform either by subscription or on a pay-per-view basis pay a fixed fee.

Mobile Channel

The Company’s mobile channel consists of its 3g.ifeng! .com mobi! le Website and its MIVAS. The Company offers MIVAS paid services through its video channel, which include its digital reading services, mobile game services and WVAS. Users can access its mobile content and MIVAS directly from their mobile phones on its mobile Internet Website, 3g.ifeng.com; from a mobile operator’s platform; by downloading its applications, and by opening a pre-installed application on their mobile devices. The Company provides and markets its MIVAS through cooperation with mobile operators, as well as various mobile device manufacturers, Internet sites, technology and media companies.

The Company’s 3g.ifeng.com Website is a modified version of its ifeng.com site reformatted for use on mobile devices and tailored to the preferences of its mobile users. 3g.ifeng.com allows its users to access ifeng.com and v.ifeng.com content. Similar to ifeng.com, its 3g.ifeng.com features an array of interest-based and interactive verticals, including news, stocks, micro-blog, user surveys, and digital reading, as well as a mobile video site for watching free mobile VOD.

The Company competes with NetEase.com, Inc., Sina Corporation, Sohu.com Inc., Tencent Technology Limited, Youku Tudou Inc., iqiyi.com, Sohu video, QQ video, PPlive.com, PPS.com, China Network Television, 3G Menhu, A8.com, and Kong Zhong Corporation, Wenxuecity.com, Duowei News and Yahoo!.

Advisors’ Opinion:

  • [By Seth Jayson]

    Phoenix New Media (NYSE: FENG  ) reported earnings on May 14. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), Phoenix New Media beat slightly on revenues and beat expectations on earnings per share.

  • [By Belinda Cao]

    E-Commerce China Dangdang Inc. (DANG), the nation’s biggest online book retailer, rose 8.5 percent to $11.70, the highest price since Aug. 13. YY Inc. (YY), owner of a social entertainment website, rallied 4.9 percent to $50.47, the highest level since its listing in November. TV and Internet news outlet Phoenix New Media Ltd. (FENG) added 4.5 percent to a two-year high of $12.23.

  • [By Belinda Cao]

    Phoenix New Media Ltd. (FENG), a TV and Internet news outlet, gained 11 percent last week to $11.66 in New York, bringing its surge this year to 220 percent.

Top 5 Asian Stocks To Invest In 2014: Matahari Department Store Tbk PT (LPPF)

PT Matahari Department Store Tbk operates as a multi-format retailer. The Company, based in Indonesia, operates as the Department Store division of Matahari Putra Prima. The Matahari Group is Indonesia’s multi-format retailer with core retail businesses in fashion and household groceries businesses targeted for middle – upper middle consumers throughout the country. Advisors’ Opinion:

  • [By Emma O’Brien]

    PT Matahari Department Store (LPPF), Indonesia’s largest retailer, climbed 7.7 percent to 14,000 rupiah after the stock was added to the MSCI Emerging Markets Index.

Top 5 Asian Stocks To Invest In 2014: Alliance Fiber Optic Products Inc.(AFOP)

Alliance Fiber Optic Products, Inc. engages in the design, manufacture, and marketing of a range of fiber optic components and integrated modules incorporating these components to communications equipment manufacturers and service providers in North America, Europe, and Asia. The company offers interconnect devices that are used to connect optical fibers and components; couplers and splitters that are used to divide and combine optical power; and dense wavelength division multiplexing (DWDM) devices that separate and combine multiple specific wavelengths. Its connectivity products include connectivity modules; optical connectors, adapters, and cable assemblies; fused and planar fiber optical splitters and couplers; optical tap couplers and ultra low polarization dependent loss tap couplers; amplifier wave division multiplexing (WDM) couplers; optical fixed attenuators; and fused fiber WDM couplers. The company?s optical passive products comprise filter WDMs, amplifier fil ter WDMs, DWDMs, coarse WDMs, compact coarse WDMs, add/drop DWDM filters, optical isolators, optical bypass switches, and automatic variable optical attenuators. Its products are deployed in long-haul networks that connect cities; metropolitan networks that connect areas within cities; last mile access networks that connect to individual businesses and homes; and enterprise networks within businesses. The company sells its products to communications equipment manufacturers who incorporate its products into their systems and sell them to network service providers, as well as to other component manufacturers for resale or inclusion in their products. Alliance Fiber Optic Products, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.

Advisors’ Opinion:

  • [By Lisa Levin]

    Alliance Fiber Optic Products (NASDAQ: AFOP) shares moved up 11.07% to $16.46. The volume of Alliance Fiber Optic shares traded was 322% higher than normal. Alliance Fiber Optic issued a strong Q1 forecast.

  • [By Michael A. Robinson]

    During the same five years, a small-cap play on high-speed digital networks did almost as well. Alliance Fiber Optic Products Inc. (Nasdaq: AFOP) has rallied nearly 785%, turning $25,000 into $221,250.

  • [By Michael A. Robinson]

    Enter Alliance Fiber Optic Products Inc. (Nasdaq: AFOP). Basically, Alliance helps make fiber-optic technology possible for homes and businesses.

Top 5 Asian Stocks To Invest In 2014: Micropac Industries Inc (MPAD)

Micropac Industries, Inc. (Micropac), incorporated on March 3, 1969, manufactures and distributes various types of hybrid microelectronic circuits, solid state relays, power operational amplifiers, and optoelectronic components and assemblies. Micropac’s products are used as components in a range of military, space and industrial systems, including aircraft instrumentation and navigation systems, power supplies, electronic controls, computers, medical devices, and high-temperature (200o degree Celsius) products. The Company’s products are either custom (being application-specific circuits designed and manufactured to meet the particular requirements of a single customer) or standard components. During the fiscal year ended December 31, 2011 (fiscal 2011), its custom-designed components accounted for approximately 34% of its revenue and standard components accounted for approximately 66% of its revenue.

Micropac occupies approximately 36,000 square feet of manufacturing, engineering and office space in Garland, Texas. The Company owns 31,200 square feet of that space and leases an additional 4,800 square feet. It also sub-contracts some manufacturing to Inmobiliaria San Jose De Ciuddad Juarez S.A. DE C.V, a maquila contract manufacturer in Juarez, Mexico.

Micropac provides microelectronic and optoelectronic components and assemblies along with contract electronic manufacturing services, and offers a range of products sold to the industrial, medical, military, aerospace and space markets. The Microcircuits product line includes custom microcircuits, solid state relays, power operational amplifiers, and regulators. During fiscal 2011, microcircuits product line accounted for 51% of its revenue and the optoelectronics product line accounted for 62% of its business respectively. The Company’s core technology is the packaging and interconnects of miniature electronic components, utilizing thick film and thin film sub strates, forming microelectronics circuits. Other technologi! es include light emitting and light sensitive materials and products, including light emitting diodes and silicon phototransistors used in its optoelectronic components, and assemblies.

The Company’s basic products and technologies include custom design hybrid microelectronic circuits, solid state relays and power controllers, custom optoelectronic assemblies and components, optocouplers, light-emitting diodes, Hall-Effect devices, displays, power operational amplifiers, fiber optic components and assemblies, and high temperature (200o degree Celsius) products. Micropac’s products are primarily sold to original equipment manufacturers (OEM’s) who serve major markets, which includes military/aerospace, such as aircraft instrumentation, guidance and navigations systems, control circuitry, power supplies and laser positioning; space, which include control circuitry, power monitoring and sensing, and industrial, which includes power control equipment and robot ics.

The Company’s products are marketed throughout the United States and in Western Europe. During fiscal 2011, approximately 21% of the Company’s revenue was from international customers. The Company’s major customers include contractors to the United States Government. During fiscal 2010, sales to these customers for the Department of Defense (DOD) and National Aeronautics and Space Administration (NASA) contracts accounted for approximately 62% of its revenues. The Company’s customers are Lockheed Martin, Northrop Grumman, Boeing, Rockwell Int’l, and NASA.

The Company compete with Teledyne Industries, Inc., MS Kennedy, Honeywell, Avago and International Rectifier.

Advisors’ Opinion:

  • [By Geoff Gannon] strong>ADDvantage Technologies (AEY)

    · Solitron Devices (SODI)

    · OPT-Sciences (OPST)

    Micropac

    Micropac is 76% owned by Heinz-Werner Hempel. He’s a German businessman. You can see the German company he founded here. He’s had control of Micropac for a long-time. I don’t have an exact number in front of me. But I would guess it’s been something like 25 years.

    ADDvantage

    ADDvantage Technologies is controlled by the Chymiak brothers. See the company’s April 4 press release explaining their decision to turn over the CEO position to an outsider. Regardless, the Chymiaks still control 47% of the company. Ken Chymiak is now chairman. And David Chymiak is still a director and now the company’s chief technology officer. Clearly, it’s still their company.

    By the way, the name ADDvantage Technologies has nothing to do with the Chymiaks. Today’s AEY really traces its roots to a private company called Tulsat. The Chymiak brothe rs acquired that company about 27 years ago. So, effectively, when you buy shares of AEY you are buying into a 27-year-old family-controlled company.

    That’s pretty typical in the world of net-nets.

    Solitron

    Solitron Devices is 29% owned by Shevach Saraf. He has been the CEO for 20 years. The post-bankruptcy Solitron has never known another CEO. Before the bankruptcy, Solitron was a much bigger, much different company. So even though we are not talking about the founder here – and even though 70% of the company’s shares are not held by the CEO – we’re still talking about a company where one person has a lot of control. Solitron only has three directors. Saraf is the chairman, CEO, president, CFO and treasurer. Neither of the other two directors joined the board within the last 15 years. So, we aren’t talking about a lot of tumult at the top.

    In fact, profitable net-nets seem to be especially common candidates for abandoning the responsibili ties of a public comp

  • [By Geoff Gannon] % of NCAV, has similar (slightly better) z- and f-scores, a FCF margin of 6%, but has ROA of 28%.

    ADDvantage (AEY) sells at 95% of NCAV, has similar (in the ballpark) scores and FCF and ROA of 23%.

    The slightly better businesses are currently more expensive in terms of price/NCAV. They have less asset-based downside protection, but they are better businesses.

    How do you quantify and qualify what is cheap enough? To me, there’s a big difference in relative cheapness in a company selling at 74% of NCAV versus one selling at 95%. I’m wondering if I’m putting too much weight on this cheapness measurement instead of acknowledging that any decent business selling at less than NCAV is cheap enough. Yet, one has to have some quantifiable idea of when something is not cheap enough anymore.

    Can you help me put this into a unified framework?

    Dan

    There’s a great post over at Oddball Stocks called: “A Stock is a Business”. Read it. Then go over to Richard Beddard’s Interactive Investor Blog. Bookmark that blog. Read it religiously. He looks at Ben Graham type stocks in the U.K. And he looks at them not just as stocks but as pieces of a business.

    Here’s what Richard said in a post called “Giving Up on Mastery of the Universe”:

    I need to know:

    1. Whether the managers have made good decisions in the past, and whether their incentives work in the interests of the owners, because those kind of managers often add value to a company.

    2. The products a company sells will still be in demand for years to come, because if they’re not then the past, which we know, does not tell us anything about the future, which we don’t.

    3. A company is financially strong enough to withstand the kinds of shocks companies typically experience bearing in mind some are more sensitive to events than others.

    4. How to judge whether the share price undervalues the company, bearing in mind the precedi ng three factors.

Top 5 Asian Stocks To Invest In 2014: Spectrum Rare Earths Ltd (SPX)

Spectrum Rare Earths Limited, formerly TUC Resources Ltd, is engaged in the exploration and evaluation of rare earths, uranium, base metals and gold mineral interests. On October 2, 2012, holds approximately 18,000 square kilometer of prospective land package across 44 tenements. During the fiscal year ended June 30, 2011, the Company is focuses on its Stromberg Heavy Rare Earth Project. The Company has 50, 100% owned tenements in the Northern Territory. Tenements within the Pine Creek Project consist of EL’s 24884, 25224, 25228 and uranium rights on EL24906. Parts of EL24906 and EL24884 are located within the Rum Jungle Mineral Field. The Arnhem Project encompasses all the Company’s tenement holdings in the East Alligator River region within 150 kilometer of the high grade Narbalek uranium mine. The Litchfield Uranium Project consists of granted licenses EL25195 and EL25176 and license applications 25472, 25473 and 25221. Advisors’ Opinion:

  • [By MarketWatch]

    Stocks broke a four-day win streak to close slightly lower Thursday, after both the S&P 500 (SPX)  and the Dow Jones Industrial Average (DJIA)  set intraday record highs earlier in the session.

  • [By Lawrence G. McMillan]

    Now the S&P 500 index (SPX)  has moved to new highs once again, both on an intraday and a closing basis (the Dow Jones Industrial Average (DJIA) is about to do the same). Those highs were confirmed by consecutive closes yesterday and today.