Ford (NYSE: F ) CEO Alan Mulally is a very reasonable guy -- but lately, he's been quoted in the business press with some very tough talk about Japan. Mulally says the Japanese government is manipulating its currency to give Japanese automakers an advantage -- part of the prime minister's efforts to jump-start Japan's slow economy.
Is Mulally right to be angry? In this video, Fool contributor John Rosevear looks at what's actually happening, and what's at stake for Ford -- and at why Alan Mulally might be right to be worried about Ford's Japanese rivals.
China is already the world's largest auto market ��and it's set to grow even bigger in coming years. A recent Motley Fool report, "2 Automakers to Buy for a Surging Chinese Market," names two global giants poised to reap big gains that could drive big rewards for investors. You can read this report right now for free ��just click here for instant access.
Hot Transportation Stocks To Own For 2015: Euro/Yen(EJ)
E-House (China) Holdings Limited, through its subsidiaries, operates as a real estate services company in China. It provides primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate promotional event services, real estate online services, and real estate investment fund management services. The company offers primary real estate agency services to real estate developers. Its secondary real estate brokerage services include offering advisory services on choices of properties; accompanying potential buyers on house viewing trips; drafting purchase contracts; negotiating price and other terms; and providing preliminary proof of title, as well as coordinating with the notary, the bank, and the title transfer agency. The company also provides real estate information services comprising data subscription services and data integration services; and real estate cons ulting services, including land acquisition consulting, development consulting, marketing consulting, and comprehensive solution consulting. In addition, it offers real estate advertising services consisting of advertising design and sales in print and other media; and real estate promotional event services, including securing venues, hiring caters and other various service providers, formulating event themes, and inviting speakers and guests for real estate promotional events. Further, the company provides real estate online services, including real estate news, information, property data, and access to online communities to real estate consumers and participants through local Web sites; and involves in real estate investment fund management activities that consist of investments in China?s real estate sector. E-House (China) Holdings Limited was founded in 2000 and is headquartered in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Wednesday morning, the financial sector proved to be a source of strength for the market. Leading the sector was strength from SouFun Holdings (NYSE: SFUN) and E-House (China) Holdings (NYSE: EJ). In trading on Wednesday, energy shares were relative laggards, down on the day by about 0.67 percent. Among the energy stocks, Endeavour International (NYSE: END)was down more than 22 percent, while TransGlobe Energy (NASDAQ: TGA) tumbled around 6 percent. - [By Roberto Pedone]
One under-$10 name that's quickly pushing within range of triggering a big breakout trade is E-House China (EJ), which is engaged in providing real estate agency and brokerage services in the primary and secondary markets and real estate consulting and information services in the People's Republic of China. This stock is off to a monster start in 2013, with shares up sharply by 131%.
If you take a look at the chart for E-House China, you'll notice that this stock has been trending sideways and consolidating for the last month and change, with shares moving between $8.35 on the downside and $10.24 on the upside. Shares of EJ are starting to spike sharply higher today right above that $8.35 low, and this stock is now quickly moving within range of triggering a big breakout trade above the upper-end of its recent range.
Traders should now look for long-biased trades in EJ if it manages to break out above some near-term overhead resistance levels at $9.74 to $10.19 a share, and then once it clears its 52-week high at $10.24 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 1.11 million shares. If that breakout triggers soon, then EJ will set up to enter new 52-week-high territory above $10.24, which is bullish technical price action. Some possible upside targets off that breakout are $13 to $15 a share.
Traders can look to buy EJ off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support at $8.35 a share, or around its 50-day moving average at $7.96 a share. One can also buy EJ off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
- [By Jake L'Ecuyer]
Shares of E-House (China) Holdings (NYSE: EJ) got a boost, shooting up 7.63 percent to $10.78 after the company reported Q3 results.
SINA (NASDAQ: SINA) was also up, gaining 12.98 percent to $85.76 after the company reported a strong rise in its Q3 profit.
- [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.
Best China Stocks To Own For 2014: 51job Inc.(JOBS)
51job, Inc. provides integrated human resource services primarily in the People?s Republic of China. . The company provides recruitment related advertising services, including print advertising services through 51job Weekly, which is a city-specific recruitment advertising publication that is published once a week and is distributed as an insert in local newspapers and/or on a stand-alone basis; and online recruitment services through its Website, www.51job.com. It also offers other human resource related services, such as business process outsourcing, which consist of social insurance and welfare payment processing, regulatory compliance, and payroll processing; and executive search services, as well as conducts training seminars in the areas of business management, leadership, sales and marketing, human resource, negotiation skills, financial planning and analysis, public administration, manufacturing, secretarial, and other skills for the general public and corporate cl ients. In addition, the company provides campus recruitment services; conducts salary, employee retention, and other human resource related surveys; organize and host annual human resource conferences and events, which include lectures, seminars, workshops, and networking opportunities for human resource professionals; and provides assessment tools to assist human resource departments in evaluating capabilities and dispositions of job candidates and existing employees, aiding employee placement, and allocating employee resources, as well as hiring and support services to employers on select recruitment projects. It provides recruitment and other human resource related services to employers through its sales offices, as well as through its sales and customer service call center. The company was founded in 1998 and is based in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By John Udovich]
As US and global economies recover, hiring should increase with overlooked recruitment related stocks like Cornerstone OnDemand, Inc (NASDAQ: CSOD), 51job, Inc (NASDAQ: JOBS) and Staffing 360 Solutions Inc (OTCBB: STAF) being among the first to benefit aside from those who have found employment:
Best China Stocks To Own For 2014: Bona Film Group Limited(BONA)
Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.
Advisors' Opinion:- [By Bryan Murphy]
It's certainly no The Walt Disney Company (NYSE:DIS). It's not even a Lions Gate Entertainment Corp. (NYSE:LGF). Yet, Bona Film Group Ltd (NASDAQ:BONA) is a solid company in its own right, and BONA shares are looking more compelling right now than DIS or LGF are here, even though all three companies are in the same industry.
Best China Stocks To Own For 2014: Trina Solar Limited(TSL)
Trina Solar Limited, through its subsidiaries, designs, develops, manufactures, and sells photovoltaic (PV) modules worldwide. The company offers monocrystalline PV modules ranging from 165 watts to 185 watts in power output; and multicrystalline PV modules ranging from 215 watts to 240 watts in power output that provide electric power for residential, commercial, industrial, and other applications. It also involves in the design and production of various PV modules, such as colored modules for architectural applications and larger sized modules for utility grid applications based on customers? and end-users? specifications. Trina Solar Limited sells and markets its products primarily to distributors, wholesalers, power plant developers and operators, and PV system integrators. The company was founded in 1997 and is based in Changzhou, the People?s Republic of China.
Advisors' Opinion:- [By Travis Hoium]
The press release from First Solar claims that TetraSun can make 21% efficient cells at costs similar to those of conventional multicrystalline silicon solar cells. If we use Trina Solar (NYSE: TSL ) as the proxy, that means manufacturing costs of about $0.64 per watt.
Best China Stocks To Own For 2014: Raptor Pharmaceutical Corp.(RPTP)
Raptor Pharmaceuticals Corp. operates as a biotechnology company in the United States. The company is dedicated to speeding the delivery of new treatment options to patients by working to improve existing therapeutics through the application of highly specialized drug targeting platforms and formulation expertise. Its clinical stage development products include DR Cysteamine, which is in phase IIb for the treatment of cystinosis; phase IIa for the non-alcoholic steatohepatitis; and phase II for the treatment of Huntington?s disease. Raptor?s clinical-stage products also include Convivia that is in Phase IIa stage for the potential management of acetaldehyde toxicity due to alcohol consumption; and Tezampanel and NGX 426, which completed phase I stage for the treatment of migraine and pain. Its preclinical product candidates comprise HepTide for the treatment of Hepatocellular Carcinoma and Hepatitis; WntTide for the treatment of breast cancer; NeuroTrans for the treatmen t of neurodegenerative diseases; and Tezampanel and NGX 426 for the treatment of Thrombosis and Spasticity Disorder. Raptor Pharmaceuticals Corp. is headquartered in Novato, California.
Advisors' Opinion:- [By Sean Williams]
Raptor Pharmaceuticals (NASDAQ: RPTP ) also gave shareholders something to cheer about when, on Tuesday, the company announced that the Food and Drug Administration had granted Procysbi, its nephropathic cystinosis drug, U.S. orphan drug status. Although FDA-approved drugs are protected by patent for a period of 20 years, the U.S. orphan drug status will keep biosimilar competition from competing against Raptor's Procysbi through April 30, 2020. In addition, on Friday Procysbi received a positive opinion from the European Medicine Agency's panel that the drug be recommended for approval in the EU. However, I'd caution calmer heads prevail here as the total market for the drug is only about 2,000 people worldwide and peak sales estimates in the U.S. are a mere $60 million.
Best China Stocks To Own For 2014: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Paul Ausick]
In the Chinese solar sector we tracked the following short interest changes: JA Solar Holdings Co. Ltd. (NASDAQ: JASO), LDK Solar Co. Inc. (NYSE: LDK), Suntech Power Holdings Co. Ltd. (NYSE: STP), Trina Solar Ltd. (NYSE: TSL) and Yingli Green Energy Holding Co. Ltd. (NYSE: YGE).�For China-based firms, the percentage of shares short is not available because the companies are also listed on other exchanges.
- [By Travis Hoium]
China won't let its solar industry die without a fight. After handing billions of dollars to manufacturers, including LDK Solar (NYSE: LDK ) , Yingli Green Energy (NYSE: YGE ) , Suntech Power (NYSE: STP ) , to build capacity they are now generating demand domestically to soak up unsold panels.
- [By Wall Street Sector Selector]
Previous to last week's solar flare, the sector has suffered through some awful growing pains. The financial crisis resulted in reduced subsidies for development in the rapidly-advancing photovoltaic power industry. Meanwhile, China increased government financing of its solar industry, having already established a strong presence in the sector with such companies as Suntech Power (STP) and LDK Solar (LDK).
- [By Paul Ausick]
Big Earnings Movers: Tiffany & Co. (NYSE: TIF) is up 8.7% at $88.05 following positive results and a raised outlook. Barnes & Noble Inc. (NYSE: BKS) is down 6% at $15.45 as the bookseller watches its revenue slide. JA Solar Holdings Co. Ltd. (NASDAQ: JASO) is down 10.3% at $XX on a mixed earnings report and LDK Solar Co. Ltd. (NYSE: LDK) is flat at $1.60.
Best China Stocks To Own For 2014: eLong Inc.(LONG)
eLong, Inc. operates as an online travel service provider in the People?s Republic of China. The company provides its customers with travel information and the ability to book rooms, air tickets, vacation packages, and other travel related services utilizing call center and Web-based distribution technologies. It facilitates the customers to book rooms in approximately 10,000 hotels in 450 cities across China, and fulfills air ticket reservations in approximately 80 cities across China. In addition, the company offers the ability to book rooms at approximately 100,000 hotels outside of China; and provides the customers informative content relevant to hotel and air travel decisions, including tourist and event site destination information, hotel facility information, and photos. eLong markets its services through online marketing, traditional media advertising, co-marketing with established brands of other companies, and direct marketing. The company was founded in 1999 and is headquartered in Beijing, the People?s Republic of China. eLong, Inc. operates as a subsidiary of Expedia Asia Pacific Limited.
Advisors' Opinion:- [By Faisal Humayun]
Positive Clarification on eLong (LONG)
There were rumours in the recent past that Expedia is considering selling its 65% stake in eLong. On July 7, 2014, Expedia announced that the talk on selling the stake was indeed a rumour and Expedia remains a long-term investor in eLong to support eLong's drive to become the leading Chinese travel site.
- [By Shareholders Unite]
The main on-line competitors are:
Qunar.com, a travel website owned by Baidu (BIDU) and a few venture fundseLong (LONG), backed by Tencent (TCEHY.PK) and Expedia (EXPE). Analyst expect it to generate $163M in revenue next yearThat is pretty serious competition, needless to say. Having the backing of Baidu or Expedia offers several advantages, but Ctrip is the biggest and most established company. It's quite difficult to compare Qunar.com to Ctrip, for the simple sake that Qunar is a private company. However, there can be little doubt that it constitutes serious competition:
- [By Tom Taulli]
Strong Portfolio: Expedia has massive scale, with supply from about 200,000 hotels, 300 airlines and various car rentals and cruise lines. And EXPE sites — which�include Hotwire.com, Hotels.com, CarRentals.com and more, on top of the Expedia namesake — get�about 50 million unique visitors every month. Plus, EXPE also owns a majority stake in eLong (LONG), which is the second largest online travel company in China.
- [By Belinda Cao]
The Bloomberg China-US Equity Index (HSCEI) of the most-traded Chinese stocks in the U.S. added 0.3 percent to 103.21 yesterday. Renren, owner of a real-name social network website, jumped to the highest level since August as volumes surged. Web travel agency Elong Inc. (LONG) soared 20 percent. China Southern Airlines Co. (ZNH), Asia�� biggest carrier by passenger numbers, fell the most in a week and China Eastern Airlines Corp. slid to a three-week low.
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