Here is what Piper Jaffray analyst
Safa Rashtchy expects of the Chinese companies reporting over the next couple of weeks:
....We expect China companies to report generallyOn Wireless Companies:
....We expect that the wireless sector will be in line, given the impact ofOn Travel Companies:
MMS in Q1 but the valuation of the wireless companies has already
discounted a very weak quarter. Furthermore, we expect that the overall
wireless environment is improving.
....We expect the travel market to be solid and provide upsideOn Gaming Companies:
to our estimates.....and we expect Ctrip (ticker: CTRP) to report strong
results with upside.
....with upside to our estimates in the online game sector.On Sina.com (ticker: SINA):
....On a company basis, our top
picks are Shanda (ticker: SNDA) and NetEase (ticker: NTES), both
of which we expect to report solid upside to our estimates. We also
don't believe that the launch of World of Warcraft by The 9 (ticker: NCTY) will have material impact on these companies.
....We believe Sina isOn Advertising:
likely to have an in-line quarter....
....We also believe that advertising is likely to be
generally in line with our expectations.