Emerging Markets: 20 BRIC Stocks Snapped Up by Institutional Investors

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 |  Includes: ASIA, BIDU, CIS, CTRP, CYOU, HOGS, HOLI, HQCL, JKS, LDK, MMYT, NOAH, PACT, SPRD, SSRX, STP, TSL, TSU, VISN, YGE
by: Kapitall

Are you looking to boost your exposure to the Brazilian, Russian, Indian and Chinese (BRIC) economies? If so, then you may find this list to be an interesting starting point for your own analysis.

To construct this list we looked for stocks with three characteristics:

  • Market cap above $300M
  • With substantial exposure to Brasil, Russia, China and/or India
  • Experiencing significant institutional buying as a percentage of float

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.



We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.

Given this information, which of these stocks are you most bullish about?

1. MakeMyTrip Limited (NASDAQ:MMYT): General Entertainment Industry. Market cap of $810.32M. Based in India. On a net basis, institutional investors purchased 1.8M shares over the current quarter - this is equivalent to 19.69% of the floating shares. The stock is a short squeeze candidate, with a short float at 5.21% (equivalent to 8.19 days of average volume). The stock has performed poorly over the last month, losing 26.45%.

2. JinkoSolar Holding Co., Ltd. (NYSE:JKS):
Industrial Electrical Equipment Industry. Market cap of $527.69M. Based in China. On a net basis, institutional investors purchased 2.1M shares over the current quarter - this is equivalent to 18.53% of the floating shares. The stock is a short squeeze candidate, with a short float at 19.63% (equivalent to 5.67 days of average volume). It has been a rough couple of days for the stock, losing 5.37% over the last week.

3. Zhongpin, Inc. (NASDAQ:HOGS):
Food Industry. Market cap of $477.06M. Based in China. On a net basis, institutional investors purchased 4.6M shares over the current quarter - this is equivalent to 16.25% of the floating shares. The stock is a short squeeze candidate, with a short float at 13.56% (equivalent to 6.99 days of average volume). It has been a rough couple of days for the stock, losing 10.39% over the last week.

4. Hollysys Automation Technologies, Ltd (NASDAQ:HOLI):
Industrial Electrical Equipment Industry. Market cap of $455.75M. Based in China. On a net basis, institutional investors purchased 3.3M shares over the current quarter - this is equivalent to 14.42% of the floating shares. The stock is a short squeeze candidate, with a short float at 20.35% (equivalent to 8.96 days of average volume). The stock has performed poorly over the last month, losing 23.56%.

5. Hanwha SolarOne, Ltd. (HSOL):
Semiconductor Industry. Market cap of $426.47M. Based in China. On a net basis, institutional investors purchased 3.1M shares over the current quarter - this is equivalent to 13.95% of the floating shares. This is a risky stock that is significantly more volatile than the overall market (beta = 2.54). It has been a rough couple of days for the stock, losing 14.48% over the last week.

6. Yingli Green Energy Holding Co. Ltd. (NYSE:YGE): Semiconductor Circuits Industry. Market cap of $1.22B. Based in China. On a net basis, institutional investors purchased 10.2M shares over the current quarter - this is equivalent to 11.41% of the floating shares. This is a risky stock that is significantly more volatile than the overall market (beta = 3.03). It has been a rough couple of days for the stock, losing 5.55% over the last week.

7. AsiaInfo-Linkage,Inc. (NASDAQ:ASIA): Security Software and Services Industry. Market cap of $1.06B. Based in China. On a net basis, institutional investors purchased 4.0M shares over the current quarter - this is equivalent to 8.86% of the floating shares. The stock is a short squeeze candidate, with a short float at 21.65% (equivalent to 10.21 days of average volume). It has been a rough couple of days for the stock, losing 6.97% over the last week.

8. Changyou.com Limited (NASDAQ:CYOU): Multimedia and Graphics Software Industry. Market cap of $1.90B. Based in China. On a net basis, institutional investors purchased 827.4K shares over the current quarter - this is equivalent to 8.28% of the floating shares. After a solid performance over the last year, CYOU has pulled back during recent sessions. The stock has performed poorly over the last month, losing 15.11%.

9. hiSoft Technology International Ltd. (HSFT): Business Software and Services Industry. Market cap of $422.98M. Based in China. On a net basis, institutional investors purchased 1.6M shares over the current quarter - this is equivalent to 8.26% of the floating shares. The stock is a short squeeze candidate, with a short float at 10.68% (equivalent to 8.49 days of average volume). It has been a rough couple of days for the stock, losing 10.41% over the last week.

10. Noah Holdings Limited (NYSE:NOAH): Asset Management Industry. Market cap of $570.88M. Based in China. On a net basis, institutional investors purchased 1.3M shares over the current quarter - this is equivalent to 7.81% of the floating shares. The stock is a short squeeze candidate, with a short float at 25.89% (equivalent to 14.78 days of average volume). It has been a rough couple of days for the stock, losing 15.51% over the last week.

11. Suntech Power Holdings Co. Ltd. (NYSE:STP):
Diversified Electronics Industry. Market cap of $1.29B. Based in China. On a net basis, institutional investors purchased 9.7M shares over the current quarter - this is equivalent to 7.64% of the floating shares. This is a risky stock that is significantly more volatile than the overall market (beta = 2.88). The stock is a short squeeze candidate, with a short float at 12.43% (equivalent to 5.63 days of average volume).

12. LDK Solar Co., Ltd. (NYSE:LDK): Semiconductor Industry. Market cap of $1.02B. Based in China. On a net basis, institutional investors purchased 4.2M shares over the current quarter - this is equivalent to 7.5% of the floating shares. This is a risky stock that is significantly more volatile than the overall market (beta = 2.7). The stock has performed poorly over the last month, losing 32.87%.

13. TIM Participacoes S.A. (NYSE:TSU): Wireless Communications Industry. Market cap of $12.06B. Based in Brazil. On a net basis, institutional investors purchased 5.7M shares over the current quarter - this is equivalent to 7.2% of the floating shares. The stock has gained 79.64% over the last year.

14. Ctrip.com International Ltd. (NASDAQ:CTRP):
Consumer Services Industry. Market cap of $5.81B. Based in China. On a net basis, institutional investors purchased 8.0M shares over the current quarter - this is equivalent to 6.03% of the floating shares. The stock is currently stuck in a downtrend, trading -6.54% below its SMA20, -9.9% below its SMA50, and -6.91% below its SMA200. It has been a rough couple of days for the stock, losing 9.82% over the last week.

15. VisionChina Media Inc. (NASDAQ:VISN): Advertising Agencies Industry. Market cap of $307.77M. Based in China. On a net basis, institutional investors purchased 2.1M shares over the current quarter - this is equivalent to 4.94% of the floating shares. It has been a rough couple of days for the stock, losing 18.65% over the last week.

16. Spreadtrum Communications Inc. (NASDAQ:SPRD): Semiconductor Industry. Market cap of $708.60M. Based in China. On a net basis, institutional investors purchased 1.7M shares over the current quarter - this is equivalent to 4.93% of the floating shares. It has been a rough couple of days for the stock, losing 17.62% over the last week.

17. Camelot Information Systems Inc. (NYSE:CIS): Information Technology Services Industry. Market cap of $616.93M. Based in China. On a net basis, institutional investors purchased 1.3M shares over the current quarter - this is equivalent to 4.9% of the floating shares. It has been a rough couple of days for the stock, losing 17.23% over the last week.

18. 3SBio Inc. (NASDAQ:SSRX): Biotechnology Industry. Market cap of $395.29M. Based in China. On a net basis, institutional investors purchased 624.4K shares over the current quarter - this is equivalent to 4.78% of the floating shares. The stock has gained 40.28% over the last year.

19. Trina Solar Ltd. (NYSE:TSL):
Semiconductor Industry. Market cap of $1.33B. Based in China. On a net basis, institutional investors purchased 3.1M shares over the current quarter - this is equivalent to 4.76% of the floating shares. This is a risky stock that is significantly more volatile than the overall market (beta = 3.07). It has been a rough couple of days for the stock, losing 10.91% over the last week.

20. Baidu, Inc. (NASDAQ:BIDU): Internet Information Providers Industry. Market cap of $42.41B. Based in China. On a net basis, institutional investors purchased 11.7M shares over the current quarter - this is equivalent to 4.33% of the floating shares. It has been a rough couple of days for the stock, losing 8.65% over the last week.

*Data sourced from Fidelity and Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.