Seeking Alpha

Xin He

 
View as an RSS Feed
View Xin He's Articles BY TICKER:
  • Sohu Has A Hidden Gem
    Wed, Jul. 9 SOHU 4 Comments

    Summary

    • SOHU is still in control of Sogou.
    • SOHU’s valuable assets like SOHU TV and SOHU FOCUS are selling for 817 million dollars.
    • Tempting potential 40% upside.
  • Why Baidu Will Stand Strong Amid The Deteriorating Chinese Real Estate Market
    Fri, Jun. 6 BIDU 20 Comments

    Summary

    • The deteriorating Chinese real estate market means more discretionary spending by the younger generations.
    • Baidu is a much more focused technology giant than its competitors.
    • The travel market in China is still at the booming stage.
    • Baidu is one of the safest ways to invest in Chinese Internet industry.
  • Yandex Is Going To Be A Classic Contrarian Pick
    Tue, Apr. 29 YNDX 38 Comments

    Summary

    • The World War III threat speech is a public relations tactic.
    • YNDX is fundamentally and financially robust.
    • YNDX is undervalued.
  • The Cold Weather Was A Short-Term Headwind For These Retailers
    Tue, Apr. 1 FRAN, BBBY, AMZN 1 Comment

    Summary

    • Extreme weather impacts will not last forever. Many companies like Kohl's and Home Depot suffered losses from the frigid weather.
    • FRAN's CEO said that business was hit by 370 full and partial daily boutique closings during January due to extreme weather conditions.
    • BBBY says severe weather led to 464 times a store was closed for a full day and 1,923 times a store was closed for a partial day.
    • One-time incidents like weather storms will eventually provide opportunities for contrarians.
  • These Chinese Gaming Companies May Go Private
    Thu, Feb. 27 PWRD, CYOU 13 Comments
  • Mattel Is Becoming A Better Story Teller
    Dec. 12, 2013 MAT 6 Comments
  • Why The Fresh Market May Get Cheap Enough To Lure Contrarians
       • Nov. 26, 2013 TFM 8 Comments
  • Perfect World Comes Back With Mobile Stance
       • Oct. 10, 2013 PWRD 1 Comment
  • Hibbett Sports Is A Good Bet
    Sep. 17, 2013 HIBB Comment!
  • Lululemon Is Set To Turn Around
    Jun. 13, 2013 LULU 24 Comments
  • Perfect World Is About To See Robust Growth
    Jun. 24, 2012 PWRD 23 Comments
  • Materials Prices Can't Keep Deckers Down Forever
    Apr. 20, 2012 DECK 26 Comments