Tom Santamaria

Equity Market Bears, Take Careful Note of the Chinese Stock Market

As a investor in bb small-cap Chinese stocks at the current time for only one reason. I like to buy the big revenue growers that are cheap.

The fundamentals support the charts above as the growth in China after a somewhat slower period while the rest of the World was mired in deep recession shows signs of finishing the year very strong.

How long this lasts depends somewhat on the future use of Chinas stimulous package and how the rest of the world recovers since export are still very important to China even though the increasing middle class is becoming a bigger part in supporting domestic growth.

The Next Big Names in China Up-Listings

Since stock price and exceptional earnings growth are connected I would look at a few stocks that can be expected to have excellant growth because of expanded product offers immediately ahead.

Three that I have a core position in are,,,ckgt.ob ,csgh.ob and cpqq.ob
All three have a pps below $2 presently but by yearend I expect new product additions to improve their respective pps

Weikang Bio-Tech: Business Continues to Thrive

I find the growth of this company very exciting. But how will they finance this growth as it is obvious that dilution is necessary.

Western Lithium Stands to Profit from Electric Car Stimulus

My prefered stock in this field is CSGH.ob. It is the 2nd largest source of Lithium material used in batteries in China.
It is working with a number of battery producers to establish China as the number #1 Electric car producer in the World.

It is still only selling around 5x eps projected 2009 eps after a strong breakout type rally last week. Over the last couple of year the growth has already establish a exceptional trend even without output for electric cars and has a outstanding balance sheet.

I believe the time is ripe to buy this stock before it doubles to a more reasonable 10 x eps.

Lotus Receives Diabetes Drug Patent

Looking forward to more of what ist quarter showed. However further collections of AR would be a awesome task considering the excellant job LTUS has done in collecting A/R so far.

China Medicine: Expect a Big Quarter

Its about time someone to notice of CHME by posting this outstanding and clear picture of what maybe a breakout quarter on the way to more of the same in future quarters.

In my opinion CHME is not only a good nearterm play but a great longterm play as well. With ADTZ and its nearly 90% gross margins coming into play I really do see a great longterm stock to own.

China Medicine Investors Pleased with 2008 Numbers

This is like many Chinese micro-caps very undervalued when one considers that along with $.60 fully diluted eps investors also get a company with very little debt & a current accounts ratio that shows Assets far outstrip liabilities.

But enough about current information, What about the future? That future is ADTZ & plain & simple the potential of ADTZ far outstrips anything CHME has done in the past.

China Sun Group: The Cheapest Lithium Ion Stock Out There

I have a $4 pps target on csgh based on 15x 2009 estimated eps. Which is pretty much in line with your 100% growth estimate for 2009.

pappytom

China 3C Group Finally Turns a Corner

2008 was suppose to be a off year for CHCG's upward growth trend with a return to previous growth trends in 2009.

Well as 2008 preceeds it appears CHCG management was only being conservative in its forecasts.

Only one good acquisition could put CHCG back on its previous growth track & it now appears 2008 eps will beat 2007 eps by at least 10%.

The pps meanwhile is even after rallying of late is still well off it 52 week high.

Universal Travel Gets Moving Online

I believe the projected results for 2008 are being understated as UTVG doesn't really know how strong the tourism will be for their newly acquired guided tours operations that should see a huge impact on earnings once the influx of travelors actually arrive.

UTVG's current ability to outpace CTRP in percentage revenue & earnings growth should be tested somewhat this year as it expands its reach outside its stronghold of Macow, HongKong, Taiwan but I have confidence in managements ability & believe eventually UTVG will become at least #2 replacing E-long.

UTVG.OB Makes Impressive Gains Online

Management is the key & they have continued to deliver amazing growth while keeping dilution to a minimal figure.

True like most Chinese reverse-mergers the need to preserve cash has led to them using stock based compensation to pay for the added expenses of becoming a public company.

When these shares are released from there holding period they have a negative effect on the pps of the stock involved. But once this is overcome the true performance that the company is able to achieve on a fundamental basis will again come shining thru.

I believe the added pressure of those shares coming to market are coming to a end & that UTVG will continue to deliver growth at a very fast pace thus making shares bought now at around 4x eps a absolute steal.

China Organic Agriculture: Sticking with Core Business or Branching Out?

Hello according to a e-mail reply fro China both earnings & the proposed acquisition will be done by the end of March,2008