| BUY | 24.390 | Mark Grammer | The 3 main internet companies in China are Sina (SINA-Q), Sohu (SOHU-Q) and NetEase (NTES-Q) and they all do slightly different things. Sina is probably the most diversified. Well established. Investors are expecting a lot out of these companies. Going to be a big market for internet companies. Volatile, so use a long term view of 3/5 years. | 2005-02-08 | |
| TOP PICK | 37.980 | Mark Headley | Looks for companies that are ahead of the curve and driving the change in China. Has good long term potential. The dominant portal for internet in China. Getting involved in the 3rd generation and 2 1/2 G. cell phone services. Good management. Huge risks in the regulatory environment, so be cautious. | 2004-12-03 | |
| VAGUE | 28.000 | Mark Grammer | China will inevitably repeg their currency, but will be over a slow time period. Doesn't feel this will have much negative affect on the Chinese economy. | 2004-10-15 | |
| WEAK BUY | 26.370 | Michael Smedley | The sector is generally down. It's an area of great difficulty in the market at the moment. Worth a small buy. | 2004-07-28 | |
| BUY | 23.560 | Mark Grammer | Stock has $4.50 in cash from its balance sheet. Well-run and a very inexpensive. The biggest concern is in " short messaging". The market is concerned that revenues from this will drop. | 2004-07-21 | |
| TOP PICK | 36.060 | Stephen Masson | A high risk return selection. A big opportunity in China with limited competition. | 2004-06-18 | |
| BUY | 38.400 | Mark Grammer | 3 main Internet companies in China are Sina.com, Sohu and Netease. There will be bumps along the road. Take a little bit of each as there are some differences and it is hard to know which one will succeed. | 2004-03-19 | |
Experts that have talked about Sina Corporation
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