Over the past several years, Ford Motor (NYSE: F ) has been investing billions of dollars in Asia. As part of the company's restructuring plan, and to�help diversify Ford's profit sources,�Ford aimed to increase its presence in some of the largest and fastest-growing markets in the world, especially China. In 2012, more than 100% of Ford's profit came from the North American automotive sector; the rest of the company combined for a loss.
The key to gaining market share in China and other large Asian economies is Ford's plan to bring new "global" vehicles to these markets. For example, Ford is introducing 15 new models in China between 2012 and 2015. These model introductions -- along with a territorial dispute between Japan and China that sparked anti-Japanese protests in China -- have led to incredible sales growth for Ford in China.
However, due to the heavy level of reinvestment and rapidly growing manufacturing capacity, Ford has not been able to turn that sales growth into strong profits -- until now. Last quarter, Ford earned $177 million before tax in its Asia Pacific Africa region, up from just $6 million in Q1, and a $66 million pre-tax loss in Q2 2012.
Top 5 Semiconductor Companies To Buy For 2015: AsiaInfo-Linkage Inc.(ASIA)
AsiaInfo-Linkage, Inc. provides telecommunications software solutions and information technology (IT) products and services to telecommunications carriers and other enterprises in the People?s Republic of China. The company offers business and operation support systems product suites, including OpenBilling, a billing solution for telecommunications operators; OpenCRM, a CRM solution suite for telecommunications operators; OpenBOSS, a carrier-class business operation support system solution; OpenBI, a carrier-class operating analysis and decision support system platform; OpenPRM, a system that calculates, manages, and reconciles payment for intercarrier network access. It also provides network management solutions comprising NetXpert, a data and Internet protocol network management solution; and OpenXpert, an integrated telecommunications network management system. In addition, the company offers service applications products, such as Mail Center, an online messaging softwa re; Spam Patrol software for real time anti-spam control; and Net Disk, a network hard disk product, which facilitates Internet-based file transfer, sharing, and management, as well as supports other functions, such as data processing of short message folders and synchronization of mobile devices. Its service applications products also include Internet Short Messaging Gateway, a business support platform for value-added short messaging services; and Device Management Platform that enables mobile operators to manage various mobile devices and perform remote mobile device management, such as remote diagnosis and parameter setup. In addition, it offers software enhancement and maintenance, system integration, and other value-added IT consulting and planning services. The company was formerly known as AsiaInfo Holdings, Inc. and changed its name to AsiaInfo-Linkage, Inc. in July 2010. AsiaInfo-Linkage, Inc. was founded in 1993 and is headquartered in Beijing, the People?s Republ ic of China.
Advisors' Opinion:- [By Rich Duprey]
Chinese telecom software provider AsiaInfo-Linkage (NASDAQ: ASIA ) announced this morning that it has agreed to be acquired by�a private investor consortium led by CITIC Capital Partners for approximately $890 million.
- [By Kana Nishizawa]
��he market is still optimistic about the detailed reform plan�� said Teresa Chow, a fund manager at RBC Investment (Asia) Ltd., which oversees $1.5 billion. ��ince Hong Kong and China markets are underweighted by many fund managers, some of them might want to increase their weighting.��
- [By Bloomberg News]
��he prospects of Chinese equities are positive for the long-term, but near-term there are some execution risks with regard to implementing reforms,��said Teresa Chow, a Hong Kong-based money manager who helps oversee about $1.5 billion at RBC Investment (Asia) Ltd. ��ainland investors seem to have more reasonable expectations.��
5 Best China Stocks To Buy For 2014: Spreadtrum Communications Inc.(SPRD)
Spreadtrum Communications, Inc., through its subsidiaries, operates as a fabless semiconductor company that designs, develops, and markets baseband processor and RF transceiver solutions for wireless communications and mobile television markets. It offers a portfolio of integrated baseband processor solutions that support a range of wireless communications standards, including global system for mobile communication (GSM), general packet radio service (GPRS), enhanced data rates for GSM evolution (EDGE), time division synchronous code division multiple access (TD-SCDMA), and high speed packet access (HSPA), as well as offer an array of multimedia capabilities, such as MP3 digital audio playback, touch screen, JAVA acceleration, digital camera support, motion JPEG, MPEG4, AVS and H.264 digital video playback, and 64-channel polyphonic ringtone playback. The company also provides single-chip CMOS multi-mode RF transceivers that perform across various standards covering GSM/GP RS, EDGE, wideband code division multiple access, TD-SCDMA, and high speed uplink/downlink packet access. In addition, it designs, develops, and markets a CMMB-based channel demodulator and audio/video decoder processor solution for the mobile television market. The company sells its products directly, as well as through distributors to brand manufacturers, independent design houses, and original design manufacturers primarily in China, Hong Kong, and Macau. Spreadtrum Communications, Inc. was founded in 2001 and is headquartered in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Brian Pacampara]
What: Shares of smartphone chip maker Spreadtrum Communications (NASDAQ: SPRD ) popped 13% today after Chinese state-owned company Tsinghua Unigroup agreed to acquire it for about $1.8 billion.
- [By Brian Pacampara]
What: Shares of Chinese smartphone chip maker Spreadtrum Communications (NASDAQ: SPRD ) surged 17% today after Tsinghua University, through its subsidiary Tsinghua Unigroup, offered to acquire it for $1.4 billion.
5 Best China Stocks To Buy For 2014: Renesola Ltd.(SOL)
ReneSola Ltd, together with its subsidiaries, engages in the manufacture and sale of solar wafers and solar power products. It offers virgin polysilicons, monocrystalline and multicrystalline solar wafers, and photovoltaic cells and modules. The company also provides cell and module processing services. Its products are used in a range of residential, commercial, industrial, and other solar power generation systems. The company sells its solar wafers primarily to solar cell and module manufacturers. It principally operates in Mainland China, Singapore, Taiwan, Hong Kong, Korea, India, Australia, Germany, Italy, Spain, Belgium, France, the Czech Republic, and the United States. The company was founded in 2003 and is based in Jiashan, the People?s Republic of China.
Advisors' Opinion:- [By Paul Ausick]
Stocks on the move: Nokia Corp. (NYSE: NOK) is up 31.5% at $5.13 on the announcement that Microsoft Corp. (NASDAQ: MSFT) will acquire the Finnish firm�� mobile phone business for $7.2 billion. Chinese solar energy stocks are getting a boost again today, with Hanwha SolarOne Co. (NASDAQ: HSOL) up more than 15.9% and ReneSola Ltd. (NYSE: SOL) up 14.9%.
- [By Paul Ausick]
Big earnings movers: Salesforce.com Inc. (NYSE: CRM) is up 12.5% at $49.11 and posted a new 52-week high of $49.94 today. Krispy Kreme Doughnuts Inc. (NYSE: KKD) is down $15 at $19.74. Splunk Inc. (NASDAQ: SPLK) is up 12.8% at $55.18 after posting a new 52-week high of $55.83 earlier today. Big Lots Inc. (NYSE: BIG) is up 2.3% at $35.42. ReneSola Ltd. (NYSE: SOL) is up 8% at $4.75.
- [By Paul Ausick]
Provided that the Chinese government either encourages or permits consolidation, any of these three could be an acquirer. The likeliest target, of course, is SunTech Power Holdings Co. Ltd. (NYSE: STP), which is reorganizing and which the government has already seemed to give up on. Other possible targets include ReneSola Ltd. (NYSE: SOL) and JinkoSolar Holding Co. Ltd. (NYSE: JKS).
5 Best China Stocks To Buy For 2014: Trina Solar Limited(TSL)
Trina Solar Limited, through its subsidiaries, designs, develops, manufactures, and sells photovoltaic (PV) modules worldwide. The company offers monocrystalline PV modules ranging from 165 watts to 185 watts in power output; and multicrystalline PV modules ranging from 215 watts to 240 watts in power output that provide electric power for residential, commercial, industrial, and other applications. It also involves in the design and production of various PV modules, such as colored modules for architectural applications and larger sized modules for utility grid applications based on customers? and end-users? specifications. Trina Solar Limited sells and markets its products primarily to distributors, wholesalers, power plant developers and operators, and PV system integrators. The company was founded in 1997 and is based in Changzhou, the People?s Republic of China.
Advisors' Opinion:- [By Paul Ausick]
DJIA stocks on the move: Lions Gate Entertainment Corp. (NYSE: LGF) hit a new 52-week high of $35.13 on Wednesday. Trina Solar Ltd. (NASDAQ: TSL) rose more than 15% after posting better than expected earnings on Tuesday, Aeropostale Inc. (NYSE: ARO) put up a new 52-week low of $11.40, and another teen retailer, and American Eagle Outfitter Inc. (NYSE: AEO) also put up a new low of $14.33.
- [By Travis Hoium]
Chinese solar companies have been reporting massive losses, but one company has improved its financial performance and strategic position significantly over the past year. In the following video, solar analyst Travis Hoium covers why he thinks Canadian Solar (NASDAQ: CSIQ ) is a likely candidate to emerge from Chinese solar consolidation, even better than big names such as Yingli Green Energy (NYSE: YGE ) and Trina Solar (NYSE: TSL ) . If the company is able to return to profitability, the sky is the limit for Canadian Solar.�
- [By Zacks]
Other stocks from the sector worth considering are Enphase Energy, Inc. (NASDAQ: ENPH), First Solar, Inc. (NASDAQ: FSLR) and Trina Solar Limited (NYSE: TSL). All these stocks currently carry a Zacks Rank #2 (Buy).
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