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AsiaInfo Holdings Inc. ASIA

62%

+106.25% in 510 days <> AsiaInfo Holding, Inc. provides telecom software solutions and information technology (IT) security products, and services to telecommunications service providers in China. Its AsiaInfo Technologies division offers business and operation support systems, such as OpenBOSS, a business operation support system that provides revenue, customer, and product and service management solutions; OpenBilling, an operation support platform for convergent billing solutions; OpenCRM, a CRM solution suite; OpenBI, an operating analysis and decision support system platform; and OpenPRM, a system to calcula... Continue reading »

A mini Chinese IBM ASIA

74%

-5.20% in 252 days (closed on 07/02/08) AsiaInfo Holdings is a microcap technology stock.  They make money in three ways: selling software and solutions,  service contracts, and third-party hardware.  The first is by far, the largest part of their revenues.  The final segment, hardware sales is small and diminishing, as ASIA's customers increasingly are going straight to the manufacturer for these things.  They are the backbone of the Chinese telecom and have contracts with major players like China Mobile nad China Unicom.  They are also involved in joint ventures with notable companies such as Siemens, Lenovo, Nokia, and Oracle.... Continue reading »

From the Blogosphere

Bookkeeping: Cutting AsiaInfo Holdings (ASIA) in Half on Earnings Spike

34%

Sometimes it is better to be lucky than good - but always preferable to be both. Mid month we cut back our position in AsiaInfo Holdings (ASIA) by half on a spike around $23.  Since then as the stock has fallen back we've made some small purchases, including one this week in the $20s to get our position size back up - nothing big enough in any one batch to mention. Since I had just added tot eh position, I did not have a stop loss in, so unlike quite a few other names yesterday we did not lower our exposure on a quick break of the 50 day moving average. Yesterday was so busy I also did not ... Continue reading »

China expert calls on AsiaInfo Holdings (ASIA)

16%

"Our investment philosophy looks for companies with strong market positions and potential, accompanied by growth in fundamentals and supportive charts," explains emerging markets expert Paul Goodwin. In The Cabot China & Emerging markets Report, he adds, "When all three of these stars line up, -- such as with our latest featured stock, AsiaInfo Holdings (NASDAQ: ASIA), the odds are in our favor."  <>"AsiaInfo Holdings certainly has a good story. The Chinese telecom system has undergone a radical makeover in the past decade, switching over from a landline system to a wireless cellular system at... Continue reading »

Bookkeeping: Some Sales

34%

We have a very obvious gap formed yesterday morning that we have to ask "when" does it get filled? This morning Goldman Sachs (GS) obliterated analyst estimates... surely *I* for one was surprised (ahem). But everyone expected this and the stock did not surge for the 85th out of 93rd session in a row. Google (GOOG) is after the bell and we all know they will beat ... so will IBM - they almost always do in the game of "set expectations low, and beat it". But if everyone knows it are we going to continue to act surprised? Who knows. As always its not the news but the reaction to the news... Continue reading »

Someone's Computer Goes Ballistic on AsiaInfo Holdings (ASIA); Gafisa (GFA) Continues to Fly

34%

This feels so much like 1999; it's like an orgy of moves to the upside. I am not sure what is going on today with AsiaInfo Holdings (ASIA) but it appears at around 10:15 AM someone's HAL9000 got very interested in the name. Volume in the first 75 minutes is already 140% of the daily average. Stock up 10%. [click to enlarge] Gafisa (GFA) is on a tear the past 3 sessions, a computer went crazy first thing this morning as well here - just like ASIA we already have about 130% of a full day's volume in the first 75 minutes. [click to enlarge] This market is simply frightful for bears. I would call ... Continue reading »

Cisco (CSCO) Buys Starent (STAR) - Did You See This?

Nice news today…. Our 2% position in Starent Networks (STAR) is getting a nice premium today as Cisco Systems (CSCO) is buying the company. In fact, a premium of 20%. If you listened to the latest TDI Podcast (#130), we discussed STARENT in detail. Hopefully you picked up shares. If not, listen HERE and make sure [...] Related posts: Starent Networks (STAR) - New Information Potash (POT) Cuts Guidance - Sales Soft, Outlook Dim Looking at AsiaInfo Holdings - (ASIA) Continue reading »

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