Seokho's stock portfolio

Seokho’s Stock Portfolio.

Potential, potential and potential….

 

1)    Baidu, Incorporation (NASDAQ: BIDU)

-       A Chinese web services company. Simply speaking, Baidu is a Chinese version of Google.

-       Current stock price as of Oct 5  is $114.20, which is relatively close to the lowest price level of 52 weeks (Price ranges in 52 weeks are from $ 99.71 ~ $154.15)

-       Stable income and EPS growth in last 5 years: 86% and 73%

-       Increasing internet users in China.

: 800 million internet users will be reached by 2015.

TechinAsis.com

http://www.techinasia.com/report-chinas-net-users-exceed-800-million-2015/

 

2)    Zynga, (NASDAQ: ZNGA)

-       A social game service company.

-       Current stock price as of Oct 5  is $2.48, which is relatively close to the lowest price level of 52 weeks (Price ranges in 52 weeks are from $ 2.21 ~ $15.91)

-       Current situation

: Increasing revenue growth and decreasing profit.

: Overvalued IPO price : $10 per share

-       Possible buyout target from Facebook

Motley fool article about M&A

http://www.fool.com/investing/general/2012/10/06/facebook-should-buy-zynga.aspx

-       Possible business plan change upon the bill, ‘The internet gambling prohibition, poker consumer protection, and strengthening UIGEA ACT OF 2012’

: Licensed online poker enterprises…..

Seeking alpha article about the proposed bill

http://seekingalpha.com/article/908471-zynga-from-social-gaming-to-gambling?source=yahoo