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ChinaSecurities.com Small-Cap Company Feature: China BAK Battery

Posted by AGORACOM Admin at 9:30 AM on Tuesday, February 7th, 2012

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Many Small Cap Chinese Companies are listing in the US (OTCBB, NYSE Alternext and NASDAQ) with great financial results. Unlike many dubious US Small Cap Companies, Chinese Companies don’t seem to believe in losing money or failing to execute in a business plan. As such, 7-digit revenues and profits are very common.

TODAY’S FEATURED COMPANY

China BAK Battery (NASDAQ:CBAK)

Cbak

China BAK Battery, Inc. is a leading global manufacturer of lithium-based battery cells. The Company produces battery cells that are the principal component of rechargeable batteries commonly used in cellular phones, notebook computers and portable consumer electronics such as digital media devices, portable media players, portable audio players, portable gaming devices, and PDAs. China BAK Battery, Inc.’s production facilities, located in Shenzhen and Tianjin, PRC, cover over three million square feet and have been recently expanded to support the production of larger batteries for various types of vehicles.

On February 7th, 2012, CBAK announced its financial results for the first quarter of fiscal year 2012 ended December 31, 201.

Read Full Press Release

Recent Achievements and Highlights

  • Revenue increased 12.9% year-over-year to $71.8 million in the first quarter of fiscal 2012
  • Gross profit was $14.0 million, up 40.4% from $10.0 million in the first quarter of fiscal 2011
  • Gross margin significantly improved to 19.6% from 15.7% a year ago
  • China BAK reported another quarter of positive cash flow of $5.6 million from operating activities

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Modern Agricultural Information Inc.

Posted by AGORACOM Admin at 9:30 AM on Thursday, December 1st, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Modern Agricultural Information Inc.  (OTCBB: CMCI)

China Modern Agricultural Information, Inc. is a high-tech livestock company specializing in the breeding of cows and calves, the production and sale of milk, the sale of organic fertilizer, as well as the promotion of agricultural information.

On December 1st 2011, announced financial results for the three months ended September 30, 2011.

Highlights:

  • The company has signed the merger agreement to transfer 100% equity interest of Shangzhi Yulong.
  • The acquisition is expected to increase fresh milk production capacity by 30,000 tons per year to 110,000 tons, an increase of 38%, and generate $13 million in revenue and $5 million in net income for the 2012 fiscal year.

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Health Resource, Inc.

Posted by AGORACOM Admin at 9:30 AM on Tuesday, November 22nd, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Health Resource, Inc. (OTCBB: CHRI)

China Health Resource, Inc. engages in the development, manufacturing, processing, marketing and sale of Dahurian Angelica Root (DAR) and is only the provider of GAP quality product in the People’s Republic of China under the registered Trademark Chuan Baizhi™. DAR, which is also known as “Bai Zhi” in Mandarin Chinese, is an herb that is employed as an ingredient in medicine, cosmetics and food, as well as used in TCM for the treatment of pain, swelling and pustule.

On November 22nd 2011, announced financial results for the three months ended September 30, 2011.

Third Quarter 2011 Highlights:

  • China Health Resource, Inc. (OTCBB: CHRI), a producer and supplier of Traditional Chinese Medicine (TCM) products, announced robust record breaking quarterly earnings for September 2011. CHRI reported over $9.3 million in revenues and $1.8 million in net income, a 219% increase in revenues and a 141% increase in profits from the third quarter of 2010.
  • CHRI has maintained its profitability with a gross profit margin for the first three quarters of 2011 of 30% and net profit margin of 20%, compared to 33% of gross margin and 17% of net profit margin for the first three quarters of 2010.

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Mass Media

Posted by AGORACOM Admin at 9:30 AM on Monday, November 21st, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Mass Media (NYSE:CMM)

Cmm

As a leading television advertising company in China , the Company provides a full range of advertising services, including advertising agency services, creative production services, public service announcement sponsorship services, and other value added services. The Company currently offers approximately 41 minutes of advertising time slots per day on CCTV Channels 1, 2, and 4. CCTV is the largest television network in China . The Company has produced over 400 advertisements and has won a number of prestigious awards in China and across the world, including the “Gold World Medal” at The New York Festivals® International Television & Film Awards.

On November 21st 2011, announced financial results for the three months ended September 30, 2011.

Third Quarter 2011 Highlights:

  • Total net revenues were  US$9.0 million , an increase of 5.1% from the third quarter of 2010 and an increase of 11.3% from the second quarter of 2011.
  • Operating income was US$2.6 million , an increase of 35.1% from the third quarter of 2010 and an increase of 17.7% from the second quarter of 2011.
  • Net income was US$2.2 million , an increase of 117.8% from the third quarter of 2010 and an increase of 24.8% from the second quarter of 2011.
  • Net cash outflows from operating activities were US$24.8 million

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Medical Technologies, Inc.

Posted by AGORACOM Admin at 9:30 AM on Friday, November 18th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Medical Technologies, Inc. (NASDAQ:CMED)

China Medical Technologies, Inc. is a leading China -based advanced IVD company using molecular diagnostic technologies including Fluorescent in situ Hybridization (FISH) and Surface Plasmon Resonance (SPR) and an immunodiagnostic technology, Enhanced Chemiluminescence Immunoassay (ECLIA), to develop, manufacture and distribute diagnostic products used for the detection of various cancers, diseases and disorders as well as companion diagnostic tests for targeted cancer drugs. .

On November 18th 2011, announced financial results for the three months ended September 30, 2011.

Highlights

  • The Company reported net revenues of US$37.4 million  for 2Q FY2011, representing an 18.1% increase from the corresponding period of FY2010.g
  • ross margin was 64.9% for 2Q FY2011 which increased year-over-year from 55.2% for the corresponding period of FY2010.
  • Net income was US$5.2 million  for 2Q FY2011, compared to net loss of US$ 0.46 million for the corresponding period of FY2010.
  • Non-GAAP net income was US$14.0 million )for 2Q FY2011, representing a 36.9% increase from the corresponding period of FY2010.

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: Deyu Agriculture Corp.

Posted by AGORACOM Admin at 9:30 AM on Wednesday, November 16th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

Deyu Agriculture Corp. (OTCBB: DEYU)

Deyu Agriculture Corp. is a vertically integrated producer, processor, marketer and distributor of organic and other agricultural products made from corn and grains operating in the Shanxi Province of the People’s Republic of China. The Company has access to over 109,000 acres of farmland in the Shanxi Province for breeding, cultivating, processing, warehousing, and distributing grain and corn products.

On November 16th 2011, announced financial results for the three months ended September 30, 2011.

Third Quarter 2011 Financial Highlights:

  • Revenue increased 313%, from $21.0 million in Q3 2010 to $86.6 million in Q3 2011
  • Corn division sales rose 249%, from $17.8 million in Q3 2010 to $62.2 million in Q3 2011
  • Simple processed grains division revenues grew 588%, from $3.2 million in Q3 2010 to $21.7 million in Q3 2011
  • Gross profit improved 177%, from $4.9 million in Q3 2010 to $13.5 million in Q3 2011
  • Net income increased 241%, from $2.2 million in Q3 2010 to $7.6 million in Q3 2011

Read Full Press Release

Chinese Stocks TV Segment

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China BCT Pharmacy Group, Inc.,

Posted by AGORACOM Admin at 9:30 AM on Tuesday, November 15th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China BCT Pharmacy Group, Inc., (OTC BB: CNBI)

China bct

China BCT is engaged in pharmaceutical distribution, pharmacy retailing, and the manufacture of pharmaceuticals products through its subsidiaries Guangxi Liuzhou Baicaotang Medicine Limited, Guangxi Liuzhou Baicaotang Medicine Retail Limited, and Hefeng Pharmaceutical Co. Limited in Guangxi province, China. It operates a large regional retail network in Guangxi province, consisting of 219 directly owned retail stores in Guangxi province and currently over 8,000 products are distributed through the Company’s wholesale distribution network.

On November 15th 2011, announced financial results for the three months ended September 30, 2011.

Third Quarter 2011 Highlights

  • Revenue increased 28.5% year-over-year to $67.5 million
  • Gross profit rose 23.2% year-over-year to $16.3 million
  • Operating income grew 31.4% year-over-year to $12.5 million
  • GAAP net income climbed 36.9% to $9.5 million, or $0.22 per diluted share, from $6.9 million, or $0.18 per diluted share, in the year ago quarter
  • Excluding non-cash items related to change in the fair value of warrant liabilities and share-based compensation expense, non-GAAP adjusted net income was $9.1 million, or $0.21 per diluted share
  • Cash and cash equivalents as of September 30, 2011 totaled $34.3 million, compared to $20.2 million at the end of 2010

Nine Months 2011 Results

  • Revenue was $191.2 million for the first nine months of 2011, increasing 42.6% from $134.0 million in the same period prior year.
  • Gross profit was $46.0 million, or 24.0% of revenue, up 32.6% from $34.7 million, or 25.9% of revenue, for the nine months ended September 30, 2010.
  • Operating income was $32.7 million, or 17.1% of revenue, up 26.1% from $25.9 million, or 19.3% of revenue, for the nine months ended September 30, 2010.
  • Net income increased 33.0% to $24.3 million, or $0.57 per diluted share, compared to $18.3 million, or $0.48 per diluted share

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Linen Textile Industry, Ltd.

Posted by AGORACOM Admin at 9:30 AM on Tuesday, November 15th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Linen Textile Industry, Ltd. (OTCBB: CTXIF)

Ctxiflogo

China Linen Textile Industry, Ltd. (www.chinalinentextile.com) is principally engaged in the production and sale of linen yarn and various types of linen fabric. The Company is also involved in consultation and R&D related to linen technology and linen products. The Company carries on all of its business activities through its subsidiary, Heilongjiang Lanxi Sunrise Linen Textile Industry Co., Ltd. (“Lanxi Sunrise”), established in June 2002 and located in Lanxi County, the “Homeland of Flax in China,” near Harbin City in China.

On November 15th 2011, they announced financial results for the three months ended September 30, 2011. Take a look at the numbers and then see my commentary below.

Three Months Ended September 30, 2011 and 2010
Q3 2011 Q3 2010 CHANGE
Net Sales $16.2 million $14.0 million +15.2%
Gross Profit $5.5 million $4.4 million +25.5%
Net Income $3.1 million $2.8 million +8.2%
EPS (Diluted) $0.45 $0.49
Diluted Shares Outstanding 7.2 million 5.8 million

Nine Months Ended September 30, 2011 Financial Results

Nine Months Ended September 30, 2011 and 2010
Nine Months 2011 Nine Months 2010 CHANGE
Net Sales $48.1 million $31.6 million +52.0%
Gross Profit $17.1 million $9.8 million +73.8%
Net Income $9.7 million $6.9 million +41.7%
EPS (Diluted) $1.42 $1.19
Diluted Shares Outstanding 7.2 million 5.8 million

Read Full Press Release

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: China Modern Agricultural Information Inc.

Posted by AGORACOM Admin at 9:30 AM on Monday, November 14th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

China Modern Agricultural Information Inc.  (OTCQB: CMCI) (PINKSHEETS: CMCI)

China Modern Agricultural Information Inc. (“the Company”) (OTCQB: CMCI) (PINKSHEETS: CMCI), is a high-tech livestock company specializing in the breeding of cows and calves, the production and sale of milk and the sale of organic fertilizer.

On November 14th 2011, they announced financial results for the three months ended September 30, 2011. Take a look at the numbers and then see my commentary below.

—————————————————————————-

2012 Fiscal First Quarter (USD) (unaudited)

—————————————————————————-

Three Months End September 30, 2011 2010 CHANGE

—————————————————————————-

Revenue $5.0 million $4.3 million 16.1%

—————————————————————————-

Gross Profit $3.4 million $2.1 million 57.7.%

—————————————————————————-

Gross Profit Margin 67.8% 49.9% 35.9%

—————————————————————————-

Net Income $2.6 million $1.5 million 70.7%

—————————————————————————-

Basic and diluted EPS* $0.07 $0.05 40%

—————————————————————————-

MY COMMENTS

Valuation is ridiculously cheap on so many metrics.  Let’s go through them:

  • Market Cap is $11M, yet company has cash on hand of $9.8M
  • Market Cap is $11M, yet company has total assets of $34.5M
  • EPS for the quarter were $0.07. If they just maintain this number in the next 3 quarters, CMCI will generate $0.28.  Their share price is $0.27

This is easily a company that can be trading at $1.00 – $1.50 in the next 18 – 24 months.  It appears to be a baby being thrown out with the bathwater based on Chinese Reverse Merger scandals.  There is nothing to say that CMCI itself won’t turn out to be a problem company – but there are no indications as of yet.

If CMCI is still standing when the dust settles, investors stand to make several multiples from current levels.

This has to be one to watch … do your due diligence.

Read Full Press Release

Chinese Stocks TV Segment

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Company Feature: Ever-Glory International Group, Inc.

Posted by AGORACOM Admin at 10:30 AM on Thursday, November 10th, 2011

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Despite some real problems in the Chinese small-cap space, we continue to believe that too many companies have suffered from “babies being thrown out with the bathwater” syndrome.  Investors have to remain patient and wait for the smoke to clear – but when it does we see a great opportunity to profit from the real companies that have been left standing.  As such, we’re going to continue reporting and remaining patient.

TODAY’S FEATURED COMPANY

Ever-Glory International Group, Inc. (NYSE Amex: EVK)

Evk - header

Based in Nanjing, China, Ever-Glory International Group, Inc. is a leading apparel supply chain manager and retailer in China. Ever-Glory is the first Chinese apparel Company listed on the American Stock Exchange (now called NYSE Amex), and has a focus on middle-to-high grade casual wear, outerwear, and sportswear brands. Ever-Glory maintains global strategic partnerships in Europe, the United States, Japan and China, conducting business with several well-known brands and retail chain stores. In addition, Ever-Glory operates its own domestic chain of retail stores known as “LA GO GO.”

On November 10th 2011, announced financial results for the three months ended September 30, 2011.

Third Quarter 2011 Financial Highlights

  • net sales increased 68.1% to $53.7
  • gross profit was $11.2 million, an increase of 76.3% compared to the same period in 2010
  • Gross margin increased 1.0% to 20.9% in the third quarter of 2011
  • Income from operations for the third quarter of 2011 increased 123.0% to $3.5 million, compared to $1.6 million in the third quarter of 2010.
  • For the third quarter of 2011, GAAP net income attributable to the Company was $2.7 million, or $0.18 per diluted share, an increase of 48.0% from $1.8 million, or $0.12 per diluted share

Read Full Press Release

Chinese Stocks TV Segment

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinese Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George