Giant Interactive Group (GA)

i've written up my thoughts here:

http://www.togapf.com/2008/09/giant-interactive-ga-giant-opportunity.html

Enough cash that I truly believe they can weather the economic storm. The CEO of this company has been around the block several times. He knows both success AND failure. I'm guessing he didn't really like the taste of failure since he took a bit of time off to reflect afterward. Maybe that's why they have sooo much cash and so little debt on this go around. Mr Shi has a loyal following of techies who are extremely bright (he is bright too, BTW). The down side is that this is a very competitive market. They seem to be sewing the fabric of a product base. One stitch at a time...... I'm in. Not just on caps....

For a little bit on Mr Shi look here. The english is a bit tenuous, but you can follow the drift.

http://www.cognet.cn/shiyuzhu%27s%20Column/shiyuzhu_jianli_eng.html

If you don't want to page through the site and read a lot of info, I'll boil it down for you,

1) he started a company.
2) It failed.
3) he took 3 years off. he hiked mount everest with his buddies to reflect. almost didn't make it back.
4) he formed another company and started selling medical stuff. He committed to pay off all of the small investors who got burned investing in the first company.
5) he got all his compadres to help him with SW development for a game.
6) his followers are very loyal and will go to the wall for him.
7) the newco has no debt and has his vision stamped all over it!

There are probably a few things I didn't get exactly right here, but it's my take on the events of the past.

It seems Mr Shi is a stubborn man who won't take no for an answer. His troops follow him and will go the distance for him. It takes a special person to succeed in this type of business. The $10 million dollar question is: Do you want to invest "YOUR" money in this guy and his company.....

Not the end of the Giant story, but wouldn't this investing thing be boring if that was the end? Let's sit back and see what happens here....

The boss of Giant Interactive is fabulous. He failed because of a insuccessful investment, but stood up again in 2 years. After his infamous failure, he made only 3 investments, GA as the last. Now he worth billions.

Cut throat competition business. Highly swing customer population. Lookin for $5 coming

10

This is for those people don't really understand this company. GA has four games in hand right now, however, the first game that brought GA gold is deeply in trouble and that is why GA released "ZT online time version". This time version is based on the game ZT online but an entirely different game play.Now that people all know that ZT online is all about money, the more money you spend for the game, the more powerful you are,somehow,that caused many rich players to join the game because they could run in to kill people anywhere anytime as long as they spend enough money to buy the fancy weapons."ZT online time version" is not a Free To Play MMORPG, but those rich guys can't do the things they have done before because the game play has changed since people started to detest ZT online's game play. Now that "ZT online time version" is a much more balanced game but people need to pay a little to play it. The second game JR is pretty much the same as ZT,however, the low cost might attract many of the low income people. Although these two games look pretty rough in the graphic, the game play is somehow amazing suitable for chinese people.

http://www.seekingalpha.com/article/58260-china-gaming-giant-interactive-cannot-be-ignored

too many personnal investors look good on it, every one ants to be millionnare on this stock, so it just keep trembling

Are you kidding me? 72% net profit and growing over 50% annually. ..... Why did the stock tumble from $20/sh right after IPO to under $11/sh as of 12/17?
When market finds out about this one it will soar. OR wxpect large dividend, buy-out, etc.

ST bottom appears to be in.

Play is their investment in 51.com, a social networking site in China.

Between that and a repurchase plan + strong growth I think this one is undervalued on a PEG ratio.

Online game provider for China- as disposbale income contines to grow in China, so will appetite for leisure time activities like computer games.

Nearing 52-week low. Great Q2 results. Uncertain Q3 future.

Huge potential for growth. Large stock buyback suggests the stock is undervalued. Classic case of a good company caught in a broader market correction.

They might not make Dance Dance Revolution but they do happen to make the #1 online game in China....that's good enough for me. Picking up the beaten down Chinese stocks before they clean the blood off the streets.

Stock analysis shows that this one is due for a 300% runup in the next 1 year. Count on it.

Way too cheap. I think this one will run up huge into earnings, and then issue a huge beat. This one is off to the races.

Will make a big run for the next couple of years. Gaming in china? Sounds too good to be true at this price.

internet games don't interest me but I'm in the minority, this Chinese company has a very large youth following.

This stock got knocked down by a decent quarterly report. It should go back up soon.