Shanda Interactive Entertainment Ltd ADR (SNDA)

Carve-out opportunity

http://seekingalpha.com/instablog/482-chimin-sang/29219-numbers-for-a-carveout-case-snda-game

This account tracks the fast-growing shakers and movers and some of the riskier stocks on my watch list.

All depends on how Shanda goes about their business using the IPO money. Potential for diversification is there.

This company is preparing for loooong term growth and expansion. They're in their early stages of plan execution and I like how they think.

I don't really like the GAME spin off but they did get a billion in cash for it which was more than anyone thought they would raise. Lets how they put it towards buying a company that will boost earnings and growth. What it sounds like they want to do is build out the SNDA platform by buying non-game businesses like payments and music.

Very profitable; gradually diversifying revenue base; decent pipeline of games; lots of cash on hand; has a hand in various industries likely to experience a lot of growth (gaming, online entertainment, literature); based in China and has a business model that may eventually be portable to other foreign countries (this could trigger monster growth); and is IPOing its games unit this week in an anticipated IPO of a profitable company (SNDA is retaining almost 80% of GAME). Also seems to initiate buybacks at intelligent times which shows good management.

Must.. log.. in. Kill... more... boars!

Good earnings growth, stock is undervalued.

As a front-runner in China's online game industry, this stock caught my eye. After reading the Fool article, 'Fearful Stocks for Greedy Investors" that highlighted this company, I was convinced to add it to my fold.

Infinite market potential.

Chinese love to play

The best company in the game industry in China. I'm Chinese. Gaming market is still promising. Young people are getting involved in the internet and online game younger and younger. Great company with good balance sheet. I'm looking forward to the growth.

Stock has come down really hard in the past few trading sessions and looks like an attractive buy under $50.

This is a country where 6% growth is considered a recession.

I've been to China 5 times in the past 2 years for business, and have seen kids pack the internet cafes to play for hours on end... Guangzhou, Shanghai, Nanning, Shenzhen, etc. School is out, subscribers are growing, and the future looks bright for growth.

Online gaming is good for you.

And your wallet!!

See the bean,
wallstreetbean.com

3/17 in Home Entertainment Software -(79.8 @ A/A+)

People just want to have fun. And they are continuing to do so, so the games - especially where the economy is still growing in the world. SNDA is trading at the top of its 52 week range. Even if the market falls again in the next year (won't it?) SNDA will outperform.

Overseas shipping is hiow we do business with most of the world. Dryshipping is a very responsible company in the shipping business and they can't get much lower for the company it is.