又见lili十分兴奋，知道这是他喜欢做的事，当然其中还有咱们韦哥的份儿，还有市场传闻：盛大分众探索新模式，觊觎网游内置广告。
内地股市连日勇创新高，瘦咖狗猫 (SoCat Global Market) 特别推荐若干美股：
Beijing-based online game company Perfect World Co, the operator and developer of 3D massively multiplayer online role playing game Perfect World 2, is expected to list on Nasdaq this week after raising 6 million via an initial public offering. The company should trade under the ticker "PWLD."
Unlike fellow online game operator Nineyou International Limited -- which failed to list as scheduled on Japan's Osaka Stock Exchange earlier in July -- Perfect World will not be derailed by a last-minute lawsuit from its licensor. Perfect World develops its own games, avoiding any temptation to skimp on royalty payments.
Perfect World's IPO was underwritten by Morgan Stanley and Credit Suisse, with CIBC World Markets and Susquehanna Financial Group listed as co-underwriters.
Perfect World booked .3 million in revenues in the quarter ending March 31. Revenue in that quarter was almost equal to Perfect World's entire 2006 revenues. Perfect World's financing efforts will also serve as a gauge of investors' continued appetite for Chinese online gaming stocks.
Shanghai-based Zhengtu Network is expected to file for a Nasdaq listing in the fall and on current usage and growth numbers could rival the likes of Shanda Interactive Entertainment Ltd (SNDA30.06, -0.08, -0.3%) and NetEase.com Inc (NTES17.08, -0.16, -0.9%).
Real estate consulting firm E-House (China) Holdings Limited is expected to list on the New York Stock Exchange some time in August. Neil Shen, founder of Nasdaq-listed Home Inns and C-trip and general partner in Sequoia China is an independent director of E-House and holds 11.88% of outstanding shares in E-House according to the company's prospectus. Sina CEO Charles Chao is also listed as an independent director.
Sina's Chao is going to have a busy August. In addition to his day job at Sina (second-quarter earnings announcement is expected on Aug 7 or 8), and his E-House directorship, Chao is also a board member at Focus Media Holding Ltd (FMCN41.23, +0.05, +0.1%).
Focus, China's biggest out-of-home advertising network, is still under a cloud after failing to file its annual report with the SEC. Focus plans to file for a hearing in front of a Nasdaq Listing Qualifications Panel. At the hearing, Focus should be able to present the findings of an internal audit committee investigation regarding a letter from U.S. lawyers of an investor with a short position in Focus querying Focus' related party transactions.
Earnings
Baidu.com (BIDU211.18, +27.95, +15.3%) is expected to announce earnings after the bell on Wednesday. Despite coming off its all-time high of 5.61, anyone who bought Baidu stock last quarter is still up more than 100%. Strong traffic growth, a June road show by executive management and continued positive sentiment on search all worked in Baidu's favor in the second quarter. Even with Baidu's chief operating officer and chief marketing officer posts now vacant, Baidu's CEO Robin Li and CFO Shawn Wang have been able to maintain investor confidence.
Private education service company New Oriental Education & Technology Group Inc (EDU51.55, -3.21, -5.9%) reports its fiscal 2007 fourth-quarter earnings on Wednesday. New Oriental's fourth quarter, which runs through May, is seasonally slow because high school and college students are still in school. The company has forecast about million in revenue for the fourth quarter. Investors should be looking for cues from management about the first quarter of fiscal 2008. New Oriental has traditionally generated about 40% of revenue in the first quarter as students on vacation prepare for tests in the coming academic year.
Tom Online Inc (TOMO14.13, +0.39, +2.8%) is scheduled to announce second-quarter earnings before market open on Monday. Tom Online has already warned investors that its wireless business, which was responsible for more than 90% of the company's revenue last quarter, will have been hurt by China Mobile Ltd's (CHL57.25, -2.27, -3.8%) data fee notification policy that went into affect May 17.
The line of business most affected will be Tom Online's WAP offering, which generated approximately .3 million in revenue in the first quarter. Tom Online is the first major wireless company to announce earnings following the implementation of China Mobile's decision to warn users that they are paying to access Web sites via their mobile phones. KongZhong Corp (KONG4.52, -0.22, -4.6%) is the only other US-listed company that might be hurt more than Tom Online by China Mobile's decision to scare mobile phone users who pay for third-party data.
China economic growth
In case you weren't watching last week, China's GDP grew 11.9% in the second quarter compared with the same period a year ago, according to China's National Bureau of Statistics. It's the fastest rate in 11 years. Inflation rose to 4.4% in the year to June. The People's Bank of China announced on Friday it will raise the one-year Yuan lending rate to 6.84% from 6.57%.
One U.S. dollar now buys only 7.56 Yuan and the Chinese currency continues to get stronger. Reforms put in place by China's Securities Regulatory Commission could result in a rash of A-share market capital raisings this quarter by companies already listed in Hong Kong. The one to watch out for: China Mobile.
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