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Five reasons to invest in the 360Buy.com IPO

-Posted by Alejandro Guillú Mendoza

We don’t have a 360Buy.com IPO date yet, but when we do, the offering will probably generate a lot of media. Here are five reasons to consider investing in the 360Buy.com IPO:

1) Mr. Liu Qiandong.

Liu Qiandong is currently No. 93 in the list of the Top 400 Richest Chinese with a net worth of over a billion dollars at just 37. He started his own business in 1998 with just $12,000 CNY and six years later he started jd.com. After only 6 years, the company grew to 10 billion yuan in sales. He’s No. 25 on the list of Asia’s Hottest People in Business compiled by Fortune. If somebody from ICBC and the China Construction Bank is reading this, then please LEND THIS MAN TEN BILLION DOLLARS. It is unlikely that you will lose your money with him.

2) Alibaba sells over $170 billion.

I don’t need to explain this one.

3) They want to compete with DHL.

Most people see Jingdong as the next Amazon, but I prefer to see them as the next DHL.

Only 4 companies in the whole world remain in the Air Courier industry: Deutsche Post (Frankfurt: DPW), Federal Express (FDX), United Parcel Service (UPS) and Expeditors International (EXPD).

Together they turn a massive profit of at least $5.1 billion each year. The United States of America dominates this industry with 75% of the companies. At the end of the day, China must pay these companies to move their products from the factories to the stores.

They are very busy building half a dozen distribution centers in China. It is only a matter of time before they expand to the 14 countries that share borders with China.

4) Digital Sky Technologies believes in them.

This Russian company invests only in the Internet, and they had the vision to invest $100 million in Facebook (FB) when the company was valued at just $10 billion in 2009. That same year they also invested in Zynga (ZNGA).

In 2010 they invested $135 million in Groupon (GRPN), when the company was valued at just $1.35 billion. In 2011, they invested in Airbnb, which is now valued at $2 billion.

As you can see, they have a very strong track record of picking the right companies at the right time. If they are investing $1.5 billion in this company, then that means they believe this company will have a market value of $15 billion in 2016.

5) Rakuten is the fourth leading Internet & Catalog Retail Company in the world.

Rakuten of Japan is only behind eBay (EBAY), Liberty Interactive (LINTA, LINTB) and Amazon (AMZN) according to Forbes. This company currently has a market value of over $13 billion and annual sales of $5.6 billion. This company was founded in 1997 and it is now one of the largest companies in the world. They have grown to 10,000 employees. I think they already proven to the world their business model works and 360Buy is doing the same thing in China.

Conclusion

I don’t think this company will file for an IPO anytime soon. If they run out of cash, they can always give a call to Al Waleed Bin Talal and very nicely ask him for another couple of billions.

Decoding DangDang: Is China’s Amazon still a buy?

E-Commerce China Dangdang Inc. (NYSE: DANG) got hammered yesterday on news CFO Conor Chia-huang Yang was departing after just 26 months in the saddle. The stock lost 15.31 percent or $1.56 a share. That wiped out $128 million in market cap in a single day of trading. Still, it’s unclear why Yang’s departing.

According to the press release, Yang is leaving for personal reasons and plans to stay on board for three months to help the company through its transition.

“Conor has made an important contribution to Dangdang since he joined in March 2010,” Peggy Yu Yu, Dangdang’s Executive Chairwoman, said in the release. “We thank him for his leadership and dedication to the company. We wish him all the best in his future endeavors.”

It could be something innocuous, but investors showed they have little tolerance for the faintest whiff of accounting problems at Chinese firms. Dangdang holders ran for the exit in droves – perhaps trying to lock in the gains they’ve gotten so far this year.

In fact, even after yesterday’s brutal sell-off, shares in Dangdang are still up 96 percent since Jan. 1. That – along with the performance of several other Chinese tech stocks – prompted us to write a recent article dubbing 2012 “The Year of the Chinese Tech Stocks.”

Late last week, Credit Suisse (NYSE: CS) downgraded Dangdang’s shares from “outperform” to “neutral.” Not a big surprise there after Dangdang’s monster run since the start of the year, though. In fact, Credit Suisse was just backing off the upgrade they gave Dangdang’s shares two months ago.

While we’re still bullish on Dangdang, we must concede this fact: the company’s last earnings report was a disappointment. Dangdang lost $0.26 per share in Q4 2011. Analysts were expecting a loss of $0.16 per share. Still, revenue was up 81.7 percent year-over-year and Dangdang is in a tooth-and-nail, knock-down, drag-out fight with several other online retailers in China (including their biggest rival 360Buy.com).

Losing money is OK as long there’s a plan in place to start making it soon. We’re hoping the departure of Yang isn’t a sign that Dangdang’s losing control of the ship. But for now, we’ll give them the benefit of the doubt.

Related

The unofficial tech IPO calendar for 2012


Social games maker Zynga is one of dozens of highly-anticipated planned Tech IPOs in 2012.

The tech IPO pipeline is officially clogged. Renaissance Capital claims there are 330 IPOs (across all industries) in the IPO pipeline looking to raise $180 billion. Renaissance predicts that capital raised from 2011 IPOs could fall 36 percent shy of last year’s $39 billion. Should the market recover, 2012’s IPO market will be massive, and there are lots of great tech companies eager to raise capital. Here’s our unofficial 2012 tech IPO calendar…


360Buy.com IPO (Jingdong Mall). One of the largest business-to-consumer sites in China, 360Buy.com often draws comparisons to Amazon. Revenue was expected to hit $4.4 billion in 2011. Expect that keep climbing as online sales in China rose 77 percent in China last year. See our post 3 reasons to invest in the 360Buy.com IPO (Jingdong Mall) for more.


58.com IPO. China’s largest Craigslist-like online classifieds site, 58.com filed for an IPO on June 20,2011. The site makes money by charging a small fraction of its posters for premium-placement on the site.


Angie’s List IPO ($75 million+). Angie’s List lets paying subscribers read reviews of local businesses and contractors. The company’s something of an anomaly in the fast-paced world of tech start-ups as it’s now in its 16th year of operation. During that time, Angie’s List has accumulated a database of more than 2.2 million reviews (per CNN) and has more than 800,000 paying members.


Alibaba’s HiChina IPO ($200 million+). A subsidiary of Alibaba.com Ltd., HiChina Group Ltd.’s something like GoDaddy.com. The company offers domain names, hosting accounts and website building tools for small businesses in China. An IPO will help finance expansion into new businesses including email and website design (per WSJ).


Bazaarvoice IPO ($85 million+). You’ve probably seen or used Bazaarvoice’s software without realizing it. The company sells its code to online retailers (like Best Buy and Macy’s), so those retailers can pull in online reviews of the products they sell. Bazaarvoice is expected to generate $64.5 million+ in revenue this year, and CEO Brett Hurt claims the company could stop expanding now and immediately become profitable.


Brightcove IPO ($50 million+). Brightcove offers a cloud-based video serving platform for paying customers. All told, they serve up some 700 million video streams a month (second only to YouTube) for more than 3,300 clients (per GigaOm). Unfortunately, the business doesn’t reap a huge amount of revenue. Brightcove will likely book somewhere in the neighborhood of $50 million in revenue this year.


Eloqua IPO ($100 million+). Eloqua makes it easier for large Web sites to run and analyze marketing campaigns. Specifically, the company’s analytics software allows businesses to predict how much revenue marketing campaigns will generate.


Facebook IPO. Now boasting more than 800 million registered users, Facebook’s IPO will rank among the largest IPOs of all time. The latest media reports peg Facebook’s IPO date as sometime late in 2012. Interestingly, though, SEC rules will require the company to start making public its revenue, profits and losses in April 2012 (since the company’s total number of shareholders now exceeds 500).


Gilt Groupe IPO. A flash-sales site that offers temporary discounts on luxury goods, one of Gilt Groupe’s smaller competitors (HauteLook) was recently acquired by Nordstrom, Inc. (NYSE:JWN) for $180 million. Contrast that with the much larger Gilt Groupe where revenue alone is expected to hit $500 million this year.


Groupon, Inc. IPO ($750 million+). A series of pre-IPO missteps may push Groupon’s IPO to 2012. The Chicago-based daily deals email marketing company generated $688 million in revenue during the first half of 2011. See our post 3 reasons NOT to invest in Groupon’s IPO for more.


Guidewire IPO ($100 million+). A 10-year-old company that develops technology for the insurance industry, Guidewire’s services help streamline claims by processing them online. The company generated revenue of $144.7 million in 2010. That was good for net income of $15.5 million. Guidewire will IPO under ticker symbol GWRE.


Jive Software IPO ($100 million+). Jive creates social networking software for corporations. And it counts some major companies among its clients – including Nike, Cisco and Toshiba. Revenue from each of their customers averages a whopping $7,874 a month (per OregonLive). See our post 3 reasons to buy shares in a Jive IPO (Jive Software) for more.


LivingSocial IPO ($1 billion+). In light of the recent turmoil in financial markets, LivingSocial has temporarily shelved IPO plans. The company is instead fishing around for private equity (per Bloomberg). The daily deals site faces a lot of competition in Groupon and Google, which recently purchased restaurant-review company Zagat and German daily-deals site DailyDeal.de.


MobiTV IPO ($75 million+). A video provider for mobile phones, MobiTV has contracts with all the major telecoms: AT&T, Sprint and T-Mobile. Their software gives mobile users the ability to download video or watch it on-demand via their phones. Of course, the merger between AT&T and T-Mobile could drive down revenue at the company. An IPO could help them expand internationally. See our post 3 reasons NOT to invest in the MobiTV IPO for more.


Qunar.com IPO. A China-based travel search site, Qunar’s majority-owned by China’s largest search engine, Baidu.com, Inc. (NASDAQ:BIDU). Qunar’s already a Top 100 site in China, and I expect the backing from Baidu will cement Qunar’s position as the leading travel site in China. See our post Qunar IPO: 5 reasons to invest in China’s travel site for more.


SecondMarket IPO. The rumors haven’t started flying about a SecondMarket IPO yet, but the company did start listing its own shares on its Web site. SecondMarket provides a marketplace for high-net-worth individuals and institutions to invest in private companies.


Trulia IPO. An online real estate search and marketing company akin to Zillow Inc. (NASDAQ:Z), Trulia announced IPO plans in February 2011. The site’s been doubling revenues year over year and has an estimated value of $700 million (per Inman).


Twitter IPO. Look for a Twitter IPO late in 2012 or early 2013. The ubiquitous micro-blogging site now claims 100 million active users. Questions remain about the company’s business model, but Twitter’s reach offers some tantalizing possibilities. See our post Twitter’s secret key to making money for more.


Vancl IPO ($1 billion+). An online-only clothing retailer in China, Vancl’s advertising campaigns blanket the Internet behind the Great Firewall. It seems to be working, too, as the company targets price-conscious consumers. Vancl comes from good pedigree, with the company’s founder, Chen Nian, having sold his last venture, Joyo.com, to Amazon. Joyo has since morphed into Amazon.cn.


Yelp IPO. Yelp provides local reviews for businesses and restaurants. According to CEO Jeremy Stoppelman, the company gets 63 million unique monthly visitors who add more than 1 million new reviews to the site every month. Yelp’s been particularly successful with its apps. The right partnerships could drive revenue growth for the company moving forward.


Zynga IPO ($1 billion+). Zynga, which makes social-networking games for Facebook, iPhones and Androids, is tentatively planning to IPO in November 2011. Don’t be surprised if Zynga’s IPO date gets pushed back to 2012, though. The company’s has perhaps the best financials of all the company’s on the list. As of March, the company held nearly $1 billion in cash and was generating cash flow of $104 million per quarter (per Fortune). See our post 8 facts about Zynga before the IPO for more.


Interesting 2012 non-tech IPOs: U.K. soccer team Manchester United.

Related

3 reasons to invest in the 360Buy.com IPO (Jingdong Mall)

In what’s shaping up to be the largest U.S. Internet IPO since Google, Inc. (NASDAQ:GOOG), the Amazon of China, Jingdong Mall has announced plans to go public. Jingdong publishes 360Buy.com, the 120th most-visited Web site in the world. That’s a far cry from Amazon.com (NASDAQ:AMZN), which is ranked by stats-tracking company Alexa.com as the 15th most-visited Web site in the world. 360Buy’s got momentum on its side, though, and that makes me bullish on the stock. Here are three reasons you should consider investing in 360Buy.com when the company IPOs next year:

1) Growth potential. China’s internet population (at 485 million+) exceeds the entire population of the U.S., and that number is expected to triple to 1.5 billion by 2015. That will make the leading e-commerce site in Asia an international powerhouse. Amazon.com currently gets 6.8 times as much traffic as 360Buy.com. But I wouldn’t be surprised to see 360Buy.com overtake Amazon. Not only will the China’s internet population dwarf that of the United States, but the country’s still in the early stages of e-commerce adoption. Last year, online sales in China rose 77 percent (per FT.com).

2) Not to be confused with Taobao.com. Taobao may get significantly more traffic than 360Buy.com, but it’s important to note that they have different business models. Taobao’s a consumer-to-consumer e-commerce site that’s more akin to eBay than Amazon. While eBay garnered more traffic than Amazon in the early years of the Web, that trend has since reversed itself. Expect the same pattern to unfold in China as consumers turn to the Web not just for hard-to-find items and collectibles but for everything from jackets to diapers and laptops (all of which 360Buy.com offers).

JingDong is, indisputably, the largest business-to-consumer e-commerce site. And it’s purest competition comes in the form of E-Commerce China Dangdang, Inc. (NYSE:DANG). DangDang, which IPO’d to much fanfare in December, has since lost nearly 75 percent of its share price amid a rash of accounting scandals at several Chinese firms.

3) Revenue giant. Revenue at 360Buy.com is expected to hit $4.4 billion in 2011 (per RenaissanceCapital). That’s not much when compared with Amazon’s $40 billion, but it blows away DangDang.com, which will likely do somewhere in the neighborhood of $400 million.

Already, 360Buy.com processes some 300,000 orders per day from 25 million registered users. If the site can maintain its handhold at the top of China’s retail market, it should reward investors nicely in the years to come.

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The unofficial tech IPO calendar for 2011

After a few terrible years for IPOs, some exciting technology companies look like they’re ready to step up to the IPO plate in 2011 or 2012. Here’s an unofficial list of 23 tech companies that – according to rumors from the Wall Street Journal and TechRice among other sources – might go to market this year or next:

star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small 58.com IPO? China’s for-profit version of Craigslist.org, 58.com’s got a robust user base. A recent browse through the site’s classified ads in Beijing showed more than 1.2 million listings for people looking for roommates – and that’s just in one city! The site ranks 34th in online traffic in China, according to Alexa.com.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small 360buy.com IPO? The third-largest online retailer in China, 360buy.com just secured a nice chunk of change from Wal-Mart. They got more than $500 million in all. As I wrote previously, 360buy.com controls 2.5 percent of the e-commerce market in China. That may not sound like much, but that’s more than 3.5 times the e-commerce marketshare enjoyed by competitor China Dangdang, Inc. (NYSE:DANG).

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star-icon-smallstar-icon-smallstar-icon-small Demand Media IPO? A content factory that uses an army of freelancers to churn out “How To” articles, Demand Media has turned the written word into a commodity on eHow.com. All told, eHow produces enough text to fill more than four English language Wikipedia’s every single year. And their so-called “evergreen” articles aren’t pegged to specific dates, so they’ve got a very long shelf-life of search-engine friendly content that’s perfectly suited for advertisements.

Update: Demand Media IPO’d on Jan. 26, 2011 under ticker symbol DMD. Check out my latest post on the company: Will Demand Media’s (DMD) stock recover from Google shock? Absolutely.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Facebook IPO? I can’t say much that hasn’t already been said about Facebook, except this: they’re the only Web-based company in U.S. that’s positioned to truly challenge Google in the coming years. As they expand into search, virtual goods, e-commerce and mobile, Facebook seems to be taking over the internet. Indeed, the site currently accounts for 25 percent of ALL pageviews in the U.S. Even with a $75 billion+ valuation, Facebook still looks cheap to me.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Groupon IPO? Groupon’s found the holy grail of online marketing: a simply way to marry coupons and local businesses. To use it, just give Groupon your email address and they send you a daily offer from a local business. If you like the offer (which is often a coupon or gift card that’ll save you 50 percent or more at a local restaurant, hobby shop, etc.), you can buy the coupon, print it out and redeem it anytime before the expiry date. The company’s already rejected a $6 billion buyout offer from Google, and they’re in the early stages of expanding into China. The only problem? Google’s got Groupon on their hit list now, and an all-out war is probably in the making.

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star-icon-smallstar-icon-smallstar-icon-small Hulu.com? A streaming video site with backing from media heavyweights like News Corp. (NASDAQ:NWSA), Walt Disney (NYSE:DIS), and NBC Universal, Hulu claims to be operating at a profit with 2010 revenues around $260 million. The company’s biggest competitor is streaming giant Netflix, Inc. (NASDAQ:NFLX), which now has a market cap of $9.6 billion.

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star-icon-smallstar-icon-smallstar-icon-small Jiayuan IPO? The leading online dating site in China, Jiayuan’s the 55th most-visited site in China, and it boasts at least 25 million members. The company makes money by charging for memberships (about $6 a month for a “Diamond Membership”), selling virtual currency and other romantic add-ons. Jiayuan has attracted capital from New Oriental Education & Technology Group (NYSE: EDU) among other investors.

Update: Jiayuan shares started trading on May 12, 2011 under ticker “DATE” on the NASDAQ. Check out my latest post on the company: Jiayuan.com IPO: 3 reasons to invest in Chinese dating site.

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star-icon-smallstar-icon-smallstar-icon-small LinkedIn IPO? A social networking site for professionals, LinkedIn boasts more than 90 million members from around the world. The company lacks the sex appeal of some of the other tech IPOs on the docket, but it does seem like its network might be easier to monetize than, say, Twitter, since it can capitalize on hiring solutions, advertising aimed at professionals and premium landing pages.

Update: LinkedIn IPO’d on May 19, 2011 under ticker symbol “LNKD.” Check out my latest post on the company: 3 reasons NOT to invest in LinkedIn IPO.

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star-icon-smallstar-icon-smallstar-icon-small LivingSocial IPO? The biggest and most well-known Groupon competitor, LivingSocial offers daily deals from local and national retailers. LivingSocial got a big boost when it announced that Amazon.com, Inc. (NASDAQ:AMZN) was investing $175 million in the company. Soon after, LivingSocial offered its members a $20 Amazon gift card for just $10, and they netted both companies more than $13 million up front in the deal.

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star-icon-smallstar-icon-smallstar-icon-small Nuomi IPO? An ultra-deep discount coupon site, Nuomi’s fighting for attention in what will soon be a very crowded market. Still, they’ve got decent ownership in Oak Pacific – the parent company of “China’s Facebook”: RenRen. And they’ve got a decent idea: do as Groupon does. The company sells coupons online for a limited time. At least one theater owner who partnered with Nuomi was thrilled with the results: “I’d say this is a miracle,” producer Lei Zile told the Global Times last July. “I’ve talked to older producers about this and they all said it was a miracle in the history of stage plays. 100,000 tickets were sold in one day. You could call it encouraging.”

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star-icon-smallstar-icon-smallstar-icon-small Pandora IPO? An online music streaming site, Pandora grew out of the Music Genome Project, which attempts to categorize music based on more than 400 variables. Using that information, Pandora can build “custom” radio stations after you’ve entered a song or band that you like. The site’s enjoyed a big surge in popularity with wider-spread adoption of smartphones that allow streaming music anywhere, anytime. Despite the fact that Pandora shelled out more than $30 million in royalties in 2009, the company still managed to make its first profit that year, netting some $50 million. In 2010, profits were estimated to be around $100 million largely on the strength of premium ad-free streaming accounts and partnerships with car manufacturers that are installing Pandora direct from the factory.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Qunar IPO? An online travel booking site in China, Qunar’s Web traffic is pacing Ctrip.com’s (NASDAQ:CTRP). Both companies operate in the same niche, but Ctrip’s more well known in the West since its IPO came in 2003. Since 2003, shares in Ctrip have risen more than 750 percent. Competition in the sector seems to be heating up as Tencent Holdings, Ltd. (HKG:0700) recently invested in 17u.com, another Chinese travel site that’s currently a distant third behind Ctrip and Qunar.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Renren IPO? A glaring example of the copyright issues that plague China, when RenRen.com launched in 2005 as XiaoNei.com, the site looked like it was an official Facebook product. It even identified itself as “A Mark Zuckerberg Production” at the bottom of its pages. After getting bought out by Oak Pacific Interactive in 2006, the company’s since tried to carve its own niche – and its done well. RenRen.com currently has more than 160 million registered users in China, and it’s the country’s 16th most-visited site.

Update: RenRen went public on May 5, 2011. Shares have collapsed more than 30 percent since then. Check out my latest post on RENN: RenRen IPO: 5 things you don’t know about ‘China’s Facebook.’

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Sunity IPO? A Chinese version of Zynga, Sunity Online Entertainment Ltd. makes Web-based games and will soon start launching mobile apps, according to the AP. The company racked up $9.54 million in revenue in 2010, up from $8.25 million in 2009. Sunity generates 52 percent of its revenue from Qihang (QHG) – a subscription-based cards and chess game, according to Gaming-Hub.com. Another 8 percent of the company’s revenue comes from Han Dynasty Game (HDG) – a free Chinese mythology role-playing game that makes money off the sale of virtual goods.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Skype IPO? Skype’s VoIP services offer businesses and individuals a free or low-cost way to make international calls, host video conferences and shares files online. With the company’s recent $100 million acquisition of mobile video streaming service Qik, it’s clear Skype’s getting aggressive about making a push into the smartphone market.

Update: Microsoft acquired Skype on May 10, 2011 for $8.5 billion.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Taobao IPO? It’s unclear whether or not Taobao will IPO in 2011 or 2012, but it is, hands down, my favorite stock on this list. Taobao controls 75 percent of the e-commerce market in China with it’s psuedo-eBay-style site. There, consumers can buy products from other consumers or businesses at auction or at set prices, although auction-style buying seems to have fallen out of favor on the site. Credit Suisse analysts expect the e-commerce market to more than quadruple in China by 2015, and Taobao will easily be the biggest beneficiary of those gains. They seem to have seen the writing on the wall, too, as the company’s investing $3 billion to $4.5 billion into a warehouse network that will make shipping throughout China more efficient.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Taomee’s 61.com IPO? A Chinese social networking site aimed at children and parents, 61.com has some 20 million users ages 6 to 14, and Forbes reported revenue projections of more than $30 million in 2010. The subscription-based site lets kids hang out in virtual worlds (the Seers for the boys and the Moles for mixed-gender users), and parents are invited, too.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Tudou IPO? While they may be playing second fiddle to Youku.com, Inc. (NYSE:YOKU), video streaming site Tudou.com gets nearly as much traffic. The site’s ranked by Alexa.com as the 11th most-visited Web site in China. Youku.com’s ranked as the 10th most-visited site. Youku’s spectacular November IPO could foreshadow another buying frenzy in Tudou even though its unclear when or how either company will get profitable.

Update: Despite an ongoing legal battle between Tudou’s CEO and his ex-wife, the company appears to be moving closer and closer to an IPO. Check out my latest post on the company: Tudou IPO: Is Tudou stock a buy?

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Twitter IPO? Microblogging site Twitter still isn’t profitable, but it looks like it’s getting serious about making money after staggering valuations put the company’s market cap around $3.7 billion. Twitter appointed its former COO Dick Costolo as CEO late last year, and Costolo’s tasked with ramping up revenues. A report out yesterday by online research firm e-Marketer Inc. estimates the company will generate $150 million in ad revenues in 2011 and $250 million by 2012. I’ve also blogged in the past about what I see as Twitter’s secret key to making money.

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star-icon-smallstar-icon-smallstar-icon-small VANCL IPO? An up-and-coming online clothing retailer in China, Vancl.com’s got excellent pedigree in site founder Chen Nian who sold his last project, Joyo.cn, to Amazon. Vancl.com’s focus on clothing has helped it capture nearly 30 percent of all online clothing sales in China, and the company expects its warehouse space to triple by the end of the year. Last year’s sales at Vancl were expected to be up more than 300 percent, according Businessweek.com.

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star-icon-smallstar-icon-smallstar-icon-smallstar-icon-small Yandex IPO? My second-favorite stock on this list, Yandex.ru is likely among the least well-known of the stocks, too. Expect to hear a lot more about Yandex if the company IPOs on the NASDAQ. The leading search engine site in Russia, Yandex claims revenue spiked by 43 percent to $410 million last year. Google holds the No. 2 slot in Russian search engine usage and the American search company posted revenue of some $69 million in Russia in 2009. Yandex.ru is the most-visited site in Russia and the 25th most-visited site in the world, per Alexa.

Update: Yandex IPO’d on May 24, 2011. Check out my latest: Yandex IPO: 5 reasons to invest in Yandex stock.

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star-icon-smallstar-icon-small Zhenai IPO? A Chinese dating site, Zhenai.com claims more than 26 million registrations as of August 2010. While the site gets far less traffic than its biggest competitor Jiayuan, Zhenai adds a human touch to the matchmaking process by having trained matchmakers help users find the best possible matches.

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star-icon-smallstar-icon-small Zynga IPO? An online game maker, Zynga’s most famous for its iPhone and Facebook apps Farmville and Cityville. The company boasts a market cap of $5.8 billion on SharesPost. Sound like a lot? At least Zynga’s not having much trouble making money. Zynga likely generated revenue of more than $500 million last year, Lou Kerner, an analyst at Wedbush Securities, tells Dealbook. That’s up from about $300 million in 2009. That’s not bad, especially since Kerner estimates the company has profit margins of some 20 percent.

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China’s e-commerce market dominated by four companies

With Credit Suisse (NYSE:CS) predicting that China’s e-commerce market will more than quadruple by 2015, you can expect a lot of investors eager to capitalize on revenue growth that might be as high as 100+ percent per year. Here’s a short list of the Top 4 leading e-commerce sites in China per 247WallSt.

Company % of online sales in China Site traffic rank in China Stock ticker
Taobao 75% 3 Owned by Alibaba Group
Paipai 10% 45 Owned by Tencent
360buy 2.5% 28 N/A
Dangdang 0.7 76 DANG

Amazon.com, Inc. (NASDAQ:AMZN) also operates Joyo.com in China. The site currently has a traffic rank of 75 in China, according to Alexa.com. Speculation has been running high that Taobao.com and 360buy.com could IPO as early as this fall.

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An IPO date hasn’t been set, but here are three big warning signs you might want to consider before investing in Groupon’s stock... Read on.

From start-up to titan: The unofficial tech IPO calendar for 2012

From Facebook to Twitter to Groupon, the planned tech IPOs in 2012 could be among the most exciting string of new public companies... Read on.

How to invest in water stocks

Often overlooked as a commodity, water supplies could become increasingly critical as emerging economies around the world improve their diets and demand more agricultural resources for the production of meat... Read on.

World’s largest economies in 2050 will look very different

India’s rapid ascent to economic supremacy will be driven by a surging working age population, which will grow more than 40 percent between now and 2050... Read on.

How to invest in cotton stocks

If you’d like exposure to cotton markets without delving into futures and options contracts, a handful of cotton ETNs and cotton-related stocks are available... Read on.

How to buy Chinese Yuan

The Chinese yuan or renminbi has risen about 5 percent a year over the past five years, and some investors argue that China’s currency is still undervalued by 40 percent. If the dollar suffers ... Read on.

Five cheap franchises to start with less than $10,000

Franchises are so ubiquitous we often don’t realize we’re shopping at one. From McDonald’s to Hampton Inns and doggie day cares to campgrounds, they’re literally everywhere. All told, franchises account for 10.5 percent of all businesses in the U.S, and they... Read on.

Why invest in silver?

Ask 10 people why you should invest in gold and silver, and you’ll probably get 10 different answers – many of which will be accompanied by a shrug. Most investors don’t understand the motivation for holding gold or silver bullion. Nonetheless, it’s been difficult to ignore... Read on.

How to Invest in Copper

Copper isn’t as glitzy or glamorous as gold or silver, but in many ways it feels safer. Since copper is regularly used in electronics, it’s consumption per person (particularly in the developed world) has been on the rise for decades. So how does one invest in copper? Read on.