China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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Alibaba 1QFY17 Results Preview - Focus on Revenue Growth, and Trend of Losses at Subsidiaries
Alibaba will announce its 1QFY17 (Apr to Jun 2016) results on Aug 11 (Thurs). We expect its results to be strong, given 37% YoY growth in...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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Alibaba Buying Netflix? Makes Perfect Strategic Sense, But A Minority Stake More Likely
There was market rumour in the US on Friday that Alibaba Group Holding Ltd (BABA US) would buy Netflix Inc (NFLX US) . Netflix closed up 3.84%...
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Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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