Baidu 3Q16 Earnings: Adjustments Uncover Weak Core Performance; Guidance Disappoints
What You Need to Know Baidu reported 0.7% lower revenue YoY; EPS appears to beat consensus but should actually be much lower after...
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Baidu 3Q16 Earnings Preview: Expectations Low… But BIDU Could Still Miss
Rallied 9.9% Since Last Quarter’s BeatSince Baidu’s last earnings release in July, the Company’s stock price has increased by approximately 9.9%....
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Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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