Baidu (BIDU-US): The Rise and Fall (And Rise?)
Ownership in Baidu (BIDU US) among GEM asset managers has been volatile over the past 8-years, with the holding dynamics mirroring the extreme...
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36Kr IPO (Part II): Cut in IPO Target, Expensive Valuation and Governance Concerns
In our previous insight on 36Kr IPO, 36Kr IPO (Part I): Revenue Outlook and Cash-Burn Remain a Concern we discussed the company’s business model,...
310 Views
Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
339 Views
Last Week on China Internet (14 Oct 2019): Richest Chinese and Forbes Top Digital Companies
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
363 Views
Baidu (BIDU): The Way Back to Search Engine Will Be Cut Off by ByteDance
We believe it is the wrong decision for Baidu to give up search as its main business. It proves our viewpoint that ByteDance just entered into the...
499 Views