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...
368 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...
503 Views
Ctrip.com (携程) Placement - Baidu Still Has More to Sell but Only After 180 Days
Baidu (BIDU US) is looking to raise almost US$1bn through the selldown of about 31.3m of Ctrip.Com International (Adr) (CTRP US)'s ADS. There could...
638 Views
Bitauto’s Cheeky Privatisation Offer from Tencent
On Friday, Bitauto Holdings Ltd Adr (BITA US) announced a surprising privatisation bid from Tencent Holdings (700 HK) and Hammer Capital. The bid...
558 Views
IQiyi (IQ): An Empty TV Box
We believe IQ’s cash will be used up within 6 quarters. We also believe IQ has limited abilities in obtaining more cash for...
497 Views