NetEase's Premium Multiples Persist Despite Slower Growth Rates
The recent strong share price performance of NetEase (NTES US) has led to some head scratching in New Street Research. Kirk Boodry notes that the...
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Baidu's Technology Is Impressive but yet to Monetize While the Core Search Business Remains Weak
In late November, Baidu Inc (ADR) (BIDU US) hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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CHINA - Very Disruptive New Tech China Carmakers - BUY TENCENT
New autonomous carmakers will redefine car making New entrants such as Nio will impact on Tesla’s success in China and traditional car companies...
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JD-Tencent Alliance Strikes Back, Twice
After Tencent took over 5% of Yonghui Superstore (601933 CH, NR), the JD-Tencent Alliance made its second move, acquiring 10% of VIPS at 55%...
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