Naspers' Operational Improvements Continue
Naspers' (NPN SJ) full year results were recently released, but had been largely pre-announced. We view them positively given the challenges it has...
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A Map for the Future of Personal Mobility, Part 2 of 2: China
The global mobility market is expected to grow six fold to sixteen fold between 2015 to 2024 according to estimates by Navigant and Global Markets...
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Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
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Weibo: Regulatory Risk Returns but Impact Is Still Unclear.
Having just upgraded Weibo (WB US) on improving visibility, a problem has arisen. We have been increasingly appreciative of the growth potential...
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Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning
Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...
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