Post 2Q16 Results: Alphabet Continued to Beat Baidu on Growth, Valuation and Risks
For 2Q16, Alphabet Inc Cl C (GOOG US)'s revenue and non-GAAP EPS beat consensus by 3.5% and 4.7%, respectively, while Baidu Inc (ADR) (BIDU...
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China Internet - Downside Risk for 2H16 Driven by Tightened Regulations on Online Payment and News
The PBOC is tightening its control over online payment platforms. Owing to the strict requirement to implement the "real name basis" for every...
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Baidu Cancelled MBO of Its Online Video Division; 3Q Guidance May Shock Negatively
Baidu Inc (ADR) (BIDU US) announced today that the consortium led by its founder and CEO Robin Li has withdrawn its non-binding offer to acquire...
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Alibaba Vs Amazon - Very Different Model, Similar Risk/Reward, Both BUY
This is the second of a series of in-depth research reports comparing major Chinese and US Internet stocks. China's inflated online sales growth...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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