Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Tencent, The Increasing Power of Mobile
Vincent Fernando summarized the details of the recent Tencent (700 HK) results in Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth...
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Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth Accelerates
Tencent Results Beat Analyst Revenue EstimatesTencent’s 2Q16 revenue increased by 52% YoY to RMB 35.7bn. The Company’s revenues continued to...
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China's Ad Market Post 2Q Results - BABA Best Positioned; Least Vulnerable to Regulatory Risks
BABA, Baidu, Tencent, Sina and Weibo together accounted for 71% of China's digital advertising spending in 2015. Their combined share will likely...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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