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...
166 Views
The Future of Investment Research: Time to Democratise Data for Independent Research Providers?
There is a wide array of alternative data on various websites, and this market is expected to double from 2016 to 2020, reaching USD 400m,...
209 Views
StubWorld - Set-Up & Unwind Extremes: Sina Corp, JCNC
This week I briefly look at the ongoing bifurcation in Sina Corp (Class A) (SINA US) vs. %-held Weibo Corp (ADR) (WB US) after its MI double down;...
259 Views
Weibo's 3Q Numbers Look Good Ahead of an $800m Debt Issue
Weibo Corp (WB US) released selected 3Q numbers early, which show revenue ahead of expectations as more revenues came from Alibaba (BABA US) while...
177 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
155 Views