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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SINA / WB: Post 2Q Update, Portal Did Well, Stub Remains Cheap
I initiated trade idea of SINA / WB on July 21st (SINA / WB: Stub, Ratio at All Time Low). Both Sina Corp (Class A) (SINA US) and Weibo Corp (ADR)...
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SINA / WB: Stub, Ratio at All Time Low
New Street Research (NSR) first mentioned about SINA / WB trade in April ( Sina / Weibo: Capturing the Shift to Mobile Advertising in China ) and...
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Focus Media: An Example of Why Chinese Firms Want To "Come Home"
We discussed the issues facing Chinese internet companies wanting to go through a delisting/relisting process in China Internet: Going Private...
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