SINA - Arbitrage Opportunity in Chinese Internet - Shares Could Double - BUY
SINA - Trading Below Value of Weibo Holding - BUYSINA is one of the most under-appreciated Internet investments in China. The company owns the...
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China Internet: Going Private Transactions at Risk
In May, the China Securities Regulatory Commission (CSRC) issued draft regulations on back-door listings in an attempt to curb market volatility...
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LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
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Chinese Supercomputers Outstrip the Competition
China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...
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Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo
We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo. As with a number of these...
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