Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina Corp (Sina) and Weibo Corp Spon Adr (Weibo). Sina is an old school internet stock, having been at the forefront...
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Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
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The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
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