Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Baidu's 2017 Guidance Disappoints. Struggling with Weak Revenue and High Costs. Recovery Delayed.
We have been somewhat bearish on Baidu (BIDU US) and highlighted this at the last quarter's results. Nothing we see in the latest numbers really...
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Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.
The last time we wrote about Sina (SINA US) / Weibo (WB US) here was after strong 3Q16 results. At the time, we noted continued market share growth...
278 Views
Intime Retail: Progress Update on Alibaba's Offer
It has been close to two months since Alibaba Group Holding Ltd (BABA US) made their offer for Intime Retail Group Co Ltd (1833 HK). In this...
227 Views
5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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