China Internet - Downside Risk for 2H16 Driven by Tightened Regulations on Online Payment and News
The PBOC is tightening its control over online payment platforms. Owing to the strict requirement to implement the "real name basis" for every...
183 Views
Baidu Cancelled MBO of Its Online Video Division; 3Q Guidance May Shock Negatively
Baidu Inc (ADR) (BIDU US) announced today that the consortium led by its founder and CEO Robin Li has withdrawn its non-binding offer to acquire...
201 Views
Amazon: The Most Preferred Platform for Chinese Online Merchants Selling Overseas
A recent survey of 900 online merchants in China and Hong Kong shows that Amazon.Com Inc (AMZN US) is the most preferred platform (62%) when they...
195 Views
Alibaba Pictures' Profit Warning - Positive for Alibaba Group Holdings
On July 22, Alibaba Pictures Group Ltd (1060 HK) issued a profit warning for 1H2016, saying its net loss for the period would be Rmb400m to...
197 Views
Alibaba Vs Amazon - Very Different Model, Similar Risk/Reward, Both BUY
This is the second of a series of in-depth research reports comparing major Chinese and US Internet stocks. China's inflated online sales growth...
338 Views