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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LINE: Biggest Tech IPO in 2016 (Part 1)
LINE is expected to be the largest tech IPO globally in 2016. This is Part 1 of our three parts reports on LINE IPO.Investment positives of LINE...
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BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers for BIDU on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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JD.Com: Weaker Sales Growth but More Focus on Profitability
When we last wrote about Jd.Com after their 1Q16 results, we noted "...the company was cautious in its comments on the macro environment and...
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