Trade War Talks/Tech Supremacy/Jack Ma Steps Down/Property Tax/Share Buybacks
China News That Matters Beijing feels the chill on trade China ramps up speed of super-computers Ma to oversee Alibaba succession plans Property...
267 Views
Entertainment Plus – 60% Market Share, Margin Not a Concern
Entertainment Plus (EP, 猫眼娱乐) was originally an online movie ticket distributor, which has a market share of 61% in China. Total revenues doubled...
469 Views
Meituan Dianping IPO: Mobike’s Economics – A Deep Dive
With Meituan Dianping (3690 HK) expected to price in the upper half of its IPO price range, we take a deep dive into the economics of Mobike, its...
760 Views
Surya Citra Media (SCMA IJ) - Digital Transformation Ahead? - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a company positive on the outlook for 2H18 but also well set on a course to...
565 Views
Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...
306 Views