MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
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21 Things Worth Knowing Today (Issue 3)
Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...
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Baidu's 2017 Q3: How to Lose by Winning
Stockholders ignored Baidu’s excellent Q3 results and sold the stock on reduced expectations for Q4 and beyond. The resultBaidu had a good Q3, but...
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The War of the Worlds (Part 4) - The Empire Strikes Back - On the Ground in J-Town
The online versus offline battle for supremacy continues apace in Indonesia and now it is the turn regulators to play their part. Firstly, an...
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The Week that Was in Greater China @Smartkarma: Party Congress, Education IPOs, BABA-AMZN Logistics
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of October 16th through October 23rd and features a selection of the...
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