SoftBank (9984) - Second Thoughts on Sprint (S) Sale
Having looked to be a done deal a couple of days ago, suddenly the Sprint Corp (S US) / T Mobile US (TMUS US) deal is on the ropes. According to...
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Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17. Earlier this year, the China Consumers' Association (CCA)...
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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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