Uber China to Merge with Didi - Minimal Valuation Uplift for Baidu, But More Consolidation?
According to media reports, Uber China will merge with Didi Chuxing, the largest ride-hailing company in China, at a combined valuation of...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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Amazon's 2Q16 Results: Accelerating Revenue Growth, Improving Margins and Lower Taxes
Amazon.Com Inc (AMZN US) grew revenue in 2Q16 by 31% YoY, in line with consensus, but its fully-diluted EPS YoY increase of 9x is double that of...
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Post 2Q16 Results: Alphabet Continued to Beat Baidu on Growth, Valuation and Risks
For 2Q16, Alphabet Inc Cl C (GOOG US)'s revenue and non-GAAP EPS beat consensus by 3.5% and 4.7%, respectively, while Baidu Inc (ADR) (BIDU...
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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...
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