Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina Corp (Sina) and Weibo Corp Spon Adr (Weibo). Sina is an old school internet stock, having been at the forefront...
230 Views
Does 1948 Consent Decree Limit Viacom's Search for Paramount Stakeholder?
Viacom would likely face few antitrust concerns should a rival studio like 21st Century Fox or a firm like Dalian Wanda Group or Alibaba acquire a...
334 Views
Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
212 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
198 Views
Risk Transition
Chartonics webcast Wednesday 23 March 2016 Risk on to off transitionTo view click on this link: http://www.screencast.com/t/Y2Eeop9P3Yad 5:08...
252 Views