Cafe De Coral - Tough Time Ahead as Upside Is Limited
Cafe De Coral Holdings Ltd (341 HK) seems to be the Hong Kong's people's food canteen. Delicious local food at affordable prices keeps the locals...
287 Views
Baidu 百度 2017 Q4: Back to the Future
Leading Chinese search engine Baidu 百度 had a good quarter to end 2017. With revenue growth on a firmer footing, a management that has successfully...
337 Views
Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
687 Views
US Shale: Boom or BAU? The Latter, Most Likely!
The US government's Energy Information Administration just turned even more bullish with its prediction on tight oil production from the country's...
190 Views
China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
278 Views