China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
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It's Been Time to Revisit Li & Fung in Recent Weeks
In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...
262 Views
Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
299 Views
Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea
Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails...
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