Baidu 3Q17: Earnings Beat but Stock Falls 11% as Guidance Disappoints
What You Need to Know Revenue rose 28.7% to RMB23.5 billion, while adjusted diluted EPS grew 162% to US$3.89. Revenue was roughly in-line with...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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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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China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.
China’s online entertainment market continues to evolve. There is a greater focus on complex mobile game play whilst the introduction of innovative...
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China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
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