China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
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Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
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Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.
Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...
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The Week that Was in Greater China@SmartKarma: A Himalayan Spat, Bull Vs Bear, & Wanda's Wonderland
This is the 13th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?
Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth Double digit 2Q17 sales beat: The leading gaming and AI graphic chip...
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