Baidu 1Q20 Better-Than-Feared but Longterm Outlook Remains Murky Due to ByteDance; UW 18% Downside
Baidu reported 1Q results and guidance that were better-than-feared as other revenues helped mitigate the impact of COVID-19 on Baidu's core...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
332 Views
China ADRs Secondary Listing: COVID-19 Has Increased the Tension but Narrowed the Short List
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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The Rise of a New BAT: ByteDance Enters Warp Speed as It Eyes Baidu's Lunch
ByteDance's TikTok just experienced its best quarter ever as total global downloads exceeded 2 billion for the short-form video app. Leveraging its...
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