Amkor Beats on Structural Improvement or Pre-Merger Windows Dressing?
3Q16 results and 4Q16 guidance beat Bloomberg consensus Results beat: Amkor Technology Inc (AMKR US) reports 3Q16 EPS of US$0.25, which was US$5...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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Focus Media: An Example of Why Chinese Firms Want To "Come Home"
We discussed the issues facing Chinese internet companies wanting to go through a delisting/relisting process in China Internet: Going Private...
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