7Road IPO Preview: The Serious Business of Fun
7Road Holdings Ltd (797 HK) is a Chinese game developer which focuses on the casual shooting and strategy role-playing game (SRPG) game genres. Its...
647 Views
Xiaomi IPO: Why “Honest Prices” Is Rarely Honest
Xiaomi Corp (XIAOMZ CH) 's upcoming Hong Kong IPO will be the biggest IPO since Alibaba Group Holding Ltd (BABA US) fetched $21.8 billion in New...
496 Views
Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
203 Views
EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
700 Views
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...
223 Views