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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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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China Online Games: Tencent and NetEase Increasingly Dominant.
The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also...
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China Internet: Going Private Transactions at Risk
In May, the China Securities Regulatory Commission (CSRC) issued draft regulations on back-door listings in an attempt to curb market volatility...
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