China Internet Weekly (27Apr2020): BABA, PDD, BIDU, Xiaomi, JOBS, Most Moves Are About Cash
We believe cash balance may not tell the truth, but companies’ moves will. Alibaba (BABA) plans to invest in computing infrastructure – fat...
269 Views
Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
399 Views
Sansan IPO: Business Cards to Build Connections; We See Good Potential
Sansan Inc. offers business card digitisation services to customers in Japan, the US, Singapore and other Southeast Asian markets. It aims to help...
704 Views
Baidu (BIDU): The Change Amounts to Business Suicide, Disappointing Existing Users and Clients
Baidu's new methodology directs the large majority of search results to its in-house functions, especially to its blog function BJH (百家号). Baidu...
596 Views
Business Happenings in the Americas that May Be “Below the Radar” - Week Ending January 17, 2019
Highlights of significant recent happenings include: Substantive Deep Dive - Canada's BlackBerry Ltd (BB CN) seeks to be the go-to provider...
556 Views