Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
307 Views
Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
160 Views
Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing “post-Brexit hangover” narrative...
182 Views
Tencent Continues to Surge past Expectations. Its Earnings Flexibility Makes It a Core Holding.
We updated our price target and forecasts for Tencent (700 HK) recently ahead of the 2Q result. Our price target moved from HK$260 to HK$371. The...
190 Views
HTC (2498) - Follows Oculus in VR Headset Price Cut
It was supposed to be temporary, but Facebook (FB US) / Oculus Rift's 33% price cut (to US$399) last month is looking increasingly like its...
162 Views