Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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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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SMIC Gains Shares at Expense of Peers
SummarySMIC reports clear beats on 2Q16 results and 2H16 guidance and outlook against peers and Bloomberg consensus estimates, largely driven by...
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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 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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