Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo
We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo. As with a number of these...
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Yintech IPO Quick Take: Fairly Valued Small Player, Dividend Pre-Listing
Yintech Investment Holdings, a China-based online commodity trading platform, is seeking up to US$108m in its US IPO to invest in its technology...
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China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina Corp (Sina) and Weibo Corp Spon Adr (Weibo). Sina is an old school internet stock, having been at the forefront...
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Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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