Baidu's 2017 Q3: How to Lose by Winning
Stockholders ignored Baidu’s excellent Q3 results and sold the stock on reduced expectations for Q4 and beyond. The resultBaidu had a good Q3, but...
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Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.
The last time we wrote about Sina (SINA US) / Weibo (WB US) here was after strong 3Q16 results. At the time, we noted continued market share growth...
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NetDragon: Quality Business with Limited Downside & Unlimited Upside. Value or Growth? Why Not Both!
NetDragon (“ND”) is a true innovator as a Chinese internet company. In addition to online game development and operation, ND has built two...
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China's Ban on For-Profit Schools Provides Attractive Entry into Sector
China recently announced that it bans for-profit private schools for its compulsory education program (Grades 1 to 9). Share prices of Hong...
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