Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.
Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...
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Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ), one...
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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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China Literature IPO Preview: Time to Monetize Its Rich Content Library
China Literature (CHLIT), an online publisher of literary works in China, is seeking a HK-listing. It operates in the digital media space and...
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China Smartphone Market H1 2017 & IPhone CQ2 Preview
Weak China Sales Weighed in iPhone Global Shipment in CQ2In H1 2017, ~19 mm iPhones were activated in China, representing an 8% decline...
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