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...
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We Expect Mobile Game Softness at Netease to Remain in 2017
We remain positive on the long-term prospects for NetEase (NTES US), which we see as one of the dominant online game companies in China (along with...
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Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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Netease Q3 Update: Awaiting New Blockbuster Games
We believe that without the launches of a few new major mobile games, the upside in the stock of NetEase Inc (ADR) (NTES US) is capped. As of Q2,...
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Last Week in Event SPACE (27 August 2017)
This week, the market allocated a degree of credit to Naspers Ltd (NPN SJ) stub assets; Toshiba Corp (6502 JP) potentially ducked an (other)...
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