Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
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Weibo: Regulatory Risk Returns but Impact Is Still Unclear.
Having just upgraded Weibo (WB US) on improving visibility, a problem has arisen. We have been increasingly appreciative of the growth potential...
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Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning
Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...
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Sina/Weibo on Track for Revenue Acceleration
We are more positive on the growth potential of Weibo (WB US) after it beat expectations in 1Q. China is still in an early stage of social...
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LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?
We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...
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