Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Baidu's 2017 Guidance Disappoints. Struggling with Weak Revenue and High Costs. Recovery Delayed.
We have been somewhat bearish on Baidu (BIDU US) and highlighted this at the last quarter's results. Nothing we see in the latest numbers really...
233 Views
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...
279 Views
5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
598 Views