JD.Com: Market Concerns on Profitability Overdone
The stock reacted poorly to recent results, falling as much as 12% in subsequent days and mounting a weak recovery (so far). The market is...
276 Views
China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks. Our view has been that just looking at the...
278 Views
Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
204 Views
China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
229 Views
Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina Corp (Sina) and Weibo Corp Spon Adr (Weibo). Sina is an old school internet stock, having been at the forefront...
230 Views