The Sky Remains Blue for Travelsky: Not Cheap at Current Valuation but a Monopoly Play in China
First mover's advantage, a high entry barrier, protectionist government policy for domestic flight booking, they sound like a lasting dominant...
319 Views
KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
236 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.3k Views
China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
318 Views
China Keeps Its Lead in Supercomputing
This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of...
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