China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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Bilibili IPO Preview: Myths About Generation Z
Bilibili Inc (BILI US) filed for an NYSE IPO to raise $400 million on 2 March. It is a Chinese online video platform themed around anime, manga,...
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China Newsfeeds Advertising: Catfish Agitates the Sector
●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...
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Weibo (WB) – Recent Censorship Not A Concern, Will Grow Strongly
This week, China government frequently deletes posts and accounts in Weibo (WB) in order to eliminate comments on extended state presidential...
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Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) / Weibo (WB US) 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
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