In today’s briefing:
- ZEE Entertainment- Paying the Price
- VLSI Japan: It’s Better on the Backside
- Tencent/700.HK: Pros and Cons of Wechat Video Accounts, a Summary of On-The-Ground Discussions
- Elon Musk Doesn’t Want You To Get Too Attached To Twitter’s New CEO
ZEE Entertainment- Paying the Price
- Zee Entertainment Enterprises (Z IN) ‘s tussle with the regulators and legalities seem to be perpetual in nature.
- SEBI’s interim order highlights the abuse of promoters’ position in the company in order to siphon-off funds, ultimately benefiting the promoter family. SEBI has directed promoters to resign as directors.
- Since the irregularities are now being made public, eyes now would be on the proposed Zee-Sony merger, which could further be delayed.
VLSI Japan: It’s Better on the Backside
- Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.
- Today it’s one of the best places to present cutting-edge research in circuit technology.
- The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.
Tencent/700.HK: Pros and Cons of Wechat Video Accounts, a Summary of On-The-Ground Discussions
- Recently, there has been an increase in discussions about Wechat Video Accounts (known as “ShiPinHao”) on local Chinese media and social networks.
- Overall, merchants acknowledge the potential of Video Accounts and are willing to give it a try, but the results vary significantly among different businesses.
- We expect that Wechat Video Account will remain to have a high speed growth in the next several quarters, but the market expectation is also high.
Elon Musk Doesn’t Want You To Get Too Attached To Twitter’s New CEO
- New Twitter CEO is only days into her new job and there already are warning signs she and Musk are bound to clash.
- Musk demonstrates he’s not interested in anyone else actually running Twitter or making it safe for key advertisers or even breakeven.
- Bad news for all of Twitter’s stakeholders, including its wary bankers still unable to offload to investors a refi of its crushing debt.
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