Baidu's Mega Bullish Formation Part II
Our original BIDU buy call on April 30 2017 Buying Baidu's Mega Bullish Formation called for buying below 180 for a mega bullish breakout of...
295 Views
Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
699 Views
Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
550 Views
Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
449 Views
China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny
Momo Inc (MOMO US) stock trades on sequential growth of MAU. Without showing steady growth of MAU, stock’s valuation will come down to 10x 2018E...
209 Views