MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
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Baidu's 2017 Q3: How to Lose by Winning
Stockholders ignored Baidu’s excellent Q3 results and sold the stock on reduced expectations for Q4 and beyond.  The resultBaidu had a good Q3, but...
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21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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Baidu 3Q17: Earnings Beat but Stock Falls 11% as Guidance Disappoints
What You Need to Know Revenue rose 28.7% to RMB23.5 billion, while adjusted diluted EPS grew 162% to US$3.89. Revenue was roughly in-line with...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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