China's New Internet Ad Rules Started - Baidu Complies But Sougou Cheats; O2O Consolidation Not Near
China's new Internet advertising rules became effective on September 1. Our checks show that Baidu has been complying strictly with them. However,...
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Meitu, Inc.'s IPO Preview - Not As Pretty As What Its Apps Will Make You Look
Meitu, Inc. offers six photo-editing apps and one video and live broadcasting app, as well as sells its own branded handsets. Its apps have been...
619 Views
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Tencent, The Increasing Power of Mobile
Vincent Fernando summarized the details of the recent Tencent (700 HK) results in Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth...
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China's Ad Market Post 2Q Results - BABA Best Positioned; Least Vulnerable to Regulatory Risks
BABA, Baidu, Tencent, Sina and Weibo together accounted for 71% of China's digital advertising spending in 2015. Their combined share will likely...
322 Views