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...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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Alibaba 1QFY17 Results Preview - Focus on Revenue Growth, and Trend of Losses at Subsidiaries
Alibaba will announce its 1QFY17 (Apr to Jun 2016) results on Aug 11 (Thurs). We expect its results to be strong, given 37% YoY growth in...
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