Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
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China Newsfeeds Advertising: Catfish Agitates the Sector
●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...
215 Views
21 Things Worth Knowing (#10)
In Today's IssueA Corruption convention, chicken nuggets, rampant growth of corporate market power, Turkish airport passenger growth, reducing...
364 Views
Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
663 Views
Negative EVs: JOYY & Sohu's Steep Discount To Net Cash
I'd tilt slightly towards Sohu. It did successfully sell Sogou; whereas Joyy failed to sell YY live. That may provide some insight as to how the...
705 Views