Weibo (WB) – Recent Censorship Not A Concern, Will Grow Strongly
This week, China government frequently deletes posts and accounts in Weibo (WB) in order to eliminate comments on extended state presidential...
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Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) / Weibo (WB US) 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
279 Views
Alibaba Group Holdings Limited (NYSE: BABA) C4Q17: Time to Look for the Next Driver
● BABA reported top line, non-GAAP operating profit and GAAP net income (3.4)%, (18)% and (12%) below our estimates. Main reason for the fall seems...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
317 Views
The Future of Investment Research: Time to Democratise Data for Independent Research Providers?
There is a wide array of alternative data on various websites, and this market is expected to double from 2016 to 2020, reaching USD 400m,...
299 Views