Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17.  Earlier this year, the China Consumers' Association (CCA)...
406 Views
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...
281 Views
21 Things Worth Knowing Today (Issue 3)
Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...
254 Views
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...
457 Views
The War of the Worlds (Part 4) - The Empire Strikes Back - On the Ground in J-Town
The online versus offline battle for supremacy continues apace in Indonesia and now it is the turn regulators to play their part. Firstly, an...
280 Views