China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results fromĀ China Mobile LtdĀ (CM) in particular are supportive of the Chinese internet stocks. Ā Our view has been that just looking at the...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina CorpĀ (Sina) and Weibo Corp Spon AdrĀ (Weibo). Sina is an old school internet stock, having been at the forefront...
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Does 1948 Consent Decree Limit Viacom's Search for Paramount Stakeholder?
Viacom would likely face few antitrust concerns should a rival studio like 21st Century Fox or a firm like Dalian Wanda Group or Alibaba acquire a...
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