US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
453 Views
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...
293 Views
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...
332 Views
China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong LtdĀ (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
278 Views