Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
368 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...
298 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...
336 Views
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...
339 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
282 Views