Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Alibaba: Ad Tech Continues to Shine in 2Q16/17
We continue to see strong revenue growth from Alibaba (BABA US) with the latest quarterly results ahead of expectations on the revenue line and...
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China Online Games: Tencent and NetEase Increasingly Dominant.
The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also...
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Raising capital to fund cloud business, massive opportunities along with uncertainties, accumulate
Kingsoft is raising US$350m to fund its cloud computing business. Kingsoft is determined to become the leader in the cloud computing. Kingsoft's...
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