The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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NetDragon: Value Emerges as Education Segment Is Now Free!
Netdragon Websoft Inc (777 HK) announced 1Q17 results [link] on 13th June. The company achieved positive EBITDA for the quarter, while non-GAAP...
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CDEL's 2Q Growth Despite Headwinds + Moats + Net Cash Makes It an Attractive Edtech Firm
In an era where online courses and ongoing education are starting to get popular, China Distance Education Hldgs Ltd (ADR) (DL US) has already...
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An Online Education Company Whose Negatives Are Priced-In, but Growth Is Not
As part of the Edtech series introduced earlier, I will be featuring educational companies focused on mobile learning and virtual classrooms,...
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NetDragon: Education Business to Be Profit-Making in FY17
NetDragon's FY16 headline numbers show widened losses as 4Q is traditionally a low season for the education industry. However, the company gave out...
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