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...
365 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
NetEase 1Q16 Results Could Be a Pleasant Surprise
When we last wrote aboutĀ Netease Inc AdrĀ (NetEase) inĀ Netease Games Growth Starting to SlowĀ , our concerns were about slowing games growth. The...
275 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
Morningstar Exponential Technology Index
The MorningstarĀ® Exponential Technology IndexĀ is designed to provide exposure to equities identified by Morningstarās Equity ResearchĀ team as...
566 Views