China Keeps Its Lead in Supercomputing
This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of...
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Sina/Weibo: Ad Budgets Moving to Social Media
The recent 3Q16 results from Sina Corp (SINA US) and Weibo (WB US) were largely in-line with NSR's forecasts, driven by continued market share...
353 Views
Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
539 Views
Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
349 Views
Alibaba Raised Its Stake in Weibo; A Full Acquisition Possible. BUY Sina Corp.
On Sept. 9, Weibo Corp (ADR) (WB US) stated in a US SEC filing that Alibaba Group Holding Ltd (BABA US) has acquired 3m shares of Weibo at...
698 Views