Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. Â We remain bullish China and H shares outside of a...
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SINA / WB: SINA to Distribute WB Shares - A 6.3% Dividend In-Specie
SINA announced today that it will distribute one Weibo Class A ordinary share to the holder of each ten SINA ordinary shares (see press release)....
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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China's Ad Market Post 2Q Results - BABA Best Positioned; Least Vulnerable to Regulatory Risks
BABA, Baidu, Tencent, Sina and Weibo together accounted for 71% of China's digital advertising spending in 2015. Their combined share will likely...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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