Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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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...
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Sina / Weibo: Capturing the Shift to Mobile Advertising in China
We have recently initiated on Sina Corp (Sina) and Weibo Corp Spon Adr (Weibo). Sina is an old school internet stock, having been at the forefront...
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NetEase 1Q16 Results Could Be a Pleasant Surprise
When we last wrote about Netease Inc Adr (NetEase) in Netease Games Growth Starting to Slow , our concerns were about slowing games growth. The...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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