Japan Fintech - Digital Garage (4819) Getting in On the Act
It was always likely to be just a matter of time before the three main players in the Japanese ePayment market, SBI Holdings (8473 JP), Digital...
496 Views
StubWorld - Set-Up & Unwind Extremes:Â Sina Corp, JCNC
This week I briefly look at the ongoing bifurcation in Sina Corp (Class A) (SINA US) vs. %-held Weibo Corp (ADR) (WB US)Â after its MI double down;...
479 Views
Facebook (FB US) - Sheryl's Trip to DC Is About More than Russia, and That's a Problem
Reports that Facebook (FB US) is dispatching Sheryl Sandberg, its high-profile chief operating officer, to Washington, D.C., this week, is an...
284 Views
Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
415 Views
Sina/Weibo on Track for Revenue Acceleration
We are more positive on the growth potential of Weibo (WB US) after it beat expectations in 1Q. China is still in an early stage of social...
616 Views