Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
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Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.
The last time we wrote about Sina (SINA US) / Weibo (WB US) here was after strong 3Q16 results. At the time, we noted continued market share growth...
394 Views
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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