Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo
We have met a number of theĀ Chinese internet companies recently, among themĀ SINA, the 56% shareholder of Weibo. Ā As with a number of these...
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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 CorpĀ (Sina) and Weibo Corp Spon AdrĀ (Weibo). Sina is an old school internet stock, having been at the forefront...
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Netease Games Growth Starting to Slow
Netease Inc AdrĀ (NTES) is the global leader in mobile game publishing, with revenue ahead ofĀ Tencent Holdings LtdĀ (Tencent) in recent iOS monthly...
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Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150mĀ and US$70mĀ placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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