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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