Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in theĀ Chinese market. We define the value chain and discuss the capabilities at...
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Pilot Safety on Chinese Aircraft Carriers
A report about the death of a pilot landing on the prestigious Liaoning aircraft carrier raises important questions over safety and the quality of...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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Focus Media: Ā An Example of Why Chinese Firms Want To "Come Home"
We discussed the issues facing Chinese internet companies wanting to go through a delisting/relisting process inĀ China Internet: Going Private...
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