财新传媒
2017年03月24日 12:47

IPOs: Literature Firm Makes New Listing Attempt with Shanda, Tencent Backing

IPOs: Literature Firm Makes New Listing Attempt with Shanda, Tencent Backing

Bottom line: Tencent's online literature unit is likely to make a Hong Kong IPO later this year, and should get a relatively strong reception due to strong backing and its market leading position for a product with stable long-term demand.

Tencent literature unit eyes HK IPO
阅读全文>>
2017年03月23日 09:59

TELECOMS: China Telecom Eyes 5G Network Sharing

TELECOMS: China Telecom Eyes 5G Network Sharing

Bottom line: China Telecom, Unicom and China Broadcasting Network could share the costs of a 5G network to lower costs, while China Mobile is likely to construct a network on its own.

China telcos consider 5G network sharing

阅读全文>>
2017年03月21日 10:04

IPOs: Qudian Moves Toward Blockbuster NY Listing

IPOs: Qudian Moves Toward Blockbuster NY Listing

Bottom line: Qudian's IPO will get a moderately warm reception in New York, drawing interest due to its status as a major private fintech firm but also wariness owing to many uncertainties in the young sector.

Qudian moves closer to IPO

阅读全文>>
2017年03月20日 10:25

ENTERTAINMENT: DreamWorks, Paramount China Tie-Ups Unraveling

ENTERTAINMENT: DreamWorks, Paramount China Tie-Ups Unraveling

Bottom line: Foundering prospects of cross-border tie-ups involving DreamWorks and Paramount shows the love affair between Hollywood and China may be entering a new phase of lowered, more realistic expectations.

DreamWorks Animation eyes sale of China JV stake

阅读全文>>
2017年03月15日 10:41

E-COMMERCE: Ant Trumped in US, Alibaba Reorganizes Video

E-COMMERCE: Ant Trumped in US, Alibaba Reorganizes Video

Bottom line: Ant Financial will counter bid for MoneyGram, following a surprise rival bid for the company, while Alibaba Pictures' absorption of the former Youku Tudou looks like a logical consolidation of Alibaba's filmed entertainment assets.

Ant's MoneyGram offer attracts ......
阅读全文>>
2017年03月14日 09:55

INTERNET: Yidao Talks IPO, in Break with LeEco

INTERNET: Yidao Talks IPO, in Break with LeEco

Bottom line: Yidao's announcement of plans for an IPO hint at a looming sale of the company by controlling stakeholder LeEco, which could be mulling sales of other recently purchased assets in a bid to ease its cash-crunch.

Yidao prepares for IPO

阅读全文>>
2017年03月13日 11:01

SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.

Oppo in India cricket deal

阅读全文>>
2017年03月10日 10:04

LEISURE: Legoland Builds in Shanghai, Royal Caribbean Steers Clear of Korea

LEISURE: Legoland Builds in Shanghai, Royal Caribbean Steers Clear of Korea

Bottom line: Legoland's new Shanghai theme park spotlights the growing lure of China's leisure travel market, while Royal Caribbean's removal of South Korean ports from its China-based trips spotlights how political tensions can affect tourism-reliant businesses.

Legoland com......
阅读全文>>
2017年03月09日 10:10

E-COMMERCE: Alibaba Cranks Up Anti-Piracy Pitch at NPC

E-COMMERCE: Alibaba Cranks Up Anti-Piracy Pitch at NPC

Bottom line: Alibaba's anti-piracy PR blitz during the National People's Congress is aimed at getting attention during the high-profile event, but it will need to keep up its efforts to convince the public and officials its effort is sincere.

Alibaba calls for tougher anti-piracy......
阅读全文>>
2017年03月08日 10:39

TELECOMS: ZTE Settles With US, Looks Forward

TELECOMS: ZTE Settles With US, Looks Forward

Bottom line: ZTE's settlement with the US over illegal sales to Iran will help the company focus on the future, as it advances with plans to move away from low-margin businesses and find more promising new growth areas.

ZTE settles US accusations of illegal sales to Iran

阅读全文>>
2017年03月07日 10:19

IPOs: China Rapid Finance, Lakala Join Race for Financial Listings

IPOs: China Rapid Finance, Lakala Join Race for Financial Listings

Bottom line: This year is likely to see at least a half dozen privately owned financial services companies make public listings in the U.S., Hong Kong and China, with Lakala and Lufax likely to be among the first.

Lakala files for ChiNext IPO

阅读全文>>
2017年03月02日 10:05

GAMES: NetEase Eyes Real Journey to the West

GAMES: NetEase Eyes Real Journey to the West

Bottom line: NetEase's new global expansion could stand a good chance of success due to its strong record with self-developed titles, which could help it pass Baidu in market value over the next 1-2 years.

NetEase holds developer forum in San Francisco

阅读全文>>
2017年02月28日 10:23

MEDIA – LeEco Default Strains China Sports Bubble

MEDIA – LeEco Default Strains China Sports Bubble

Bottom line: LeSport's reported default on payments for Asian Football Confederation soccer games marks the start of the popping of a bubble for sports broadcasting rights dating back to last year.

LeSports soccer drive on the skids

阅读全文>>
2017年02月27日 09:45

SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.

阅读全文>>
2017年02月23日 09:47

TRAVEL: Ctrip Revs Up in Q4, Set to Soar?

TRAVEL: Ctrip Revs Up in Q4, Set to Soar?

Bottom line: Ctrip's profits could double or more this year following its successful digestion of Qunar, providing some upside to its stock.

Ctrip shares set to take off?

阅读全文>>
2017年02月22日 09:50

INTERNET: Baidu’s iQiyi Raises $1.5 Bln, as Investors Hedge Bets

INTERNET: Baidu’s iQiyi Raises $1.5 Bln, as Investors Hedge Bets

Bottom line: iQiyi's issue of convertible notes to raise its latest $1.5 billion shows it continues to post big losses, and investors are increasingly skeptical that it can become profitable in the next 2 years.

iQiyi lures investors with convertible notes

阅读全文>>
2017年02月21日 09:47

TELECOMS: VNO Movement Finally Gains Traction

TELECOMS: VNO Movement Finally Gains Traction

Bottom line: China's VNO program appears to be gaining momentum heading into its third year, and could reach the 200 million subscriber mark by the end of 2017.

Virtual network operators gain momentum

阅读全文>>
2017年02月20日 09:45

INTERNET: Weibo Nets People’s Daily, Passes Twitter

INTERNET: Weibo Nets People’s Daily, Passes Twitter

Bottom line: Weibo's rise from the ashes is likely to be followed by a decline similar to the one after its initial rise, as the current boom in live broadcasting wanes or that part of its business gets stolen by a better product from rival Tencent. 

Weibo links with People'......
阅读全文>>
2017年02月17日 09:50

E-COMMERCE: Alibaba, JD.com Step Up Supermarket Drive

E-COMMERCE: Alibaba, JD.com Step Up Supermarket Drive

Bottom line: Alibaba could buy the RT-Mart supermarket chain this year to boost its grocery business, while JD.com's more online-focused effort and push into smaller cities looks like a better approach to the sector.

Alibaba grocer drives into Sun Art, JD goes to small cities
<......
阅读全文>>
2017年02月15日 09:51

E-COMMERCE: Wanda’s E-Commerce Foray Running on Empty?

E-COMMERCE: Wanda’s E-Commerce Foray Running on Empty?

Bottom line: Wanda will continue to operate its ffan e-commerce site for another year, following the departure of its CEO, but could quietly end the initiative afterwards due to lack of synergies with its brick-and-mortar shopping malls.

Success evades Wanda in e-commerce

阅读全文>>