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2018年04月18日 13:16

TELECOMS: ZTE Slapped with US Sanctions — Again

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Bottom line: Washington's new ban on ZTE from buying US-made components is not as political as China is portraying it, and is likely to be resolved within a few weeks after ZTE takes remedial actions related to its violation of an earlier agreement.

An ongoing tiff between Washington and ZTE (HKEx: 763; Shenzhen: 000063) is in the headlines yet again, with word that the US has banned all American companies from selling to the Chinese smartphone and telecoms equipment maker for seven years. This particular story is filled with political overtones due to the anti-China stance of D......

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2018年04月16日 11:19

SMARTPHONES: Foxconn Rises on Apple, Huawei and Xiaomi

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Bottom line: Foxconn's taking of the smartphone manufacturing crown from Samsung reflects the resurgence of Apple and rises of Huawei and Xiaomi, and could ultimately force other brands to use such third-party producers.

Today we'll take a step back from the usual name-brand smartphone rankings to look at a new report that shows that Taiwan's Foxconn (HKEx: 2038) is emerging as one of those "industry leaders you never heard of", quietly supporting some of the fastest-growing names. That's the big takeaway from the latest figures from data tracking firm......

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2018年04月09日 11:51

SMARTPHONES: Gionee Treads Water as China Smartphone Sales Plunge

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Bottom line: Skidding sales in China's oversaturated smartphone market are long overdue, and could claim Gionee as a first major victim by year-end.

The inevitable is finally happening, and China is showing signs of smartphone burnout. The latest government data is showing that first-quarter smartphone sales in China plunged 26 percent, which is one of the largest drops I can ever recall. In this case we can't really blamed the usual seasonal effect, since this is a quarterly number that includes both January and February -- the two months when Lunar New Year falls.

A......

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2018年04月06日 11:46

INTERNET: Alibaba Devours Ele.me, Meituan Swallows Mobike

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Bottom line: Alibaba's purchase of Ele.me and Tencent-backed Meituan's purchase of Mobike underscore the growing rivalry between Alibaba and Tencent, as each uses its deep pockets to try and dominate money-losing emerging sectors.

Trade wars are making all the big headlines these days in US-China news, forcing a couple of mega-mergers that would normally be front-page news into the back pages. Each of the latest deals is quite significant for China's Internet, as both quietly underscore the increasingly intense rivalry between titans Alibaba (NYSE: BABA) and Tencent (HKE......

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2018年04月02日 12:15

TELECOMS: Huawei Feasts on China Market

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Bottom line: Huawei's strong revenue and profit growth for 2017 are coming largely on the back of its home China market, which should continue to boost the company as Beijing aggressively pushes upcoming 5G services.

Telecoms giant Huawei is in the headlines as the new week begins, with word that the company has rekindled its profit growth in its latest reporting year. Unlike other companies, Huawei isn't publicly traded and thus isn't required to release any financials, which always means we need to take their numbers with a slight grain of salt. But generally speaking ......

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2018年03月30日 10:32

STOCKS: Lenovo, China Telecom Mull CDR Homecomings

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Bottom line:  Hong Kong-listed "Red chip" stocks like Lenovo and China Telecom could eventually make secondary listings in China under a new CDR program, but will be forced to wait behind higher-profile Internet names like Alibaba.

With all of the major IPOs for the week now in the history books, as most of the world takes a vacation for Good Friday, I thought I'd close out the week here in China with yet another angle on the China Depositary Receipt (CDR) program that is creating lots of buzz. Regular readers will know this is a reference to China's planned t......

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2018年03月28日 11:19

IPOs: Greentree Sags in Debut, as iQiyi and Bilibili Line Up

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Bottom line: Bilibili and iQiyi are likely to price in the middle of their ranges and debut flat to up slightly when their IPO shares start trading this week in the US.

This week is shaping up as one of the busiest I can recall for New York IPOs by Chinese firms, with at least four major listings set to take place. The first of those sputtered out of the gate on Tuesday, with hotel operator Greentree (NYSE: GHG) dropping 7 percent in its trading debut after pricing weakly and slashing the size of its offering. That less-than-stellar showing comes just days after another non-tech off......

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2018年03月26日 12:44

SMARTPHONES: Apple CEO Caught in Hard Place in US-China Tensions

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Bottom line: Apple's Tim Cook and other big global CEOs active in China will need to walk a fine line to avoid being forced to take sides in ongoing US-China trade frictions.

Apple (Nasdaq: AAPL) CEO Tim Cook was in China once again this past weekend, in what seems to be becoming his second home. This time around Cook was one of the few corporate chiefs attending the China Development Forum, a major annual conference sponsored by China's State Council. The event is mostly peopled by academics and government officials, and thus Cook's attendance is both a feather in Beiji......

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2018年03月19日 11:20

IPOs: iQiyi, Bilibili Juice Up Fund-Raising Targets

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Bottom line: iQiyi and Bilibili should price near the top of their higher IPO price ranges, as each benefits from strong investor sentiment fueled by their unique offerings and a potential new plan to concurrently list their shares in China. 

Anyone who was worried that a regulatory crackdown on fintechs late last year might dampen broader enthusiasm for Chinese stocks can relax. That's my key takeaway from the latest headlines, which show that two non-fintech Internet firms are experiencing stronger-than-expected demand for their upcoming listings in New York.

Leadi......

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2018年03月15日 12:17

INTERNET: Baidu Rejigs Maps in Face of Competition

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Bottom line: Baidu's reorganization of its mapping unit reflects growing competition in the space, and could ultimately end in a shuttering of the service if its usage continues to decline. 

The wheels of restlessness at online search leader Baidu (Nasdaq: BIDU) are grinding into motion once more, with word that the company has made a major shift in its popular mapping division. Company watchers will know the restlessness to which I refer is a direct reference to Baidu's founder Robin Li, who is famous for getting into new businesses, only to tire of and ultimately jett......

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2018年03月07日 11:16

STOCKS: China Eyes Quick Route Home for Offshore-Listed Firms

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Bottom line: A new plan allowing offshore listed Chinese firms like Alibaba and Tencent to make secondary listings at home appears to have momentum and could stand a better than 50 percent chance of success.

A mix of politics and business is in the air this week, as the annual National People's Congress takes place in Beijing, including a concurrent gathering of business leaders who advise the nation's legislature. Those leaders include most of the country's leading high-tech CEOs, who are all getting peppered with questions about whether they would re-list at home if gi......

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2018年03月02日 10:57

INTERNET: Didi, Meituan Drive Into Each Others’ Turf in Search of Growth

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Bottom line: Didi's foray into takeout delivery and Meituan's into private car services look like moves of desperation to make the companies more attractive as they get pressured to make IPOs by the end of next year.

Two of China's biggest unlisted internet companies are in the headlines as the week winds down, each taking a shot at the other's turf. One headline has the Uber-like Didi Chuxing hiring in preparation to launch a takeout dining service like the one operated by Meituan-Dianping. The other has Meituan-Dianping preparing to roll out its own private car ser......

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2018年02月28日 11:03

E-COMMERCE: Alibaba Salivates at Ele.me in ‘New Retail’ Vision

分类：互联网, 天下, 新知, 民生, 生活, 科技, 行走, 记者博客, 证券, 趋势    标签： , , , , ,    阅读：    评论：0

Bottom line: Alibaba's potential purchase of Ele.me could be the biggest piece yet in its pursuit of a "new retail" model, but could result in a case of indigestion as it tries to make the company profitable.

When it comes to acquisitions, e-commerce giant Alibaba (NYSE: BABA) seems to have an insatiable appetite these days. After investing some 80 billion yuan ($12.7 billion) in brick-and-mortar retailing over the last couple of years, the company is now setting its eyes on take-out dining specialist Ele.me, in a deal that could cost it around another $5 billion.

<......
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2018年02月26日 10:58

IPOs: Redlands Shines Spotlight on Education, Low-Tech IPO Pipeline

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Bottom line: New listing plans by education firm Redlands and steel-trading platform Zhaogang point to lower-tech offshore IPOs taking center stage in the first half of the year until the situation for fintech candidates stabilizes.

With fintech offerings in a holding pattern, a stream of lower-tech IPOs are finding their way to market in the first few months of this year. The latest of those is education company Redlands, which has just filed to sell up to $300 million worth of stock in a New York listing. At the same time another lower-tech offering, a steel-trading platform calle......

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2018年02月23日 13:05

CHIPS: US Kills China Deals to Buy Xcerra, Chicago Stock Exchange

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Bottom line: Two new vetoes for Chinese purchases of US microchip and financial companies are the latest signals the Donald Trump administration intends to use such vetoes to fight for a more balanced trade relationship.

What started as a trickle of dying cross-border deals involving Chinese buyers of US assets is showing signs of becoming a flood, with two new vetoes hitting the headlines. The latest of those is from the all-too-familiar high-tech chip sector, and has US chip maker Xcerra (Nasdaq: XCRA) saying it is scrapping its plan to be purchased by a Chinese buyer after failin......

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2018年02月22日 08:20

SMARTPHONES: Xiaomi Wins India, Makes First Visit to Top Trade Show

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Bottom line: Xiaomi's taking of the India smartphone crown and attendance at a major trade show next week are aimed at boosting its profile in the run-up to its IPO. 

Hype is building in the run-up to what's likely to be one of the largest high-tech IPOs this year, with word that smartphone maker Xiaomi has snatched the India crown from a fading Samsung (Seoul: 005930) and is also making its first visit to the world's top telecoms trade show next week. Both events are important milestones for a resurgent Xiaomi, as it attempts to boost its profile for a public listi......

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2018年02月07日 10:31

TELECOMS: Spurned by US, Huawei Turns to UK

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TELECOMS: Spurned by US, Huawei Turns to UK

Bottom line: Huawei's latest big financial commitment to the UK is mostly for show, but Britain could still emerge as a winner over the longer term if Huawei conducts more R&D work in its British labs.

Huawei gives $4.2 billion gift to UK

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2018年02月05日 10:29

MEDIA: DreamWorks Crashes Out of China Animation JV

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MEDIA: DreamWorks Crashes Out of China Animation JV

Bottom line: DreamWorks Animation's withdrawal from its China joint venture marks the end of an explosive phase in China-Hollywood tie-ups, with one-off co-production deals the most likely form of cooperation going forward.   

Take-two for DreamWorks Animation China JV......
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2018年02月02日 10:38

FINANCE: Ant Financial Crawls Back into Bed with Alibaba

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FINANCE: Ant Financial Crawls Back into Bed with Alibaba

Bottom line: Alibaba's purchase of 33 percent of Ant Financial looks like a shrewd move for both firms, making Ant more attractive in the run-up to an IPO likely to be one of the world's biggest this year.

Alibaba and Ant back together

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2018年01月31日 11:19

INTERNET: Toutiao Sues Baidu Over Search Abuse

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INTERNET: Toutiao Sues Baidu Over Search Abuse

Bottom line: Baidu's anti-competitive behavior alleged in a lawsuit by Jinri Toutiao won't have a long-term effect on its stock, but will draw the attention of an increasingly assertive anti-trust regulator.

Toutiao sues Baidu for manipulating search results

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