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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

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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.

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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?

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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

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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

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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'......
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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
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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

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2017年02月14日 09:49

INTERNET: Baidu Tackles Profit-Challenged Nuomi, Takeout Dining

INTERNET: Baidu Tackles Profit-Challenged Nuomi, Takeout Dining

Bottom line: Baidu could soon make big cuts at Nuomi and sell or spin off the unit by year end, while it will also put its takeout dining unit on a strict diet that forces it to show a clear path to profitability by year end.

Nuomi set for haircut in 2017?

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2017年02月13日 09:48

INTERNET: Ofo Raises Another $150 Mln in Dead-End Race

INTERNET: Ofo Raises Another $150 Mln in Dead-End Race

Bottom line: Ofo and rival Mobike will use their hundreds of millions of dollars in new funds to buy better and more expensive bikes to flood city streets, even though neither has a sustainable business model that can justify such long-term expense.

Ofo raising $150 mln in new funds
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2017年02月10日 09:41

SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

Bottom line: Xiaomi stands a better than 50 percent chance of stabilizing this year and reversing its 2-year-old decline, based on its push into brick-and-mortar retailing and positive reviews for its newest higher-end model.

Xiaomi builds up brick-and-mortar presence

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2017年02月09日 09:26

INTERNET: Google Seeks Partner for China Return

INTERNET: Google Seeks Partner for China Return

Bottom line: Google will get permission from Beijing to open a Chinese version of its app Play Store later this year, most likely through a joint venture with NetEase or Tencent.

Google, NetEase talk China Play Store JV

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2017年02月08日 09:42

RETAIL: Yum China Looks Flat in Maiden Report

RETAIL: Yum China Looks Flat in Maiden Report

Bottom line: Yum China's maiden quarterly report and $300 million share buyback program highlight a company that needs to move more aggressively and take more risks to regain its footing after being spun off from its US parent.

Yum China posts unimpressive maiden quarterly report
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2017年02月06日 09:54

SMARTPHONES: Lenovo Starts Rebuilding Year with Samsung Poach

SMARTPHONES: Lenovo Starts Rebuilding Year with Samsung Poach

Bottom line: Lenovo could reverse its smartphone decline this year under a new leadership team anchored by a respected company veteran, though chances of success are relatively low due to stiff competition and magnitude of the task.

Lenovo nets former Samsung smartphone exec

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