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位置:博客 > Doug Young > 文章归档 > 2017年08月
2017年08月31日 10:21

CHIPS: Samsung Chases China Goodwill With Massive Chip Expansion

CHIPS: Samsung Chases China Goodwill With Massive Chip Expansion

Bottom line: Samsung's new $7 billion investment in a chip expansion in Xi'an should help to earn big government goodwill, which could help position its smartphone division for a rebound in China.

Samsung expands chip chip plant

A major new China investment by chip maker Samsung (Seoul: 005930) is spotlighting just how important the market has become to the company, and So...

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2017年08月30日 09:49

IPOs: Alibaba-Backed Logistics Firm Stumbles Towards IPO Gate

IPOs: Alibaba-Backed Logistics Firm Stumbles Towards IPO Gate

Bottom line: Best Inc is likely to make its New York IPO in the next two weeks, but its shares will price in the middle of their range and debut weakly due to stiff competition in the logistics sector.

Best Inc. raises IPO target

It's been a quiet year so far for major Chinese IPOs in New York, but all that looks set to change soon with several major offerings coming down ...

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2017年08月28日 10:57

SMARTPHONES: LeEco Mobile Chief Leaves, Ending Jia Era

SMARTPHONES: LeEco Mobile Chief Leaves, Ending Jia Era

Bottom line: The rumored departure of LeEco's mobile chief is likely to be followed by the official closure of its smartphone division and sale of its Coolpad stake by the end of October.

LeEco mobile head reportedly resigns

As we approach the first anniversary of the crisis that has seen the rapid demise of LeEco (Shenzhen: 300104), the latest headlines are hinting at the...

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2017年08月24日 10:27

E-COMMERCE: JD Shops for Expansion in Thailand

E-COMMERCE: JD Shops for Expansion in Thailand

Bottom line:  JD.com's Thai joint venture looks like a smart move into Southeast Asia, though it shouldn't move too aggressively abroad and instead focus on becoming profitable.

JD.com tests out Thailand

China's big Internet companies have a pretty varied record for expanding abroad. At one extreme there's Alibaba (NYSE: BABA), which is using its big cash pot to buy a wide...

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2017年08月23日 10:44

MEDIA: Sina, Focus Media Team on PR Investment

MEDIA: Sina, Focus Media Team on PR Investment

Bottom line: Focus Media could make a bid for Sina's core web portal assets within the next year, following their co-investment in a fashion public relations specialist.

Sina, Focus Media invest in Bazaar

It's a relatively slow time during the final dog days of summer here in Beijing, so I thought I would zoom in on an interesting new investment in a company called Bazaar ...

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2017年08月22日 10:29

INTERNET: Baidu Spits Out Takeout Dining Service

INTERNET: Baidu Spits Out Takeout Dining Service

Bottom line: Baidu could announce a sale of its takeout dining unit to Ele.me by the end of the month, in a smart exit that will leave the industry with two major players and could result in a major write-off for Baidu.

Baidu takeout gets taken out

In a move that's been a long time coming, media are reporting that search giant Baidu (Nasdaq: BIDU) is on the cusp of a de...

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2017年08月17日 10:25

TELECOMS: Giddy Unicom Picks 14 Mixed-Ownership Partners

TELECOMS: Giddy Unicom Picks 14 Mixed-Ownership Partners

Bottom line: Unicom's choice of 14 partners for a mixed-ownership reform plan involving its Shanghai-listed unit is far too many, and is ultimately likely to fail when those partners become frustrated and sell their shares.

Unicom puts 14 new partners into its mix

What I feared might happen has come to pass in a mixed-ownership reform plan being crafted by China Unicom (HK...

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2017年08月15日 10:01

RETAIL: Alibaba, Tencent Take Wars to Convenience Stores

RETAIL: Alibaba, Tencent Take Wars to Convenience Stores

Bottom line: Alibaba's move into unmanned coffee shops could stand a strong chance of success due to its relative simplicity, while WeChat's move into Hong Kong convenience stores should also be relatively well received.

Alibaba samples coffee shops

Convenience stores are shaping up as the next battlefield in the wars for supremacy between Internet titans Alibaba (NYSE: BA...

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2017年08月14日 10:11

FINANCE: Jack Ma's Yu'ebao Fund Gets Too Fat

FINANCE: Jack Ma's Yu'ebao Fund Gets Too Fat

Bottom line: Yu'ebao's further lowering of investment limits shows the Ant Financial-owned fund is growing too unwieldy, and the company would be better advised to diversify its wealth management product portfolio.

Yu'ebao gets too fat on cash

Alibaba (NYSE: BABA) founder Jack Ma is quickly discovering that his super-aggressive promotional ways can sometimes yield too much...

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2017年08月11日 09:43

INTERNET: Mobike Outage Leaves Commuters Sweaty, Late for Work

INTERNET: Mobike Outage Leaves Commuters Sweaty, Late for Work

Bottom line: A peak-time outage for Mobike highlights how popular the shared bike service has become in a very short time and its vulnerability to hiccups, even though bigger issues are more likely to threaten its longer-term survival.

Mobike sees mass outage

We'll end the work week with a story about work itself that shows just how pervasive shared bike services have b...

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2017年08月08日 10:24

INTERNET: Tencent - China's New Opiate of the Masses?

INTERNET: Tencent - China's New Opiate of the Masses?

Bottom line: Tencent could be forced to take more measures to control addictive play of its popular "Honour of Kings" game, which could take a short-term toll on its gaming business.

Military critical of Tencent hit game

Internet juggernaut Tencent (HKEx: 700) has been in nonstop headlines lately for its smash hit game called "Honour of Kings", along with its stock price t...

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2017年08月07日 10:38

SMARTPHONES: Smartisan Gets New Funding, But From Where?

SMARTPHONES: Smartisan Gets New Funding, But From Where?

Bottom line: Smartisan's new funding and plans to produce 5-6 smartphones a year look like an anomaly in the highly competitive market, and it's unlikely to survive as a standalone entity over the next 5 years.

Smartisan gets new funding

I was a bit surprised to read that a clear second-tier smartphone player, the uppity Smartisan, has received 100 million yuan ($147 milli...

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2017年08月03日 10:28

TELECOMS: Unicom Plan Gaining Too Many Partners

TELECOMS: Unicom Plan Gaining Too Many Partners

Bottom line: Unicom's mixed-ownership reform plan could prove a dud if it chooses too many partners, which looks likely based on the latest reports.

Unicom eyes too many cooks for pilot plan

I haven't written for a while about a highly anticipated plan to inject some new life into perennial laggard telco China Unicom (HKEx: 762; NYSE; CHU) through a Beijing-led pilot progr...

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2017年08月02日 10:15

TRAVEL: Ctrip Travels Offline, Tongcheng Finds Profits

TRAVEL: Ctrip Travels Offline, Tongcheng Finds Profits

Bottom line: Ctrip's offline travel alliance campaign looks like a shrewd move with good chances of success, while Tongcheng's move back into profits shows the sector is heading into a new stable period.

Tongcheng travels back to profits

A couple of travel-related stories are in the headlines today, led by a blitz into the offline realm by leading online agent Ctrip (Nasda...

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2017年08月01日 10:46

IPOs: Sohu to List Sogou, AirMedia Lowers Buyout Offer

IPOs: Sohu to List Sogou, AirMedia Lowers Buyout Offer

Bottom line: Sohu's plan to list its Sogou search unit has a 50-50 chance of happening this year, while AirMedia's 2-year-old privatization plan is likely to close within that period.

Sohu talks IPO for Sogou -- again

A couple of IPOs are in the headlines as we head into the new week, led by an often-discussed offering by perennial third-place search engine Sogou, which is...

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