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2017年09月29日 10:21

IPOs: ZhongAn Pops in Trading Debut, But Does It Have Legs?

IPOs: ZhongAn Pops in Trading Debut, But Does It Have Legs?

Bottom line: ZhongAn should perform reasonably well over the short- to medium-term by drawing on its big-name investors for business, but faces uncertainty due to an untested business model.

ZhongAn banks on online insurance

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2017年09月27日 10:24

FINANCE: Alipay Chases HK Consumers in JV with Local Tycoon

FINANCE: Alipay Chases HK Consumers in JV with Local Tycoon

Bottom line: Alipay's joint venture with Li Ka-shing targeting local Hong Kong customers looks like a shrewd approach in its first major foray of that kind, though it will face skepticism about its ability to protect user privacy.

Alipay turns up HK drive with new JV

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2017年09月26日 10:17

NEW ENERGY: ReneSola, Canadian Solar Focus on Plant-Building as New US Tariffs Loom

NEW ENERGY: ReneSola, Canadian Solar Focus on Plant-Building as New US Tariffs Loom

Bottom line: Diversification moves away from manufacturing by Canadian Solar and ReneSola could bring more stability to the companies, while panel makers are likely to take a big hit from new US anti-dumping measures.

ReneSola, Canadian Solar in new diversification moves

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2017年09月25日 10:19

IPOs: Biotech Listing Pops, E-Commerce Flops, Fintech to Come

IPOs: Biotech Listing Pops, E-Commerce Flops, Fintech to Come

Bottom line: A flurry of IPOs for offshore Chinese tech firms marks the start of an upcycle following a three year lull, with fintechs likely to be the top stars.

Secoo fizzles in trading debut

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2017年09月22日 10:18

SMARTPHONES: HTC Ties Up With Google, Or Does It?

SMARTPHONES: HTC Ties Up With Google, Or Does It?

Bottom line: Google's purchase of HTC's Pixel assets is a sign of no confidence in HTC's chances of longer-term survival as an independent smartphone maker.

Google's HTC purchase: reason for optimism or pessimism

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2017年09月20日 10:32

IPOs: Fintech Hot, Logistics Not in New Listings for Qudian, Best

IPOs: Fintech Hot, Logistics Not in New Listings for Qudian, Best

Bottom line: ZhongAn's and Qudian's IPOs are likely to price and debut strongly over the next few weeks on excitement about China fintech, while Best's will debut to indifference following the slashing of its size.

ZhongAn, Qudian IPOs look hot

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2017年09月18日 10:54

M&A: Cowen, MoneyGram Deals Wait for US Nod, Xinhua Lectures Trump

M&A: Cowen, MoneyGram Deals Wait for US Nod, Xinhua Lectures Trump

Bottom line: The US could veto the purchase of brokerage Cowen by a Chinese energy firm, and could also block Ant Financial's purchase of MoneyGram under tougher scrutiny by the Donald Trump administration.

US set to block more Chinese purchases?

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2017年09月14日 10:34

CHIPS: Trump Vetoes Chipmaker Sale, More to Come?

CHIPS: Trump Vetoes Chipmaker Sale, More to Come?

Bottom line: The US is likely to take a tougher stance towards Chinese M&A of politically sensitive companies following Trump's veto of a major deal, but in such cases will still need to justify the national security risk.

Trump vetoes sale of chipmaker

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2017年09月13日 10:46

MEDIA: Tencent, Alibaba in Music Licensing Swap as Regulator Gets Involved

MEDIA: Tencent, Alibaba in Music Licensing Swap as Regulator Gets Involved

Bottom line: A new music re-licensing deal between Alibaba and Tencent, combined with a meeting between the copyright regulator and major online music sellers, hint at attempts to create a more level playing field in the space.

Alibaba, Tencent in music cross-licensing deal

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2017年09月11日 10:26

SMARTPHONES: Huawei Unseats Apple, Eyes the Cloud

SMARTPHONES: Huawei Unseats Apple, Eyes the Cloud

Bottom line: Huawei could overtake Apple as the world's second largest smartphone seller in the next 1-2 years, while it could also pose a challenge in global cloud services over the next 5 years.

Huawei takes a shot at the cloud

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2017年09月06日 10:45

INTERNET: Google Steps Up Beijing Dance with AI Drive

INTERNET: Google Steps Up Beijing Dance with AI Drive

Bottom line: Google's campaign to build a China-based artificial intelligence team is at least partly designed to woo Beijing, as part of its broader effort to get permission to open a China-based Google Play app store.

Google Play edging towards China?

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2017年09月04日 10:40

NEW ENERGY: BYD Wins Hometown Business, Launches Monorail

NEW ENERGY: BYD Wins Hometown Business, Launches Monorail

Bottom line: BYD's new order from Shenzhen shows its continued reliance on state support for new energy vehicle sales, while its new monorail product could become a cash cow in 1-2 years if the technology works well.

BYD gets new order from Shenzhen, launches monorail

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2017年09月01日 10:04

BUYOUTS: Investor Blasts Unfinished Buyouts at Jumei, iKang

BUYOUTS: Investor Blasts Unfinished Buyouts at Jumei, iKang

Bottom line: Jumei could formally abandon its stalled buyout plan soon, putting more downward pressure on its stock, while iKang needs to enter serious negotiations with two bidders for the company.

Jumei, iKang under pressure over stalled buyouts

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