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2017年10月26日 10:34

STOCKS: Weibo Drops on Outlook, as New IPO Stocks Tank

STOCKS: Weibo Drops on Outlook, as New IPO Stocks Tank

Bottom line: Big drops for three China concept stocks recently listed in New York, combined with a pullback for social networking giant Weibo, indicate a recent round of China stock euphoria may have crested.

Secoo continues to drop

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2017年10月25日 10:23

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

Bottom line: A merged company combining Youon and Haluo could emerge as a strong regional shared bike company, while Shouqi could likewise emerge as a strong regional player in the private car services space.

Shouqi raises new money

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2017年10月23日 10:54

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

Bottom line: The strong debut for Rise Education reflects good investor appetite for new China concept stocks in New York, which should bode well for a new listing by Jianpu and could also buoy iClick.

Jianpu, iClick file for NY listings

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2017年10月19日 10:36

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

Bottom line: LeEco is likely to sell its stake in Coolpad in the next six months, and new investor Centralcon could emerge as the buyer with a goal of trying to turn the company around.

Coolpad finds new suitor

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2017年10月18日 10:28

SMARTPHONES: ZTE Sees Double with New Smartphone

SMARTPHONES: ZTE Sees Double with New Smartphone

Bottom line: ZTE's new dual-screen smartphone will turn some heads and raise the company's profile briefly due to the novelty factor, but the effect will quickly fade due to lack of practical uses.

ZTE tries two screens

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2017年10月16日 10:28

IPOs: Floodgates Open With Tencent, Sohu, Bona, Fintech Listings

IPOs: Floodgates Open With Tencent, Sohu, Bona, Fintech Listings

Bottom line: A periodic window of IPOs that opens every 2-3 years is taking shape, with fintechs and other new categories like online literature likely to do well, while older concepts  like e-commerce could struggle for attention.

New window opens for Chinese IPOs

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2017年10月11日 10:16

INTERNET: Battle Rages for Sina Board Seat

INTERNET: Battle Rages for Sina Board Seat

Bottom line: A dissident shareholder's proxy battle for a seat on Sina's board stands a chance of success, but the odds are probably 40 percent or lower due to large holdings by Sina's CEO.

Sina board seat lands at center of proxy fight

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2017年10月10日 10:11

IPOs: Tencent Literature IPO Nears Take-Off, But Will It Read?

IPOs: Tencent Literature IPO Nears Take-Off, But Will It Read?

Bottom line: China Reading's IPO should be well received when it launches its road show as soon next week, and the shares should price and debut strongly on its good profit margins and growth prospects.

China Reading set to launch IPO road show

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2017年10月09日 10:28

PCs: Lenovo Taps Top Managers for Funds, Goes Retro

PCs: Lenovo Taps Top Managers for Funds, Goes Retro

Bottom line: Lenovo's new fund raising and roll-out of a retro commemorative ThinkPad 25th anniversary model show the company is focused on short-term fixes rather than the shock therapy it really needs. 

Lenovo celebrates 25 years of ThinkPad

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