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位置:博客 > Doug Young > 文章归档 > 2017年十一月
2017年11月29日 11:27

BUYOUTS: eHi Prepares to Drive Off, Jumei Bid Unravels

BUYOUTS: eHi Prepares to Drive Off, Jumei Bid Unravels

Bottom line: A third-party buyout offer for eHi could presage a wave of similar new bids for undervalued, profitable Chinese companies, while withdrawal of Jumei's buyout bid could be followed by a new, lower offer.

eHi gets buyout offer

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2017年11月23日 11:01

INTERNET: Tencent Rockets Up Global Tech Value Charts

INTERNET: Tencent Rockets Up Global Tech Value Charts

Bottom line: Tencent and Alibaba stocks have become overvalued at current levels compared with global peers, and are due for a pullback of up to 30 percent in 2018.

Tencent looks frothy at current levels

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2017年11月22日 10:29

FINANCE: Fintechs Sink on Regulatory Crackdown

FINANCE: Fintechs Sink on Regulatory Crackdown

Bottom line: A new crackdown on microlenders could put a slight damper on their growth, but is unlikely to affect them significantly next year unless China experiences a bad debt crisis.

Beijing clamps down on microlenders

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2017年11月20日 10:47

RETAIL: Alibaba Boosts Grocery Rush with Sun Art Investment

RETAIL: Alibaba Boosts Grocery Rush with Sun Art Investment

Bottom line: Alibaba's new investment in grocery operator Sun Art looks like a shrewd move into an area where logical synergies between online and offline shopping can be achieved.

Alibaba buys into Sun Art

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2017年11月10日 10:58

IPOs: Sogou Makes It to Market, But Will It Excite?

IPOs: Sogou Makes It to Market, But Will It Excite?

Bottom line: Sogou is unlikely to shed its position as a second-tier search engine anytime soon, despite its ties to Tencent ties, and its stock is also unlikely to be a strong performer over the next 2-3 years.

Sogou pops on debut, but will it hold?

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2017年11月09日 10:40

INTERNET: Sina Pledges Change, But Then Disses Shareholders

INTERNET: Sina Pledges Change, But Then Disses Shareholders

Bottom line: The intensifying spat between Sina and a dissident shareholder is likely to ultimately cool down without any legal action, and could see the addition of 1-2 new independent directors to its board.

Sina-Aristeia tussle headed for court?

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2017年11月06日 10:36

IPOs: Hexindai Jumps in Trading Debut, as Fintechs Stay Warm

IPOs: Hexindai Jumps in Trading Debut, as Fintechs Stay Warm

Bottom line: The wave of strong sentiment for new offshore IPOs by Chinese companies is running out of steam, but listings before year-end could still get a slight left, especially fintechs.

Hexindai jumps on trading debut

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2017年11月03日 10:47

SMARTPHONES: Apple Finds Its China Mojo as Xiaomi Moves Up

SMARTPHONES: Apple Finds Its China Mojo as Xiaomi Moves Up

Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.

Apple returns to China growth

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2017年11月02日 09:57

NEW ENERGY: Tesla Takes Its Time With China Plant

NEW ENERGY: Tesla Takes Its Time With China Plant

Bottom line: Tesla's announcement that its China plant is three years away puts a clear and realistic timeline on its intentions, which include strong growth in the market banking on supportive policies by Beijing.

Tesla gets realistic about China car production

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2017年11月01日 10:09

MULTINATIONALS: Whatsapp Bows, Microsoft Visits, Google Plays

MULTINATIONALS: Whatsapp Bows, Microsoft Visits, Google Plays

Bottom line: Whatsapp has likely been permanently blocked in China, while Satya Nadella's visit to Xiaomi underscores Microsoft's growing ties  with the company, and Google's China AI push is mostly PR.

Whatsapp booted from China?

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