财新传媒
位置:博客 > Doug Young > 文章归档 > 2018年05月
2018年05月30日 11:03

IPOs: Uxin Files in NY, Battery Maker in China, Mindray on ChiNext

Bottom line: New listing plans by used car platform operator Uxin, EV battery maker Amperex and medical device maker Mindray should all do well, driven by strong growth potential and their leading positions in China.

The latest IPO season for Chinese firms is kicking into high gear on both sides of the Pacific, with announcement of several hot new offerings that each has a slightly different st...

阅读全文>>
2018年05月23日 12:59

TELECOMS: China Mobile 4G Users Decline for First Time

Bottom line: China Mobile's first-ever drop in 4G subscribers in April owes to the company's early arrival to the space, and reflects the broader market's maturation that is also adding similar pressures to Unicom and China Telecom.

Much ado is being made about new data from the three big telcos that includes a first-ever drop in 4G subscribers for industry heavyweight China Mobile (HKEx: 941; ...

阅读全文>>
2018年05月21日 11:00

INTERNET: Baidu's AI Drive Hits Speed Bump with COO's Departure

Bottom line:  The departure of Lu Qi from Baidu could deal a setback to some of the company's less advanced and more ambitious efforts in artificial intelligence.

Just a year after being named as the man who would lead search leader Baidu (Nasdaq: BIDU) into a future filled with artificial intelligence (AI), Lu Qi has abruptly abandoned his post as the company's COO. Investors were clearly spoo...

阅读全文>>
2018年05月18日 10:46

PCs: Lenovo Blasted as Traitor for Supporting US Standard

Bottom line: A brouhaha involving Lenovo's branding as unpatriotic for not supporting homegrown technology is likely to blow over quickly, and spotlights China's continued reliance on foreign technology.

In a story that looks like a something from the McCarthy era, embattled PC maker Lenovo (HKEx: 992) has landed at the center of a controversy that's seeing it branded by some as a traitor for c...

阅读全文>>
2018年05月16日 11:02

CHIPS: Beijing Approves Microchip Deal, Boding Well for Qualcomm-NXP

Bottom line: China's approval of a small US chip merger shows Beijing is actively reviewing such deals again after a brief pause to show its displeasure over US trade tensions, and bodes well for eventual approval of Qualcomm's purchase of NXP.

Trade tensions between Washington and Beijing have thrown a number of major companies into turmoil, as the two sides spar over the former's attempts to ...

阅读全文>>
2018年05月09日 12:32

SMARTPHONES: Struggling Coolpad Sees Moneybags in Xiaomi

Bottom line: Xiaomi is likely to quietly settle a copyright infringement lawsuit against it by Coolpad, which is opportunistically looking for some hush money before Xiaomi's IPO and can't afford a long drawn-out court battle.

In a move that smells of desperation, down-and-out smartphone maker Coolpad (HKEx: 2369) has filed a lawsuit against the up-and-coming Xiaomi. Anyone with half a brain wi...

阅读全文>>
2018年05月07日 11:23

PCs: Lenovo Kicked Out of Hang Seng Index

Bottom line: Lenovo's ejection from the Hang Seng Index caps its long fall from grace over the last four years, and leaves the company in an increasingly deep hole that may be hard to emerge from.

Capping its long fall from grace, PC giant Lenovo (HKEx: 992) has been officially booted from the Hang Seng Index, in a move that looks highly symbolic but also has some very real ramifications for th...

阅读全文>>
2018年05月04日 11:23

IPOs: Xiaomi Growth Charms, Losses Alarm

Bottom line: Xiaomi is hoping to attract investors to its IPO through its recent strong revenue growth, but it could still be years before it becomes profitable due to heavy reliance on low-end, low-margin products.

Everyone is fawning over the newly released IPO prospectus from Xiaomi, the smartphone maker that is aiming to make what's likely to be the biggest listing of all time by a company ...

阅读全文>>