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2017年01月25日 09:55

E-COMMERCE: Alibaba’s Koubei Raises Funds in Late Arrival to Take-Out Services

E-COMMERCE: Alibaba’s Koubei Raises Funds in Late Arrival to Take-Out Services

Bottom line: Alibaba's Koubei is unlikely to gain major traction despite its $1.1 billion in new funding, due to its late arrival to a crowded O2O take-out dining space already dominated by Baidu, Ele.me and Meituan-Dianping.

Koubei raises $1.1 billion

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2017年01月24日 09:44

SMARTPHONES: Xiaomi’s Foreign Prize Barra Heads for Home

SMARTPHONES: Xiaomi’s Foreign Prize Barra Heads for Home

Bottom line: The departure of former Google executive Hugo Barra from Xiaomi marks the end of a chapter for the smartphone maker, which stands only a 50-50 chance of surviving over the next 5 years in the cutthroat market.

Xiaomi's Barra heads back to US

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2017年01月20日 09:47

FINANCE: IDG China Affiliate Roars With US Parent Buy

FINANCE: IDG China Affiliate Roars With US Parent Buy

Bottom line: IDG Capital is likely to buy out the venture funding business of US affiliate IDG in the next year, setting the stage for the emergence of China's first global venture capital firm.  

IDG Capital roars with purchase of US parent

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2017年01月17日 09:47

INTERNET: Meitu Fires Up Online Services in Bid for Excitement

INTERNET: Meitu Fires Up Online Services in Bid for Excitement

Bottom line: Meitu's new disclosure of rapid growth in its internet services revenue looks encouraging, as it takes advantage of its early arrival status in a beauty products sector with big profit potential. 

Meitu makes over image with internet revenue growth

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2017年01月13日 09:52

SMARTPHONES: Huawei Meets 2016 Goals, Xiaomi Looks to 2017

SMARTPHONES: Huawei Meets 2016 Goals, Xiaomi Looks to 2017

Bottom line: Xiaomi could return to growth mode in China this year on the strength of stronger models, while Huawei's local market share will contract as it focuses on profitable sales and backs away from money-losing businesses.

Huawei meets reduced smartphone target
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2017年01月12日 09:47

CHIPS: Seagate Tries Less Production, More Tech Sharing in China Retrench

CHIPS: Seagate Tries Less Production, More Tech Sharing in China Retrench

Bottom line: Seagate's closure of its Suzhou factory, combined with its earlier formation of a Chinese technology-sharing joint venture, reflect the changing approach away from local manufacturing that western tech firms are taking towards China.

Seagate closes Suzhou factory
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2017年01月11日 09:38

E-COMMERCE: Alibaba Gets Alter Ego with Yahoo-Turned-Altaba

E-COMMERCE: Alibaba Gets Alter Ego with Yahoo-Turned-Altaba

Bottom line: Alibaba will closely watch the performance of the newly minted Altaba over the next 1-2 years, and could make a privatization bid with Softbank if it feels the company is undermining its own stock.

Yahoo to morph into Altaba

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2017年01月10日 09:48

E-COMMERCE: Alibaba Finds Friend in Trump, Quagmire in Intime

E-COMMERCE: Alibaba Finds Friend in Trump, Quagmire in Intime

Bottom line: A meeting between Jack Ma and Donald Trump is a major coup for Alibaba and bodes well for its US relations, while a privatization plan for its partly owned Intime Retail reflects its spottier record for strategic investments.

Jack Ma scores Donald Trump meeting

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2017年01月09日 09:45

SMARTPHONES: China Exports Price Wars to India; Nokia Returns to China

SMARTPHONES: China Exports Price Wars to India; Nokia Returns to China

Bottom line: Chinese smartphone brands with local production are most likely to survive upcoming price wars they are exporting to India, while Nokia's new smartphones are unlikely to make any inroads in China over the next 2-3 years. 

China exports smartphone price wars to India......
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2017年01月06日 10:09

SMARTPHONES: Creditor Chases LeEco; TCL Teases BlackBerry

SMARTPHONES: Creditor Chases LeEco; TCL Teases BlackBerry

Bottom line: A new arbitration claim by a LeEco supplier could trigger a domino effect that sends the company into crisis, while TCL's first BlackBerry model is likely to get lukewarm reviews when it debuts in March.

TCL teases first BlackBerry model at CES

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2017年01月04日 10:11

IPOs: Sogou Tests IPO Market, But Does Anyone Care?

IPOs: Sogou Tests IPO Market, But Does Anyone Care?

Bottom line: Sogou is unlikely to make an IPO this year, despite new talk of potential for such a plan from its CEO, and may ultimately never list due to its lackluster performance. 

Sogou floats another IPO plan

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2017年01月03日 10:00

TELECOMS: Huawei Declares End to Growth at Any Cost

TELECOMS: Huawei Declares End to Growth at Any Cost

Bottom line: Huawei's revenue growth for 2017 is likely to drop by more than half from 2016's rate of 32 percent as it cuts its money-losing businesses, with the biggest slowdown likely to come in its smartphone unit.

Huawei to focus on profitability in 2017

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2016年12月29日 09:34

MEDIA: Top Shanghai Newspaper Folds, Tries to Transform

MEDIA: Top Shanghai Newspaper Folds, Tries to Transform

Bottom line: Closure of Shanghai's Oriental Morning Post was inevitable due to the decline of traditional media, and its online effort ThePaper stands a better than 50 percent chance of longer-term survival due to relatively good execution.

Oriental Morning Post yields to ThePaper </......
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2016年12月28日 11:43

TELECOMS: China Telecom Spins Off Content Unit

TELECOMS: China Telecom Spins Off Content Unit

Bottom line: China Telecom's sale of several key entertainment assets to a separately run and listed unit reflects the company's more dynamic nature compared with its 2 peers, as it tries to create services that can compete with private-sector rivals.

China Telecom spins off ente......
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2016年12月27日 10:02

INTERNET: Tencent in High-Powered Mapping Investment with Europe’s Here

INTERNET: Tencent in High-Powered Mapping Investment with Europe’s Here

Bottom line: Tencent's new investment in Nokia's former mapping unit Here reflects the Chinese herd mentality to pile into new technologies, but also looks like a relatively savvy way to enter the space by pairing with experienced partners.

Tencent ties with mapping giant Here </......
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2016年12月26日 09:40

NEW ENERGY: LeEco Gets Pre-CES Shock with Faraday Defections

NEW ENERGY: LeEco Gets Pre-CES Shock with Faraday Defections

Bottom line: The departure of 2 recently hired executives from Faraday Future hints at chaos and uncertainty that has spread from struggling backer LeEco, a situation that only looks set to worsen.

Faraday Future execs depart

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2016年12月23日 09:48

IPOs: iQiyi Eyes 2017 Listing, Renren Finally Retires

IPOs: iQiyi Eyes 2017 Listing, Renren Finally Retires

Bottom line: iQiyi won't make an IPO next year even though Baidu would like to get the company off its books, while Renren's privatization marks one of the last buyouts for a US-listed Chinese firm from a wave dating back to last year.

iQiyi reportedly eyes 2017 IPO

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2016年12月22日 09:44

E-COMMERCE: Alibaba Gets Christmas Coal from Washington

E-COMMERCE: Alibaba Gets Christmas Coal from Washington

Bottom line: Alibaba's Taobao marketplace is likely to be included on the annual US "notorious markets" for piracy list for the next 1-2 years, after its return to the list this year.

Alibaba's Taobao gets coal for Christmas

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2016年12月21日 09:42

CONSUMER: Bright Food Gets Indigestion from Weetabix

CONSUMER: Bright Food Gets Indigestion from Weetabix

Bottom line: Bright's plan to sell Weetabix 4 years after the purchase is mostly due to declining performance at the British cereal maker, with similar sales likely to follow for other poorly planned food purchases by Chinese buyers.

Bright loses appetite for Weetabix

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2016年12月20日 09:44

CONSUMER: ZTE Hops Into Smart Cars, Gome Into Smartphones

CONSUMER: ZTE Hops Into Smart Cars, Gome Into Smartphones

Bottom line: ZTE's move into smart cars and Gome's into smartphones follow a typical Chinese pattern of herd mentality investing, and are both likely to fare poorly. 

ZTE buys car maker Granton

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