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2017年08月03日 10:28

TELECOMS: Unicom Plan Gaining Too Many Partners

TELECOMS: Unicom Plan Gaining Too Many Partners

Bottom line: Unicom's mixed-ownership reform plan could prove a dud if it chooses too many partners, which looks likely based on the latest reports.

Unicom eyes too many cooks for pilot plan

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2017年08月02日 10:15

TRAVEL: Ctrip Travels Offline, Tongcheng Finds Profits

TRAVEL: Ctrip Travels Offline, Tongcheng Finds Profits

Bottom line: Ctrip's offline travel alliance campaign looks like a shrewd move with good chances of success, while Tongcheng's move back into profits shows the sector is heading into a new stable period.

Tongcheng travels back to profits

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2017年08月01日 10:46

IPOs: Sohu to List Sogou, AirMedia Lowers Buyout Offer

IPOs: Sohu to List Sogou, AirMedia Lowers Buyout Offer

Bottom line: Sohu's plan to list its Sogou search unit has a 50-50 chance of happening this year, while AirMedia's 2-year-old privatization plan is likely to close within that period.

Sohu talks IPO for Sogou -- again

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2017年07月27日 10:10

SMARTPHONES: Xiaomi Comeback Marches On, But Will It Last?

SMARTPHONES: Xiaomi Comeback Marches On, But Will It Last?

Bottom line: Xiaomi's rising market share and securing of $1 billion in new financing underscore its nascent turnaround may have some legs, even as its position remains tenuous in the cutthroat market.

Xiaomi unveils latest phone

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2017年07月26日 10:17

NEW ENERGY: Solar Panel Makers Face New Storm in India

NEW ENERGY: Solar Panel Makers Face New Storm in India

Bottom line:  India is unlikely to levy anti-dumping tariffs on Chinese solar panel makers, despite the likelihood that it will launch an investigation.

India set to launch anti-dumping probe on Chinese panels

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2017年07月24日 10:49

MEDIA: Beijing’s Cable TV Consolidation Stalls, Companies Take Charge

MEDIA: Beijing’s Cable TV Consolidation Stalls, Companies Take Charge

Bottom line:  The formation of a joint venture between six leading cable operators looks designed to jump start Beijing's stalled attempt to create a national player that can compete with the big telcos.

Five regions in cable TV joint venture

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2017年07月10日 10:13

INTERNET: Baidu Back Under Microscope Over Search Suspicions

INTERNET: Baidu Back Under Microscope Over Search Suspicions

Bottom line: A new scandal involving results that favor a major advertiser on Baidu's mapping service could have a minor impact on the company's stock during the next week, but is mostly an embarrassment.

Doctors criticize Baidu maps

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2017年07月07日 11:14

VIDEO: LeEco Moves on With Founder Jia’s Resignation

VIDEO: LeEco Moves on With Founder Jia’s Resignation

Bottom line: LeEco is likely to spin off its new energy car unit by the end of the year following the departure of founder Jia Yueting from the listed company, while it could also close its smartphone division.

LeEco set to spin off car unit?

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2017年07月04日 10:32

INTERNET: Tencent Limits Gamers, Joins With TCL

INTERNET: Tencent Limits Gamers, Joins With TCL

Bottom line: Tencent's roll-out of time playing limits for teenager gamers for a popular new title looks aimed at preventing a regulatory intervention, while its new TCL tie-up could presage a spin-off of its video business.

Tencent limits teenage gamers

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2017年06月30日 10:02

VIDEO: Xunlei Founder Resigns as CEO, Sale Coming?

VIDEO: Xunlei Founder Resigns as CEO, Sale Coming?

Bottom line: The resignation of Xunlei's founder as CEO, even as he retains his chairman's title, could indicate a sale is coming soon, with the most likely buyer as Xiaomi.

Big shifts happening in Xunlei boardroom

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2017年06月28日 10:19

E-COMMERCE: Beating Highlights Brutal Competition for Couriers

E-COMMERCE: Beating Highlights Brutal Competition for Couriers

Bottom line: A major altercation between a customer and deliveryman from STO Express underscores the intense competition in the sector, which puts huge pressure on couriers and companies in general.

STO delivers controversy

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2017年06月27日 10:20

IPOs: Logistics Provider Beats Fintechs to NY IPO Gate

IPOs: Logistics Provider Beats Fintechs to NY IPO Gate

Bottom line: Best Inc.'s IPO is likely to price and debut weakly due to its loss-making status and concerns about China's economy, which could also weigh on an upcoming flurry of fintech offerings in Hong Kong and New York.

Best Inc loads up logistics IPO

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2017年06月26日 10:18

INTERNET: JD on the Rise, as Baidu and Weibo Stumble

INTERNET: JD on the Rise, as Baidu and Weibo Stumble

Bottom line: JD.com is likely to pass Baidu this week and become China's third most valuable internet company, while Weibo's stock is likely to enter a period of correction while it awaits an official live broadcasting license.

JD on cusp of overtaking Baidu

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2017年06月20日 10:20

NEW ENERGY: Tesla EV Plan Lands in Shanghai — Again

NEW ENERGY: Tesla EV Plan Lands in Shanghai — Again

Bottom line: Tesla is likely to announce a new $9 billion electric car joint venture in Shanghai within the next two months, which could begin production as the industry starts to gain traction in the next 1-2 years.

Tesla on cusp of electric car JV

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2017年06月19日 09:49

漫谈在华经商:本地交易人填补商业沟壑,但也有出岔子的时候

漫谈在华经商:本地交易人填补商业沟壑,但也有出岔子的时候
  
中介帮老外在华找伙伴,但要注意
 
  对很多人而言,中国可能是泱泱中央帝国,但对来华投资或者设立企业或办事处的西方人来说,当他们在一个语言、文化和其他方面存在看不见的障碍的时候,他们一定不想被陷在中间。
  这样的商业沟壑为第三方代理人创造出一个蓬勃发展的业务。从出售融资服务到帮助确定直接投资机会或合资机会,他们为外国人创造了舒适的利基商业机会。在西方,这些代理人可能会被称之为交易人,但与我们通常认为的并购专家或者投行人员有所不同。
  把这些......
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2017年06月14日 10:06

CONSUMER: Hon Hai, Hisense in Battle for Sharp Brand

CONSUMER: Hon Hai, Hisense in Battle for Sharp Brand

Bottom line: A spat between Hisense and Sharp over the former's use of the latter's brand name spotlights the dangers of relying on such licensing agreements for Chinese companies going abroad.

Sharp sues Hisense over brand agreement

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2017年06月13日 10:03

E-COMMERCE: Alibaba’s Tmall Steps Into Southeast Asia

E-COMMERCE: Alibaba’s Tmall Steps Into Southeast Asia

Bottom line: Alibaba's launch of its popular Tmall into several markets with large Chinese populations shows it is still looking for a strong overseas formula, underscoring its dependence on China for the foreseeable future.

Tmall marches into Singapore

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2017年06月12日 10:30

CHIPS: Chinese Buyer Makes Last-Ditch Effort at Lattice

CHIPS: Chinese Buyer Makes Last-Ditch Effort at Lattice

Bottom line: Lattice Semiconductor's sale to a Chinese buyer stands a 50-50 chance of getting national security clearance, benefiting from warming ties between the US and China and lack of defense-related technologies involved.

Lattice still trying to sell to Chinese buyer

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2017年06月08日 10:01

FINANCE: SEC Hedges in Chicago Stock Exchange Sale Approval

FINANCE: SEC Hedges in Chicago Stock Exchange Sale Approval

Bottom line: A Chinese group's plan to buy the Chicago Stock Exchange could get vetoed by the US securities regulator over concerns about the buyer's inability to prevent the market from becoming a breeding ground for financial abuses.

SEC takes time on Chicago Stock Exchange sal......
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2017年06月06日 10:05

SMARTPHONES: Lenovo Eyeing CEO Change?

SMARTPHONES: Lenovo Eyeing CEO Change?

Bottom line: Yang Yuanqing is likely to cede his CEO title at Lenovo to recently returned executive Liu Jun soon, which could be followed by more risk taking and big changes to the company's lackluster smartphone unit.

Lenovo's Yang set to cede CEO title?

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