财新传媒
2017年03月14日 09:55

INTERNET: Yidao Talks IPO, in Break with LeEco

INTERNET: Yidao Talks IPO, in Break with LeEco

Bottom line: Yidao's announcement of plans for an IPO hint at a looming sale of the company by controlling stakeholder LeEco, which could be mulling sales of other recently purchased assets in a bid to ease its cash-crunch.

Yidao prepares for IPO

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2017年03月13日 11:01

SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.

Oppo in India cricket deal

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2017年03月10日 10:04

LEISURE: Legoland Builds in Shanghai, Royal Caribbean Steers Clear of Korea

LEISURE: Legoland Builds in Shanghai, Royal Caribbean Steers Clear of Korea

Bottom line: Legoland's new Shanghai theme park spotlights the growing lure of China's leisure travel market, while Royal Caribbean's removal of South Korean ports from its China-based trips spotlights how political tensions can affect tourism-reliant businesses.

Legoland com......
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2017年03月09日 10:10

E-COMMERCE: Alibaba Cranks Up Anti-Piracy Pitch at NPC

E-COMMERCE: Alibaba Cranks Up Anti-Piracy Pitch at NPC

Bottom line: Alibaba's anti-piracy PR blitz during the National People's Congress is aimed at getting attention during the high-profile event, but it will need to keep up its efforts to convince the public and officials its effort is sincere.

Alibaba calls for tougher anti-piracy......
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2017年03月08日 10:39

TELECOMS: ZTE Settles With US, Looks Forward

TELECOMS: ZTE Settles With US, Looks Forward

Bottom line: ZTE's settlement with the US over illegal sales to Iran will help the company focus on the future, as it advances with plans to move away from low-margin businesses and find more promising new growth areas.

ZTE settles US accusations of illegal sales to Iran

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2017年03月07日 10:19

IPOs: China Rapid Finance, Lakala Join Race for Financial Listings

IPOs: China Rapid Finance, Lakala Join Race for Financial Listings

Bottom line: This year is likely to see at least a half dozen privately owned financial services companies make public listings in the U.S., Hong Kong and China, with Lakala and Lufax likely to be among the first.

Lakala files for ChiNext IPO

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2017年03月02日 10:05

GAMES: NetEase Eyes Real Journey to the West

GAMES: NetEase Eyes Real Journey to the West

Bottom line: NetEase's new global expansion could stand a good chance of success due to its strong record with self-developed titles, which could help it pass Baidu in market value over the next 1-2 years.

NetEase holds developer forum in San Francisco

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2017年02月28日 10:23

MEDIA – LeEco Default Strains China Sports Bubble

MEDIA – LeEco Default Strains China Sports Bubble

Bottom line: LeSport's reported default on payments for Asian Football Confederation soccer games marks the start of the popping of a bubble for sports broadcasting rights dating back to last year.

LeSports soccer drive on the skids

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2017年02月27日 09:45

SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.

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2017年02月23日 09:47

TRAVEL: Ctrip Revs Up in Q4, Set to Soar?

TRAVEL: Ctrip Revs Up in Q4, Set to Soar?

Bottom line: Ctrip's profits could double or more this year following its successful digestion of Qunar, providing some upside to its stock.

Ctrip shares set to take off?

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2017年02月22日 09:50

INTERNET: Baidu’s iQiyi Raises $1.5 Bln, as Investors Hedge Bets

INTERNET: Baidu’s iQiyi Raises $1.5 Bln, as Investors Hedge Bets

Bottom line: iQiyi's issue of convertible notes to raise its latest $1.5 billion shows it continues to post big losses, and investors are increasingly skeptical that it can become profitable in the next 2 years.

iQiyi lures investors with convertible notes

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2017年02月21日 09:47

TELECOMS: VNO Movement Finally Gains Traction

TELECOMS: VNO Movement Finally Gains Traction

Bottom line: China's VNO program appears to be gaining momentum heading into its third year, and could reach the 200 million subscriber mark by the end of 2017.

Virtual network operators gain momentum

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2017年02月20日 09:45

INTERNET: Weibo Nets People’s Daily, Passes Twitter

INTERNET: Weibo Nets People’s Daily, Passes Twitter

Bottom line: Weibo's rise from the ashes is likely to be followed by a decline similar to the one after its initial rise, as the current boom in live broadcasting wanes or that part of its business gets stolen by a better product from rival Tencent. 

Weibo links with People'......
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2017年02月17日 09:50

E-COMMERCE: Alibaba, JD.com Step Up Supermarket Drive

E-COMMERCE: Alibaba, JD.com Step Up Supermarket Drive

Bottom line: Alibaba could buy the RT-Mart supermarket chain this year to boost its grocery business, while JD.com's more online-focused effort and push into smaller cities looks like a better approach to the sector.

Alibaba grocer drives into Sun Art, JD goes to small cities
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2017年02月15日 09:51

E-COMMERCE: Wanda’s E-Commerce Foray Running on Empty?

E-COMMERCE: Wanda’s E-Commerce Foray Running on Empty?

Bottom line: Wanda will continue to operate its ffan e-commerce site for another year, following the departure of its CEO, but could quietly end the initiative afterwards due to lack of synergies with its brick-and-mortar shopping malls.

Success evades Wanda in e-commerce

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2017年02月14日 09:49

INTERNET: Baidu Tackles Profit-Challenged Nuomi, Takeout Dining

INTERNET: Baidu Tackles Profit-Challenged Nuomi, Takeout Dining

Bottom line: Baidu could soon make big cuts at Nuomi and sell or spin off the unit by year end, while it will also put its takeout dining unit on a strict diet that forces it to show a clear path to profitability by year end.

Nuomi set for haircut in 2017?

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2017年02月13日 09:48

INTERNET: Ofo Raises Another $150 Mln in Dead-End Race

INTERNET: Ofo Raises Another $150 Mln in Dead-End Race

Bottom line: Ofo and rival Mobike will use their hundreds of millions of dollars in new funds to buy better and more expensive bikes to flood city streets, even though neither has a sustainable business model that can justify such long-term expense.

Ofo raising $150 mln in new funds
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2017年02月10日 09:41

SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

Bottom line: Xiaomi stands a better than 50 percent chance of stabilizing this year and reversing its 2-year-old decline, based on its push into brick-and-mortar retailing and positive reviews for its newest higher-end model.

Xiaomi builds up brick-and-mortar presence

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2017年02月09日 09:26

INTERNET: Google Seeks Partner for China Return

INTERNET: Google Seeks Partner for China Return

Bottom line: Google will get permission from Beijing to open a Chinese version of its app Play Store later this year, most likely through a joint venture with NetEase or Tencent.

Google, NetEase talk China Play Store JV

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2017年02月08日 09:42

RETAIL: Yum China Looks Flat in Maiden Report

RETAIL: Yum China Looks Flat in Maiden Report

Bottom line: Yum China's maiden quarterly report and $300 million share buyback program highlight a company that needs to move more aggressively and take more risks to regain its footing after being spun off from its US parent.

Yum China posts unimpressive maiden quarterly report
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