财新传媒
2017年10月25日 10:23

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

Bottom line: A merged company combining Youon and Haluo could emerge as a strong regional shared bike company, while Shouqi could likewise emerge as a strong regional player in the private car services space.

Shouqi raises new money

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2017年10月23日 10:54

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

Bottom line: The strong debut for Rise Education reflects good investor appetite for new China concept stocks in New York, which should bode well for a new listing by Jianpu and could also buoy iClick.

Jianpu, iClick file for NY listings

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2017年10月19日 10:36

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

Bottom line: LeEco is likely to sell its stake in Coolpad in the next six months, and new investor Centralcon could emerge as the buyer with a goal of trying to turn the company around.

Coolpad finds new suitor

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2017年10月18日 10:28

SMARTPHONES: ZTE Sees Double with New Smartphone

SMARTPHONES: ZTE Sees Double with New Smartphone

Bottom line: ZTE's new dual-screen smartphone will turn some heads and raise the company's profile briefly due to the novelty factor, but the effect will quickly fade due to lack of practical uses.

ZTE tries two screens

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2017年10月16日 10:28

IPOs: Floodgates Open With Tencent, Sohu, Bona, Fintech Listings

IPOs: Floodgates Open With Tencent, Sohu, Bona, Fintech Listings

Bottom line: A periodic window of IPOs that opens every 2-3 years is taking shape, with fintechs and other new categories like online literature likely to do well, while older concepts  like e-commerce could struggle for attention.

New window opens for Chinese IPOs

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2017年10月11日 10:16

INTERNET: Battle Rages for Sina Board Seat

INTERNET: Battle Rages for Sina Board Seat

Bottom line: A dissident shareholder's proxy battle for a seat on Sina's board stands a chance of success, but the odds are probably 40 percent or lower due to large holdings by Sina's CEO.

Sina board seat lands at center of proxy fight

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2017年10月10日 10:11

IPOs: Tencent Literature IPO Nears Take-Off, But Will It Read?

IPOs: Tencent Literature IPO Nears Take-Off, But Will It Read?

Bottom line: China Reading's IPO should be well received when it launches its road show as soon next week, and the shares should price and debut strongly on its good profit margins and growth prospects.

China Reading set to launch IPO road show

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2017年10月09日 10:28

PCs: Lenovo Taps Top Managers for Funds, Goes Retro

PCs: Lenovo Taps Top Managers for Funds, Goes Retro

Bottom line: Lenovo's new fund raising and roll-out of a retro commemorative ThinkPad 25th anniversary model show the company is focused on short-term fixes rather than the shock therapy it really needs. 

Lenovo celebrates 25 years of ThinkPad

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2017年09月29日 10:21

IPOs: ZhongAn Pops in Trading Debut, But Does It Have Legs?

IPOs: ZhongAn Pops in Trading Debut, But Does It Have Legs?

Bottom line: ZhongAn should perform reasonably well over the short- to medium-term by drawing on its big-name investors for business, but faces uncertainty due to an untested business model.

ZhongAn banks on online insurance

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2017年09月27日 10:24

FINANCE: Alipay Chases HK Consumers in JV with Local Tycoon

FINANCE: Alipay Chases HK Consumers in JV with Local Tycoon

Bottom line: Alipay's joint venture with Li Ka-shing targeting local Hong Kong customers looks like a shrewd approach in its first major foray of that kind, though it will face skepticism about its ability to protect user privacy.

Alipay turns up HK drive with new JV

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2017年09月26日 10:17

NEW ENERGY: ReneSola, Canadian Solar Focus on Plant-Building as New US Tariffs Loom

NEW ENERGY: ReneSola, Canadian Solar Focus on Plant-Building as New US Tariffs Loom

Bottom line: Diversification moves away from manufacturing by Canadian Solar and ReneSola could bring more stability to the companies, while panel makers are likely to take a big hit from new US anti-dumping measures.

ReneSola, Canadian Solar in new diversification moves

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2017年09月25日 10:19

IPOs: Biotech Listing Pops, E-Commerce Flops, Fintech to Come

IPOs: Biotech Listing Pops, E-Commerce Flops, Fintech to Come

Bottom line: A flurry of IPOs for offshore Chinese tech firms marks the start of an upcycle following a three year lull, with fintechs likely to be the top stars.

Secoo fizzles in trading debut

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2017年09月22日 10:18

SMARTPHONES: HTC Ties Up With Google, Or Does It?

SMARTPHONES: HTC Ties Up With Google, Or Does It?

Bottom line: Google's purchase of HTC's Pixel assets is a sign of no confidence in HTC's chances of longer-term survival as an independent smartphone maker.

Google's HTC purchase: reason for optimism or pessimism

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2017年09月20日 10:32

IPOs: Fintech Hot, Logistics Not in New Listings for Qudian, Best

IPOs: Fintech Hot, Logistics Not in New Listings for Qudian, Best

Bottom line: ZhongAn's and Qudian's IPOs are likely to price and debut strongly over the next few weeks on excitement about China fintech, while Best's will debut to indifference following the slashing of its size.

ZhongAn, Qudian IPOs look hot

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2017年09月18日 10:54

M&A: Cowen, MoneyGram Deals Wait for US Nod, Xinhua Lectures Trump

M&A: Cowen, MoneyGram Deals Wait for US Nod, Xinhua Lectures Trump

Bottom line: The US could veto the purchase of brokerage Cowen by a Chinese energy firm, and could also block Ant Financial's purchase of MoneyGram under tougher scrutiny by the Donald Trump administration.

US set to block more Chinese purchases?

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2017年09月14日 10:34

CHIPS: Trump Vetoes Chipmaker Sale, More to Come?

CHIPS: Trump Vetoes Chipmaker Sale, More to Come?

Bottom line: The US is likely to take a tougher stance towards Chinese M&A of politically sensitive companies following Trump's veto of a major deal, but in such cases will still need to justify the national security risk.

Trump vetoes sale of chipmaker

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2017年09月13日 10:46

MEDIA: Tencent, Alibaba in Music Licensing Swap as Regulator Gets Involved

MEDIA: Tencent, Alibaba in Music Licensing Swap as Regulator Gets Involved

Bottom line: A new music re-licensing deal between Alibaba and Tencent, combined with a meeting between the copyright regulator and major online music sellers, hint at attempts to create a more level playing field in the space.

Alibaba, Tencent in music cross-licensing deal

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2017年09月11日 10:26

SMARTPHONES: Huawei Unseats Apple, Eyes the Cloud

SMARTPHONES: Huawei Unseats Apple, Eyes the Cloud

Bottom line: Huawei could overtake Apple as the world's second largest smartphone seller in the next 1-2 years, while it could also pose a challenge in global cloud services over the next 5 years.

Huawei takes a shot at the cloud

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2017年09月06日 10:45

INTERNET: Google Steps Up Beijing Dance with AI Drive

INTERNET: Google Steps Up Beijing Dance with AI Drive

Bottom line: Google's campaign to build a China-based artificial intelligence team is at least partly designed to woo Beijing, as part of its broader effort to get permission to open a China-based Google Play app store.

Google Play edging towards China?

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2017年09月04日 10:40

NEW ENERGY: BYD Wins Hometown Business, Launches Monorail

NEW ENERGY: BYD Wins Hometown Business, Launches Monorail

Bottom line: BYD's new order from Shenzhen shows its continued reliance on state support for new energy vehicle sales, while its new monorail product could become a cash cow in 1-2 years if the technology works well.

BYD gets new order from Shenzhen, launches monorail

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