财新传媒
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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2016年12月19日 09:48

STOCKS: China Shareholders Grow Up at Gree, Huishan

STOCKS: China Shareholders Grow Up at Gree, Huishan

Bottom line: The acceptance by Gree's chairman of a surprise shareholder rejection over a controversial investment, and a muted sell-off in response to a short-seller attack on Huishan Dairy both signal growing maturity by Chinese stock investors.

China stock investors grow up
......
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2016年12月16日 09:26

SMARTPHONES: Two Losers Unite in BlackBerry, TCL Alliance

SMARTPHONES: Two Losers Unite in BlackBerry, TCL Alliance

Bottom line: TCL's new licensing deal with BlackBerry will end up as a quiet failure due to TCL's weak R&D skills and lack of consumer appeal to the BlackBerry name.  

TCL, BlackBerry in licensing tie-up

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2016年12月14日 09:44

SPORTS: Soccer Investing Reaches Fever Pitch with New IDG Joint Venture

SPORTS: Soccer Investing Reaches Fever Pitch with New IDG Joint Venture

Bottom line: IDG's new investment in a French soccer club and related joint venture providing soccer training and consulting in China looks like a savvy move to monetize growing demand for sports-related services.

IDG brings French soccer to China

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2016年12月13日 09:26

SMARTPHONES: Qihoo Calls Early on 2017 with Smartphone Buy

SMARTPHONES: Qihoo Calls Early on 2017 with Smartphone Buy

Bottom line: Qihoo's latest smartphones foray with its purchase of the obscure Blephone reflects the tenacity of founder Zhou Hongyi, but will quickly end in failure due to a late arrival and intense competition in the space.

Qihoo dives back into smartphones with Blephone

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2016年12月12日 09:36

MEDIA: Wanda’s Worried Wang Sends Hollywood Message to Trump

MEDIA: Wanda’s Worried Wang Sends Hollywood Message to Trump

Bottom line: Wanda's cautionary words to Donald Trump are unlikely to have much impact on the incoming US president, who is likely to take a more skeptical view of Chinese M&A in Hollywood.

Wanda appeals to Trump via MPAA

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2016年12月09日 09:30

INTERNET: Google Sort of Back in China with Developer Page

INTERNET: Google Sort of Back in China with Developer Page

Bottom line: Google's new launch of a China-based developers site marks a partial return to the Chinese web, but its higher-profile return to the consumer market with a Chinese Google Play app store probably won't come until next year.

Google launches China developer site
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2016年12月08日 09:39

FINANCE: Tencent Sips with Starbucks; Alipay in Europe, Australia

FINANCE: Tencent Sips with Starbucks; Alipay in Europe, Australia

Bottom line: Starbucks' selection of WeChat before Alipay for in-store electronic payments is a symbolic victory for the former, while Alipay's aggressive global expansion could eventually help it to overtake UnionPay outside China.

WeChat ties with Starbucks

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2016年12月05日 09:33

VIDEO: Embattled LeEco Sued in HK as Bills Pile Up

VIDEO: Embattled LeEco Sued in HK as Bills Pile Up

Bottom line: A new Hong Kong lawsuit against LeEco by a small creditor over unpaid bills could mark the start of a new wave, which could ultimately snowball into a new crisis as its partners scramble to get back money they're owed before it's too late.

HK newspaper sues LeEco for......
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