财新传媒
2017年08月23日 10:44

MEDIA: Sina, Focus Media Team on PR Investment

MEDIA: Sina, Focus Media Team on PR Investment

Bottom line: Focus Media could make a bid for Sina's core web portal assets within the next year, following their co-investment in a fashion public relations specialist.

Sina, Focus Media invest in Bazaar

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2017年08月22日 10:29

INTERNET: Baidu Spits Out Takeout Dining Service

INTERNET: Baidu Spits Out Takeout Dining Service

Bottom line: Baidu could announce a sale of its takeout dining unit to Ele.me by the end of the month, in a smart exit that will leave the industry with two major players and could result in a major write-off for Baidu.

Baidu takeout gets taken out

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2017年08月17日 10:25

TELECOMS: Giddy Unicom Picks 14 Mixed-Ownership Partners

TELECOMS: Giddy Unicom Picks 14 Mixed-Ownership Partners

Bottom line: Unicom's choice of 14 partners for a mixed-ownership reform plan involving its Shanghai-listed unit is far too many, and is ultimately likely to fail when those partners become frustrated and sell their shares.

Unicom puts 14 new partners into its mix

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2017年08月15日 10:01

RETAIL: Alibaba, Tencent Take Wars to Convenience Stores

RETAIL: Alibaba, Tencent Take Wars to Convenience Stores

Bottom line: Alibaba's move into unmanned coffee shops could stand a strong chance of success due to its relative simplicity, while WeChat's move into Hong Kong convenience stores should also be relatively well received.

Alibaba samples coffee shops

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2017年08月14日 10:11

FINANCE: Jack Ma’s Yu’ebao Fund Gets Too Fat

FINANCE: Jack Ma’s Yu’ebao Fund Gets Too Fat

Bottom line: Yu'ebao's further lowering of investment limits shows the Ant Financial-owned fund is growing too unwieldy, and the company would be better advised to diversify its wealth management product portfolio.

Yu'ebao gets too fat on cash

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2017年08月11日 09:43

INTERNET: Mobike Outage Leaves Commuters Sweaty, Late for Work

INTERNET: Mobike Outage Leaves Commuters Sweaty, Late for Work

Bottom line: A peak-time outage for Mobike highlights how popular the shared bike service has become in a very short time and its vulnerability to hiccups, even though bigger issues are more likely to threaten its longer-term survival.

Mobike sees mass outage

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2017年08月08日 10:24

INTERNET: Tencent – China’s New Opiate of the Masses?

INTERNET: Tencent – China’s New Opiate of the Masses?

Bottom line: Tencent could be forced to take more measures to control addictive play of its popular "Honour of Kings" game, which could take a short-term toll on its gaming business.

Military critical of Tencent hit game

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2017年08月07日 10:38

SMARTPHONES: Smartisan Gets New Funding, But From Where?

SMARTPHONES: Smartisan Gets New Funding, But From Where?

Bottom line: Smartisan's new funding and plans to produce 5-6 smartphones a year look like an anomaly in the highly competitive market, and it's unlikely to survive as a standalone entity over the next 5 years.

Smartisan gets new funding

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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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