Bottom line: Cars from Tesla’s Shanghai Gigafactory could pose a short-term challenge to luxury brands like Audi and BMW, and could help to revive the nation’s flagging NEV market longer-term...
http://www.youngchinabiz.com/en/new-tesla-plant-to-charge-up-chinas-electric-car-market-not-so-fast/
Bottom line: Weibo and its stock could remain under pressure for some time to come, potentially a long time if its new Oasis platform doesn’t provide the kind of relief that it is hoping for. W...
Bottom line: WeChat’s growing hubris, reflected by increasingly aggressive content filtering, could open the door to a more user-friendly competitor. These days the following exchange seems to ...
http://www.youngchinabiz.com/en/wechats-hubris-could-open-the-door-to-needed-competition/
Bottom line: The current wave of US and Hong Kong IPOs by Chinese tech firms may still have some power, but should peter out by the first quarter of next year. I’ve been trying for quite some t...
http://www.youngchinabiz.com/en/offshore-china-tech-ipo-wave-should-peter-out-by-next-year/
Bottom line: Baidu’s massive ad cleanup in May and shuttering of a site for travelers reflects ongoing pressure on its core ad-dependent search business while spotlighting its inability to bran...
http://www.youngchinabiz.com/en/internet-baidu-removes-millions-of-ads-shutters-travel-service/
Bottom line: Shares of recently listed loss-making Chinese tech firms like Mogu are likely to languish as long as they post losses, but could gain some new life if and when they can show sustaine...
Bottom line: China’s telcos won’t accelerate their 5G network building even if licenses are issued earlier than expected this year, though foreign equipment suppliers could benefit if Huawei ...
http://www.youngchinabiz.com/en/telecom-china-hits-5g-accelerator-but-will-telcos-bite/
Bottom line: The US decision to force a sale of gay dating app Grindr by its Chinese owner reflects a new environment where Washington is almost certain to veto China purchases of local firms wit...
http://www.youngchinabiz.com/en/internet-grindr-case-bodes-poorly-for-china-tech-in-us/
Bottom line: Baidu’s first-ever loss since going public reflects a long-anticipated decline for its core search business, which could mark the start of a longer-term decline due to lack of a st...
http://www.youngchinabiz.com/en/internet-loss-shakes-baidu-to-the-core/
Bottom line: Meituan’s opening of its delivery unit to more customers looks smart but will require execution to succeed, while shares of money-losing Starbucks challenger Luckin will move stead...
http://www.youngchinabiz.com/en/internet-money-losers-meituan-luckin-search-for-profits/
Bottom line: Live streaming gamer DouYu should get relatively strong demand for its $500 million New York IPO, while a smaller listing plan by younger coffee specialist Luckin is likely to die on...
http://www.youngchinabiz.com/en/ipos-money-burners-douyu-luckin-look-to-wall-street-for-cash/