Company Overview and News

19
Can Google Demolish the Barrier to China Reentry?

12h zacks
Recent reports suggest that Google-parent Alphabet, Inc. (GOOGL - Free Report) is planning to expand in China. Although Google’s core services, Google Search, Gmail and YouTube, remain blocked in China, the company is involved in providing digital tools and support to large a number of Chinese app developers and manufacturers, mobile companies and advertisers, who want to reach out to their global customers.
JD FB GOOGL 0700 NFLX BIDU

19
Trade war is still the biggest ‘tail risk,’ say global fund managers - MarketWatch

14h marketwatch
Around 57% of fund managers cited “trade war” as the biggest tail risk, putting it at the top of the list for a third straight month, the Bank of America Merrill Lynch survey of fund managers found. The survey of 185 managers with $534 billion in assets under management was conducted between Aug. 3 and 9.
FB BABA GOOGL 0700 AAPL NFLX GOOG BIDU

9
Sogou: Be More Cautious Ahead

14h seekingalpha
Sogou Inc. (SOGO) is a leading search engine and has grown to become the second largest search engine (smaller than Baidu BIDU) by mobile queries and the fourth largest Internet company (smaller than Baidu, Shenma and 360) based on monthly active users (MAU) in September 2017. Sogou has two major products and services, Sogou input method and search engine. Sogou input method is the largest Chinese language input software (63% market share) by MAU for both mobile and PC, however, Baidu is catching up very quickly, as Baidu's language input recorded 335 million queries per day versus 300 million queries per day for Sogou during Q2 2018.
SOGO BIDU

3
NIO seeks to raise $1.8 billion in biggest US listing by China automaker

18h livemint
Hong Kong/Shanghai: Chinese electric vehicle start-up NIO on Monday filed for a $1.8 billion initial public offering of its American depositary shares, the biggest US listing by a Chinese automaker. The company, backed by Chinese tech heavyweight Tencent Holdings Ltd, applied for a float of up to $1.8 billion, according to its filing with the Securities and Exchange Commission.
KNDI DB 0700 2333 MS BIDU

46
IQ Stock is the Latest Hot Issue from China

2018-08-10 investorplace
The hottest Chinese stock on the U.S. market today is a video streamer called IQIYI (NASDAQ:IQ).
BABA IQ GOOGL 0700 NFLX BIDU

6
Shibuya109 eyes bigger reach through partnership with South Korea e-commerce site Cafe24

2018-08-10 japantimes.co.jp
SEOUL – The operator of South Korea’s cross-border, multilingual e-commerce platform Cafe24 and Tokyo’s Shibuya109 shopping mall have joined forces to invigorate global clothing exports of the two countries’ fashion brands.
FB PYPL BIDU

25
Namaste Technologies Could Be the Amazon of Pot

2018-08-09 investorplace
It is common practice to build a business based on the past success of a similar model. It’s also smart. For example, Chinese technology giant Baidu (NASDAQ:BIDU) is often dubbed the “Google of China.” Over the last decade, BIDU is a 20-bagger that is now worth $90 billion. Another example is Iqiyi (NASDAQ:IQ), or the “Netflix of China.” Since its IPO, the stock is up over 100% in four months.
NXTTF IQ BIDU

8
AI Arms Race with China: Deep Learning and Investing

2018-08-09 zacks
Are you an investor in Chinese technology stocks? Then you know it's been a tough year to stay invested.
GD GOOGL NVDA BIDU

30
iQIYI: Endorsement From A Portfolio Manager

2018-08-09 seekingalpha
A New York-based asset manager had invested in iQIYI toward the end of the first quarter.
IQ BIDU

4
Baidu's Big Buying Opportunity

2018-08-08 seekingalpha
Despite reporting better than expected Q2 results, and guiding higher for Q3, Baidu remains range bound trading near its lowest levels for the year.
BIDU

6
Baidu: Google Fears Gift

2018-08-08 seekingalpha
Despite reporting outstanding Q2 results, Baidu (BIDU) slumped on news of Alphabet/Google (GOOGL, GOOG) planning to re-enter the search market in China. The market completely ignored those quarterly results and the attractive value of the stock in fears of a search platform that wasn't even a major threat when Google left back in 2010. Market fears surrounding Google entering China are another gift to own Baidu at lower levels than my previous investment call.
GOOGL BIDU

35
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q2 2018 Update

2018-08-08 seekingalpha
The portfolio continues to be very concentrated with the top five positions accounting for ~29% of the 13F portfolio.
FB SERV IBKR GOOG MHFI SPGI CME AGN AMT AVGO WSH ICE FIS INTC BIDU CBRE ECL AWI EFX VRSN WLTW ZTS V 7018 CBG PRI GOOGL CACC ADI BRCM TNET

21
Asia Embraces Dual-Class Shares, and Investor Activists Smolder - Bloomberg

2018-08-08 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
FB BABA NDAQ GOOGL 0700 AAPL DTK ICE GOOG BIDU

6
Baidu's Billionaire CEO Declares He Can Beat Google Again - Bloomberg

2018-08-08 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
GOOGL GOOG BIDU

58
4 Chinese Stocks To Buy During the Tech Dip

2018-08-07 investorplace
Thanks to broad tech-sector weakness, concerns regarding global digital-advertising growth and prevailing trade-war risks between the China and the U.S., red-hot China tech stocks have rolled over recently. The Invesco China Technology ETF (NYSE:CQQQ), which was once up more than 120% over the past five years, is down 15% year-to-date and now up just 80% over the past five years.
JD WB CQQQ BABA AMZN NFLX GOOG BIDU

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CUSIP: 056752108