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Online advertising: more mobile, more targeted

Online advertising continues to steal budget from traditional media in China. Within this growing market, we expect strong growth on mobile, while better-targeted formats will steal market share from portal sites.

28 August 2014

Media reforms on the way

A recent announcement by Chinese president Xi Jinping urging deeper reform of China’s media sector has sparked debate about the likely impact on the top-performing A-share sector last year.

28 August 2014

Weibo – growth faces mounting threats

Despite rapid top-line growth, mounting issues with user acquisition and retention and limited ad inventory diversification present real threats to Weibo’s prospects.

28 August 2014

Autohome – car site remains in the fast lane

Continued strong advertising revenue and a number of recent product launches and partnerships should drive further strong revenue growth for China’s leading car information and listings site.

28 August 2014

East Money – e-commerce services drive rapid growth

Rapid growth in financial e-commerce services has driven significant top-line and bottom-line improvements for China’s leading financial information vertical portal.

28 August 2014

58.com – classified ad leader facing property headwinds

China’s leading online classified advertising site by revenue should continue to outperform in a fast-growing sector, but sluggish property sales are likely to exert a short-term drag on revenue.

28 August 2014

Alibaba and JD.com strengthen grip on e-commerce market

China’s two largest e-commerce companies, Alibaba and JD.com (JD:Nasdaq), continue to cement their leading position in the rapidly consolidating e-commerce market at the expense of mid-sized players, according to our latest consumer survey.

11 August 2014

Ctrip – maintaining its lead despite margin pressures

An aggressive acquisition strategy has enabled Ctrip to consolidate its leadership of China’s overseas travel agency market. However, competition is growing, while margins continue to decline.

31 July 2014

Priceline – tapping into the outbound tourism boom

US online travel agent Priceline is poised to gain further market share in China, supported by its huge overseas hotel inventory and the trend towards independent travel among wealthier Chinese tourists.

31 July 2014

Qunar – price comparison site gains ground

China’s leading travel price comparison site is enjoying growing popularity among price-sensitive consumers, but rising costs associated with restructuring continue to weigh on its bottom line.

31 July 2014

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