Archive for November, 2011

  • The Fritz Demopoulos China Internet Top And The 2011 IPO Horror Show
    Posted by on November 30th, 2011 at 3:10 am, Comments: 0

    Of the 8 China Internet IPOs in 2011 only one–Qihoo ($QIHU)–is above its IPO price. My understanding is that the remaining China Internet IPOs in [...]

  • China Digital Media Readings for November 29th
    Posted by on November 29th, 2011 at 8:45 am, Comments: 0

    billbishop： 就诚信危机给新浪管理层的谏言 _新浪（SINA） _i美股 – Does Sina Face A Credibility Crisis With Investors? | DigiCha – Who’s paying for the public welfare? – China Media [...]

  • Does Sina Face A Credibility Crisis With Investors?
    Posted by on November 29th, 2011 at 2:07 am, Comments: 0

    In the first hour of trading Monday Sina dropped over $10, hitting a new 52 week low. The stock recovered a bit, closing just under [...]

  • The Rise And Fall Of Chinese Facebook Clone Kaixin001 (UPDATED)
    Posted by on November 27th, 2011 at 2:57 am, Comments: 0

    An ad agency recently sent out a note showing the dramatic rise and then crash of Kaixin001 (开心网), once one of China’s leading social networking [...]

  • China Digital Media Readings for November 22nd
    Posted by on November 22nd, 2011 at 4:23 am, Comments: 0

    2009—Sina, Focus Media drop merger plan | Reuters- two years ago//SHANGHAI, Sept 28 2009 (Reuters) – Sina Corp (SINA.O) and Focus Media Holding Ltd (FMCN.O) [...]

  • Muddy Waters Shatters Focus Media
    Posted by on November 22nd, 2011 at 3:03 am, Comments: 0

    The Muddy Waters report on Focus Media ($FMCN) is both stunning and potentially worrisome for more companies than just Focus Media. From the report summary: [...]

  • China Digital Media Readings for November 21st
    Posted by on November 21st, 2011 at 6:59 am, Comments: 0

    Youku Falls Again: Hyped IPOs Continue Their Falls – Seeking Alpha – down 55-86%, bankers earned their fees. $yoku $renn $dang $tudo Economic Importance Of [...]

  • China Digital Media Readings for November 16th
    Posted by on November 16th, 2011 at 6:43 am, Comments: 0

    Chatter in China: Multinationals turn to Weibo | Reuters – 首页 – 360购物导航-实用网址大全,安全上网从360开始 – Chinese Group Buy 24quan Closing Offices, Withholding Wages, Ignoring Debts | [...]

  • China Digital Media Readings for November 15th
    Posted by on November 15th, 2011 at 6:05 am, Comments: 0

    电信联通遭反垄断调查_财经热点调查_中国网络电视经济台 – CCTV on the attack, its special section on the telecom/unicom anti-monopoly investigation The Relevant Organs (relevantorgans) on Twitter – a must follow if [...]

  • China Digital Media Readings for November 11th
    Posted by on November 11th, 2011 at 7:33 am, Comments: 0

    人民邮电报驳斥央视电信联通垄断报道-《财经网》 – telecom newspaper vs cctv over unicom-telecom investigation. lots of competing interests. timing politically suspicious given who has the most interest in the telecom [...]