Listed Firms

• Sina Admits It Has Not Complied With Weibo Real Name Registration Rules
  Posted by bbishop on April 28th, 2012 at 4:11 am, Comments: 0

  Sina’s ($SINA) recently released 20-F filing has an interesting section on regulatory risk surrounding Weibo. The company admits it has not fully implemented real name [...]

• Groupon’s China Firesale
  Posted by bbishop on April 19th, 2012 at 3:30 am, Comments: 0

  Pando Daily has a summary of what looks to be the final deal for Gaopeng, Groupon’s ($GRPN) disastrous China venture. In Groupon’s China Effort Takes Another [...]

• Tweeting The Sina Q4 2011 Earnings Call
  Posted by bbishop on February 27th, 2012 at 10:08 pm, Comments: 0

  Sina reported disappointing Q4 2011 results and Q1 2012 guidance. I tweeted the earnings call and have embedded some of my comments below. CEO Charles [...]

• New Registrations For Sina Weibo Appear To Have Fallen Off A Cliff
  Posted by bbishop on February 7th, 2012 at 8:01 am, Comments: 0

  At one point in 2011 Sina ($SINA) Weibo was seeing 20 million or so new registrations per month. Today we learned that the government will [...]

• MIH Is A Good China Partner, Yahoo Is A Bad China Partner
  Posted by bbishop on January 31st, 2012 at 3:48 am, Comments: 0

  Yahoo ($YHOO) owns nearly 40% of Alibaba. Jack Ma is desperate to cut its stake and used alleged Chinese government discrimination against foreign investors to expropriate [...]

• How One Chinese Firm Intimidates Short Sellers
  Posted by bbishop on January 22nd, 2012 at 8:27 pm, Comments: 0

  Crazy story–How They Do It: The White Shoe Lawyers, SkyPeople And The Case Of The Disappearing Documents : The Financial Investigator. Will Focus Media or [...]

• Internet Post Accuses Perfect World CEO Of Dirty Dealings
  Posted by bbishop on January 10th, 2012 at 2:37 am, Comments: 0

  Shares of Chinese online game firm Perfect World ($PWRD) plunged 26% Monday because of a Chinese Internet posting accusing CEO Michael Chi of insider dealings, tax [...]

• Sina Telling Investors There Will Be No Fees To Verify Real Names
  Posted by bbishop on January 10th, 2012 at 2:12 am, Comments: 0

  Sina ($SINA) has been telling Wall Street analysts and some investors that there will be no charges to verify real names on Weibo, in contrast [...]

• Update On Weibo Real Name Registration And Associated Fees
  Posted by bbishop on January 4th, 2012 at 11:15 pm, Comments: 0

  Time Weekly looks at id5 (北京国政通科技有限公司), a company that verifies real names in China and may the prime beneficiary of the real name requirement for [...]

• 2011 China Internet Stock Carnage In Pictures
  Posted by bbishop on December 19th, 2011 at 1:52 am, Comments: 0

  To state the obvious, this bubble has burst. Previously I looked at the performance of the 2011 China Internet IPOs in The Fritz Demopoulos China Internet [...]