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• The Fritz Demopoulos China Internet Top And The 2011 IPO Horror Show
  Posted by bbishop 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 [...]

• The Rise And Fall Of Chinese Facebook Clone Kaixin001 (UPDATED)
  Posted by bbishop 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 [...]

• WSJ Says Yahoo And Alibaba Are Bickering Over Terms
  Posted by bbishop on October 28th, 2011 at 1:44 am, Comments: 0

  Yahoo ($YHOO) is considering a way to save billions of dollars in taxes from a sale of its Alibaba stake, according to the Wall Street [...]

• China VIEs. The End Of A Flawed Strategy. An Update/Rebuttal. : China Law Blog
  Posted by bbishop on October 12th, 2011 at 8:42 pm, Comments: 0

  China VIEs. The End Of A Flawed Strategy. An Update/Rebuttal. : China Law Blog If you are interested in this issue you have to read [...]

• Sina Has Lost 78 Million On Its Mecox Lane And Tudou Investments
  Posted by bbishop on October 12th, 2011 at 5:53 am, Comments: 0

  Sina ($SINA) is proving again that most companies, even very good ones, make bad minority strategic investors. Sina purchased 1,075,000 shares at $29 as part [...]

• The US Government Would Likely Block An Alibaba Purchase of Yahoo
  Posted by bbishop on October 3rd, 2011 at 5:40 am, Comments: 0

  Alibaba CEO Jack Ma said Friday that he is moving to the US for a year and is interested in buying all of Yahoo ($YHOO). [...]

• Sorry Yahoo But Jack Ma Is The Only Buyer Of Your Alibaba Stake
  Posted by bbishop on September 16th, 2011 at 11:26 pm, Comments: 0

  Realistically there is only one buyer for Yahoo’s China assets–Jack Ma and whatever investor group he arranges. Of course other groups can and may bid, [...]

• In China, Foreign Internet Investors Reassess Contracts-WSJ
  Posted by bbishop on September 6th, 2011 at 10:44 pm, Comments: 0

  Related to one of the issues discussed in recent posts Could Regulatory Winter Be Coming For China Internet Investors? and Do Most Chinese Internet Firms Have A Technically [...]

• Should Baidu Buy Sina Or Another Social Media Play Like Renren?
  Posted by bbishop on September 2nd, 2011 at 8:55 am, Comments: 0

  Zhao Chunming, a well-regarded analyst at Susquehanna International Group (SIG), circulated a note earlier this week in which he suggested that in an ideal world Baidu [...]

• Sina Buys 9.05% Of Tudou. Should Investors Cheer? (Updated)
  Posted by bbishop on August 29th, 2011 at 9:37 pm, Comments: 0

  Sina ($SINA) spent $66.4M to acquire 9.05% of Tudou ($TUDO), one of China’s leading online video sites, or as CEO Gary Wang describes it: “YouTube [...]