tudou
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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: 0Share on StockTwits Of the 8 China Internet IPOs in 2011 only one–Qihoo ($QIHU)–is above its IPO price. My understanding is that the remaining China [...]
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China Officially Limits Entertainment Programming on Satellite TV. Good Or Bad News For Youku And Tudou?
Posted by bbishop on October 25th, 2011 at 3:52 am, Comments: 0Share on StockTwits The State Administration of Radio, Film and Television (SARFT), China’s primary regulator of television and video programming, has issued an edict (限娱令) limiting [...]
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Sina Has Lost 78 Million On Its Mecox Lane And Tudou Investments
Posted by bbishop on October 12th, 2011 at 5:53 am, Comments: 0Share on StockTwits Sina ($SINA) is proving again that most companies, even very good ones, make bad minority strategic investors. Sina purchased 1,075,000 shares at [...]
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LeKan, The Chinese Netflix For Kids
Posted by bbishop on September 23rd, 2011 at 8:50 am, Comments: 0Share on StockTwits LeKan 乐看 launched today. It is essentially a Chinese Netflix ($NFLX) for kids. Founded by a team of former Disney ($DIS) China [...]
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China VIE Issue Overblown, Vice Premier Issues Directive To Recognize Existing Ones?
Posted by bbishop on September 19th, 2011 at 3:00 am, Comments: 0Share on StockTwits Earlier today I commented on a somewhat alarming story about the variable interest entity (VIE) structure that many Chinese companies use to [...]
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Reuters: China VIE Company Structure Under Threat
Posted by bbishop on September 18th, 2011 at 9:46 pm, Comments: 0Share on StockTwits [UPDATE: This issue may be a bit exaggerated, if one of of China's veteran executives has good information. Xie Wen claims that [...]
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Do Most Chinese Internet Firms Have A Technically Illegal Corporate Structure?
Posted by bbishop on September 2nd, 2011 at 5:59 am, Comments: 0Share on StockTwits The Financial Times reports today on a potentially problematic development for many Internet in China. In Foreign internet presence in China to [...]
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Sina Buys 9.05% Of Tudou. Should Investors Cheer? (Updated)
Posted by bbishop on August 29th, 2011 at 9:37 pm, Comments: 0Share on StockTwits 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 [...]
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Bill Bishop is an American living in Beijing. He is bilingual and has experience working in both US and China. In 1997 he co-founded CBS MarketWatch and stayed until the sale in 2004 to Dow Jones. He was never a journalist, and instead worked in several business roles over the years, the last as head of the MarketWatch consumer Internet business. More »
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