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SMARTPHONES: Oppo Lands in India Protest Storm

阳歌 03月31日

财新传媒英文部编辑

Bottom line: A mass protest against Oppo in India over a Chinese manager's desecration of the national flag won't impact the company beyond a week or two, and reflects cultural sensitivity issues Chinese firms will face as they expand abroad.
Oppo under fire in India
Smartphone high-flyer Oppo is quickly learning the road to India isn't always so smooth, with word of a mass protest at the company's local operation due to a controversy involving desecration of the Indian flag. In this case the company appears to be learning a fast lesson in cultural sen......
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SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

阳歌 03月13日

财新传媒英文部编辑

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.
Oppo in India cricket deal
Smartphone high-flyer Oppo is trying to show the world it's serious about India, with word it will pay 1.1 billion yuan ($160 million) for rights to sponsor the nation's national cricket team. News of the deal comes just three months after China's top smartphone brand announced plans to build a production facility......
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SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

阳歌 02月27日

财新传媒英文部编辑

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.
Bottom line: The absence of Oppo and Vivo from the world's top telecoms trade show in Spain this week reflects their overwhelming reliance on China sales, while Xiaomi's absence from the show could be a cash conservation move.
Vivo, Xiaomi absent from top telecoms trade show <......
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Bottom line: Lenovo could reverse its smartphone decline this year under a new leadership team anchored by a respected company veteran, though chances of success are relatively low due to stiff competition and magnitude of the task.
Lenovo nets former Samsung smartphone exec
My first post in the new lunar Year of the Rooster seems like a good time to look at the ultra-competitive smartphone market, and what may lie ahead for the embattled Lenovo (HKEx: 992) as it seeks to regain its footing in the space. CEO Yang Yuanqing has made repeated overhauls of his mobile devi......
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Bottom line: The departure of former Google executive Hugo Barra from Xiaomi marks the end of a chapter for the smartphone maker, which stands only a 50-50 chance of surviving over the next 5 years in the cutthroat market.
Xiaomi's Barra heads back to US
The world was all abuzz in 2013 when Hugo Barra suddenly gave up his cozy position as a high executive at Google (Nasdaq: GOOG) to join a then-little-known Chinese smartphone maker called Xiaomi. Gossip swirled that his departure might be linked to a high-powered love triangle, even though the more obvious ex......
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Bottom line: Xiaomi could return to growth mode in China this year on the strength of stronger models, while Huawei's local market share will contract as it focuses on profitable sales and backs away from money-losing businesses.
Huawei meets reduced smartphone target
Two of China's former smartphone leaders are in the headlines going into the weekend, casting a spotlight on the difficulties these past high-flyers face after becoming king of the world's biggest market. In one story the faded Xiaomi is saying the worst is behind it, and the compan......
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Bottom line: Chinese smartphone brands with local production are most likely to survive upcoming price wars they are exporting to India, while Nokia's new smartphones are unlikely to make any inroads in China over the next 2-3 years. 
China exports smartphone price wars to India
A case of deja vu is rapidly shaping up in India, where Chinese smartphone makers have flocked over the last two years in search of growth outside their overheated home market. In this case media are reporting that Chinese brands have surged to take half of the Indian market by dumping millions......
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TELECOMS: Huawei Declares End to Growth at Any Cost

阳歌 01月03日

财新传媒英文部编辑

Bottom line: Huawei's revenue growth for 2017 is likely to drop by more than half from 2016's rate of 32 percent as it cuts its money-losing businesses, with the biggest slowdown likely to come in its smartphone unit.
Huawei to focus on profitability in 2017
Quality over quantity is a growing theme in China these days, as the nation puts aside its previous pursuit of high growth at any cost in exchange for more sustainable expansion in high-quality areas. After starting at the top in Beijing, that theme is trickling down the corporate food chain to telecoms giant H......
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CONSUMER: ZTE Hops Into Smart Cars, Gome Into Smartphones

阳歌 12月20日

财新传媒英文部编辑

Bottom line: ZTE's move into smart cars and Gome's into smartphones follow a typical Chinese pattern of herd mentality investing, and are both likely to fare poorly. 
ZTE buys car maker Granton
A couple of headlines are shining a spotlight on the herd mentality you often see among Chinese companies looking for the next big growth opportunity. One of those has telecoms stalwart ZTE (HKEx: 763; Shenzhen: 000063) buying a small bus maker, parroting a trend among a growing number of firms who see the future in smart vehicles. The other has the increasingly ir......
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Bottom line: Qihoo's latest smartphones foray with its purchase of the obscure Blephone reflects the tenacity of founder Zhou Hongyi, but will quickly end in failure due to a late arrival and intense competition in the space.
Qihoo dives back into smartphones with Blephone
Security software maker Qihoo 360 just  doesn't change its mind when opinionated CEO Zhou Hongyi sets his sights on something. After a somewhat disastrous beginning to Zhou's foray into smartphones over the last 2 years, he's loudly proclaiming that 2017 will be the year of the ......

精彩评论

小胖子真不瘦 风口浪尖上的传奇人物!如果你就这样被打败,那你就真的太失败了,但是我相信你不是这种人,期待你东山再起的那天。

原文:回来吧,贾跃亭

lulud 创业英雄还是欺诈惯犯

原文:回来吧,贾跃亭

zhangmingxiao 川普执政一百多天,初见端倪

原文:商人治国成笑柄

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

叶伟强 需求、供给、货币,都是影响价格的重要因素

原文:房价之谜 | 悬而未决的崩盘隐忧(完整版)

zhangmingxiao 合理吗?

原文:房价之谜(三)| 中国房价到底“合理”吗?

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