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IPOs: Sohu to List Sogou, AirMedia Lowers Buyout Offer

阳歌 08月01日

财新传媒英文部编辑

Bottom line: Sohu's plan to list its Sogou search unit has a 50-50 chance of happening this year, while AirMedia's 2-year-old privatization plan is likely to close within that period.
Sohu talks IPO for Sogou -- again
A couple of IPOs are in the headlines as we head into the new week, led by an often-discussed offering by perennial third-place search engine Sogou, which is co-owned by Internet titan Tencent (HKEx: 700) and second-rate portal Sohu (Nasdaq: SOHU). At the same time, another second-rate company, AirMedia (Nasdaq: AMCN), has sla......
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VIDEO: Xunlei Founder Resigns as CEO, Sale Coming?

阳歌 06月30日

财新传媒英文部编辑

Bottom line: The resignation of Xunlei's founder as CEO, even as he retains his chairman's title, could indicate a sale is coming soon, with the most likely buyer as Xiaomi.
Big shifts happening in Xunlei boardroom
The incredible shriveling online video company Xunlei (Nasdaq: XNET) is making a tiny splash in the headlines as we head toward the weekend, with word that its founder is relinquishing his position as CEO. The move seems potentially significant, since one of the main obstacles that keeps more companies from being acquired in China is resistance by their ......
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INTERNET: Sohu Brings Home Changyou, LeEco Slashes Jobs

阳歌 05月24日

财新传媒英文部编辑

Bottom line: Sohu could privatize and sell itself after its Changyou buyout, while LeEco's mass layoffs could presage a shuttering of all its newer operations as it reverts to its original online video business.
LeEco slashes jobs
Two relatively large pullbacks are in the headlines as we reach the midpoint of the week, led by the latest privatization bid for online game specialist Changyou (Nasdaq: CYOU) by parent Sohu (Nasdaq: SOHU). That news is coupled with the unrelated by equally large retrenchment by struggling online video company LeEco ......
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VIDEO: Youku-Tencent Scuffle Spotlights Video Tensions

阳歌 05月12日

财新传媒英文部编辑

Bottom line: A tussle that resulted in injuries to a Tencent worker by a Youku peer at an industry event reflects the big tensions that exist in China's online video sector due to years of stiff competition that shows no signs of easing.
Wine glass incident reflects tensions in online video
Stiff competition in a wide range of online industries is pretty much par for the course in China, but a scuffle between employees of Tencent (HKEx: 700) and Youku at an industry event is underscoring just how high tensions can get. This particular case won't real......
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INTERNET: Sohu Slide Continues, Time to Sell?

阳歌 04月25日

财新传媒英文部编辑

Bottom line: Sohu founder Charles Zhang should privatize his company in the next year and then sell off the pieces, or risk see his dwindling empire slowly become worthless.
Sohu's incredible shrinking empire
You know you're a CEO when you can call results like those just released by Internet company Sohu (Nasdaq: SOHU) "solid". Of course that's my sarcastic assessment, after reading the latest quarterly report that absolutely nothing upbeat about it from one of China's oldest Internet companies. Nearly all of the numbers in Sohu's latest......
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IPOs: Sogou Tests IPO Market, But Does Anyone Care?

阳歌 01月04日

财新传媒英文部编辑

Bottom line: Sogou is unlikely to make an IPO this year, despite new talk of potential for such a plan from its CEO, and may ultimately never list due to its lackluster performance. 
Sogou floats another IPO plan
Online search engine Sogou is testing the market yet again for a potential IPO, hoping to spin a story of opportunity to grab market share from scandal-tainted industry leader Baidu (Nasdaq: BIDU). That story may sound attractive to investors unfamiliar with this perennial number-three in China's search market, whose main shareholders are w......
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E-COMMERCE: Alibaba Gets Christmas Coal from Washington

阳歌 12月22日

财新传媒英文部编辑

Bottom line: Alibaba's Taobao marketplace is likely to be included on the annual US "notorious markets" for piracy list for the next 1-2 years, after its return to the list this year.
Alibaba's Taobao gets coal for Christmas
Christmas may be just around the corner, but the folks at e-commerce giant Alibaba (NYSE: BABA) won't be feeling much holiday cheer this year. That's because Alibaba's hugely popular Taobao C2C marketplace has just been included on the latest edition of Washington's annual "notorious markets" f......

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陈酿老久 实朴

原文:还乡琐记:草木叩门 生活继续

吴春波H-R “乡田同井,出入相望,守望互助,疾病相持”,已成追忆。

原文:还乡琐记:草木叩门 生活继续

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

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