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  • Real Estate Alert: April 2013 May 02, 2013

    Our monthly real estate alert finds that sales corrected downwards after March's surge, but underlying demand remains strong.

  • Quick Take: Alliance Unlocks Potential of Two Giants May 01, 2013

    The strategic alliance between Alibaba Group and Sina (Nasdaq: SINA) announced on April 29 including Alibaba’s $586m investment for 18% of Weibo and with further scope for increasing…

  • Dashboard: Ctrip Q1 2013 - YoY Booking Growth Drove Q1 Hotel Rev April 29, 2013

    Based on Pacific Epoch's proprietary tracking, we show that Ctrip’s Q1 hotel business grew y-o-y, driven by booking volume growth partly offset by a decrease in room rates and…

  • Dashboard: Sina Q1 2013 - Portal’s Q1 Revenue Flat YoY April 26, 2013

    Pacific Epoch's monitoring of Sina's portal showed flat y-o-y revenue growth in Q1 2013, with Weibo the main growth driver during the quarter. Ad volume was below expectation with…

  • Dashboard: Changyou Q1 2013 - Beats Guidance on TLBB Growth April 26, 2013

    Based on our latest PCU and ARPU tracking, we forecast Changyou's Q1 2013 results to beat rev guidance on strong TLBB performance.

  • Quick Take: Tencent 2013 Game Pipeline April 24, 2013

    Pacific Epoch gathers feedback from game developers and operations staff following Tencent's annual game conference, and highlight key titles in its 2013 games pipeline.

  • Financial Reform: The Acceleration of Financial Innovation April 24, 2013

    The first in our Financial Reform series examines emerging financial innovations, along with the reasons for their emergence and their impact on the economy.

  • Dashboard: Sohu Q1 2013 - Key Verticals Drive Portal Growth April 23, 2013

    Pacific Epoch's tracking of Sohu portal's Q1 2013 performance showed an annual and sequential decline in ad volume, consistent with weak seasonal trends and portal's ongoing pressure…

  • On the Ground: Unity3D Adoption to Drive Next-Gen Games April 22, 2013

    We talk with third-party game developers to assess the implications of the increasingly popular Unity3D game engine on China's game industry. This report is the first of a two-part…

  • Online Games Weekly April 19, 2013

    Key events and statistics for the industry’s major companies and games over the past week.

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  • On the Ground: Guangzhou Trade Fair – Part 2

    May 15, 2013: In Part Two of our GZ Trade Fair OTG we gauge conditions in the export sector by speaking with textile and apparel manufacturers, examining the strategic dilemma they are facing as the economy rebalances in favor of domestic consumption.

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