• Related Research

  • On the Ground: Internet May 16, 2012

    In this edition, we present the results of our regular survey of 300 randomly selected Baidu advertisers and examine how ancillary services are leading to changes in advertiser…

  • Electronics Price War Zaps Margins May 11, 2012

    In this special report, Pacific Epoch identifies key trends in the escalating price war among major players in the growing online electronics and home appliances market, based…

  • On the Ground: Internet May 08, 2012

    Pacific Epoch analysts assess the role of China's telecom carriers in the mobile ads space, and examine how the emergence of several travel photo sites is generating interest in…

  • On the Ground: Internet May 02, 2012

    Pacific Epoch analysts gather industry opinions on Baidu's "Brand Link" advertising service update, examine the costs and results and its future prospects, including projected…

  • Dangdang Update: Unclear Direction Leads to Cautious Outlook April 19, 2012

    In this report, we look at Dangdang's (DANG) prospects in 2012 and beyond as the company struggles to maintain continuity among its management ranks while seeking to rapidly diversify…

  • Quick Take: Online Video Content Procurement Costs Deflating April 19, 2012

    Pacific Epoch analysts examine trends in procurement costs for content among online video companies, following a period of soaring costs in late 2011.

  • On the Ground: Internet April 18, 2012

    Pacific Epoch analysts investigate a semi-legitimate advertising service that has sprung up on Sina (SINA) and Tencent (0700.HK) Weibo platforms and seek out advertiser feedback,…

  • Special Report: Alibaba Update April 18, 2012

    In this report, we examine Alibaba Group's prospects, comprised to an ever greater extent of its C2C and B2C services, Taobao and Tmall.

  • On the Ground: Internet April 09, 2012

    In this report, Pacific Epoch analysts survey manufacturers advertising on both Baidu (BIDU) and Alibaba's domestic platform 1688.com for clues as to how the two services complement…

  • Quick Take: Sina (SINA) Weibo Activity Update March 26, 2012

    Pacific Epoch’s proprietary activity tracking indexes show little has changed in the first full week after the introduction of rules blocking microblog users that have not registered…