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Quick Take: Fundamentals Remain Positive for Golden Eagle, Intime
February 14, 2011
Share prices of Golden Eagle (3308.HK) and Intime Department Store (1833.HK) tumbled 10.6% and 10.4%, respectively, in high trading volume from February 7-11, the first five trading…
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Ctrip.com (CTRP) Post-Earnings Recap
February 14, 2011
Pacific Epoch’s reaction to Ctrip.com’s earnings announcement for Q4 2010.
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Baidu (BIDU) Data Weekly: Feb 6-12, 2011
February 14, 2011
Pacific Epoch’s weekly update of key data for Baidu's paid search business. Featured metrics include commercial keyword search volume and click-through, as well as non-commercial…
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The China Report: Agricultural Commodities January Update
February 14, 2011
Each month, Pacific Epoch analyzes the agricultural commodity markets in China, including grains such as wheat, rice and corn; oils such as soybean, rapeseed and palm; as well…
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Online Games Weekly: Jan 31-Feb 6
February 11, 2011
Pacific Epoch analysts aggregate and analyze key events and statistics for the industry’s major companies and games. This report includes a weekly update on the ACU and PCU of…
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Ctrip.com (CTRP): Q4 Should Be Fine; Concerns About Competition Overblown
February 10, 2011
Today’s Ctrip.com (CTRP) Q4 earnings report provides our view on revenue in Q4 2010 and briefly outlines prospects for the online travel market in 2011. The primary theme is…
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Quick Take: Chinese New Year Retail Sales Remain Strong
February 10, 2011
It was business as usual for retailers during the peak Chinese New Year (February 2-8) shopping season: total sales grew 19% y-o-y to RMB 404.5 billion, according to the Ministry…
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The China Report: Quick Take - Wheat and Drought
February 10, 2011
This Quick Take analyzes the likely impact of drought in northern China on the country's wheat production.
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The China Report: Quick Take - Interest Rate Hike
February 09, 2011
This Quick Take analyzes the central bank's most recent interest rate hike.
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The China Report: Export Survey - January Update
February 09, 2011
This monthly report dissects data gathered from Pacific Epoch surveys of 100 export manufacturers from all over China, gauging current business conditions and forecasting demand.…
