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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.…
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Baidu (BIDU) Data Weekly: Jan 30 - Feb 5, 2011
February 09, 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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Sohu (SOHU) and Changyou (CYOU) Post-Earnings Recap: Q4 2010
February 01, 2011
A recap of Sohu and Changyou's performance in Q4 2010, following the release of their earnings reports and conference call, as well as our expectations for Q1 and 2011.
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Baidu (BIDU) Post-Earnings Recap: Q4 2010
February 01, 2011
A recap of the company's performance in Q4 2010, following the release of its earnings report and conference call, as well as our expectations for Q1 and 2011.
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Sina (SINA) Quarterly Update & Weibo Revenue Projections: Oct-Dec 2010
February 01, 2011
This inaugural report looks at Sina (Nasdaq:SINA), Pacific Epoch's top pick for China's advertising industry in 2011. This report includes our estimates for Sina's Q4 and FY performance,…
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Quick Take: PMI
February 01, 2011
This Quick Take analyzes the PMI measures of manufacturing activity for January.
