• TH Capital - WB: Improving User Engagements and Monetization; Initiate with a Buy Rating
  • T. H. Data Flash – Vipshop Holdings Limited (VIPS) – July 2014: Solid SKU Growth in 2Q14; Growth is Likely To Decelerate in July, But Pick Up in August Due to Promotions
  • YOKU: Head Content Competition Postpones Profitability; Monetization of Organic Video Views is Key; Downgrade to Hold

Research

Newsroom

2015-08-14

NetEase In Risky Territory With New E-Com Venture

NetEase In 'Risky' Territory With New E-Com VentureNetEase (NASDAQ: NTES) stock tumbled Thursday after the China-based gaming and Internet company reported lower profit margins from some of its newer operations and experienced fallout from the temporary suspension of sales of some lottery pr……
2015-08-14

Reality Hits Alibaba’s Results

Reality Hits Alibaba’s ResultsMonths after monster U.S. IPO, e-commerce company faces expensive effort to court mobile phone users, challenges in managing expansive businessAlibaba’s weakening grip on China’s e-commerce market is alarming investors spooked by the company’s slowing revenue growth, a ……
2015-03-30

T. H. Capital Conferences

 T. H. Capital conferences bring together corporate leaders, industry professionals and institutional investors to discuss  trends of sector and market.   We organize a&n……
2015-03-30

NetEase Leverages Partnerships In Mobile Gaming Shift

BY MICHELE CHANDLER, INVESTOR'S BUSINESS DAILY02/07/2015 08:02 AM ET Chinese Web portal NetEase (NASDAQ:NTES) is riding a wave of new strategic partnerships and rising revenue from its online games, advertising and e-commerce operations as it prepares to post Q4 earnings after the market close ……
2015-03-30

Homeinns Hotel Group Downgraded by TH Capital to “Hold” (HMIN)

Posted on Mar 12th, 2015T.H. Capital cut shares of Homeinns Hotel Group (NASDAQ:HMIN)froma buy rating to a hold rating in a research reportsent to investors on Thursday morning.Separately, analysts at Brean Capital reiterated a buyrating and set a $47.00 price target on shares of Homeinns Hotel Gro……
2015-03-30

SouFun Holdings Sets New 52-Week Low at $6.50 (SFUN)

Posted on 01/15/2015SouFunHoldings (NASDAQ:SFUN) shares hit a new 52-week low during trading on Thursday , American Banking and Market News reports. The company traded as low as$6.50 and last traded at $6.70, with a volume of 4,753,891 shares traded. Thestock had previously closed at $7.25.A number ……
2015-03-30

Jumei’s Makeover Is More Than Cosmetic

Post on 03/17/2015JumeiInternational Holding is in the business of selling cosmetics and other beautyproducts. The company’s stock, however, looks anything but dolled up.Shares of Beijing-headquartered Jumei (JMEI) have tumbledan unflattering 66% since mid-August as the largest niche e-tailer of bea……
2015-03-30

天灏资本:京东第四季度GMV强劲增长

新浪科技讯北京时间2月18日晚间消息,香港投行天灏资本今天发布研究报告称,京东(Nasdaq:JD)2014年第四季度及2015年1月商品销售总额(GMV)呈现强劲增长的趋势。报告未给出股票评级和目标股价。  以下为报告全文:  自营业务GMV的同比增长率第四季度可能将加速  我们的私有数据显示,京东自营业务的GMV第四季度可能将同比增长82.3%,至501亿元人民币。其中,电子和家电品类的GMV可能将同比增长87.9%,至442亿元人民币,而日用百货和其他商品品类的GMV将同比增长49.5%,至60亿元人民币。环比来看,GMV的加速增长是由于销量的增长,但同时也被平均售价的下降所抵消。201……

About

Contact

Careers

T.H. Capital is an independent research and investment advisory firm specializing in China. It offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. The company delivers relevant, comprehensive and data driven research adding immense value to clients.
Address:

5E, Tower D, Central International Trade Center, 6 Jianguomenwai Avenue, Beijing 100022, China

Tel:

86+10 85670787

Email:

services@thcapital-china.com

Do you enjoy pursuing original research in any aspect of the financial markets and have the ability to present research in a refreshing and captivating manner.
Careers