Robyn's Feed
Apr 3, 2014
via Breakingviews

Alibaba shopping spree needs better explanation

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By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Alibaba’s shopping spree needs better explanation. The Chinese e-commerce giant has spent $3.8 billion on acquisitions and investments since 2013. The land grab may excite prospective investors ahead of its long-awaited initial public offering (IPO). But Alibaba will eventually have to justify its purchases.

Apr 3, 2014
via Breakingviews

Alibaba shopping spree needs better explanation

Photo

By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Alibaba’s shopping spree needs better explanation. The Chinese e-commerce giant has spent $3.8 billion on acquisitions and investments since 2013. The land grab may excite prospective investors ahead of its long-awaited initial public offering (IPO). But Alibaba will eventually have to justify its purchases.

Mar 20, 2014
via Breakingviews

Valuing Tencent’s chat app remains an act of faith

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By Robyn Mak
The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Putting a value on WeChat remains an act of faith. Internet giant Tencent has shed some light on its popular messaging and social media service. But sparse details on costs and regulatory risks make future growth and earnings potential hard to pin down. Valuations are still largely based on hope.

Mar 20, 2014
via Breakingviews

Valuing Tencent’s chat app remains an act of faith

Photo

By Robyn Mak
The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Putting a value on WeChat remains an act of faith. Internet giant Tencent has shed some light on its popular messaging and social media service. But sparse details on costs and regulatory risks make future growth and earnings potential hard to pin down. Valuations are still largely based on hope.

Mar 13, 2014
via Breakingviews

Alibaba film deal adds to China internet frenzy

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By Robyn Mak
The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Alibaba’s latest deal shows the extent of investors’ frenzy for China’s internet. The e-commerce giant announced on March 11 it had agreed to buy 60 percent of Hong-Kong listed ChinaVision for $804 million. The film group’s market value promptly soared to almost $5 billion. Star-struck investors are too easily excited.

Mar 13, 2014
via Breakingviews

Alibaba film deal adds to China internet frenzy

Photo

By Robyn Mak
The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Alibaba’s latest deal shows the extent of investors’ frenzy for China’s internet. The e-commerce giant announced on March 11 it had agreed to buy 60 percent of Hong-Kong listed ChinaVision for $804 million. The film group’s market value promptly soared to almost $5 billion. Star-struck investors are too easily excited.

Feb 25, 2014
via Breakingviews

Weibo IPO plan stretches financial logic

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By Robyn Mak 

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Weibo’s planned initial public offering stretches financial logic. Listing a $500 million stake in China’s version of Twitter looks like a response to sky-high tech valuations – most recently Facebook’s $19 billion acquisition of messaging service WhatsApp. But investors can already buy shares in parent Sina, whose value is mostly made up of Weibo already. They should be skeptical about the idea that two plus two is five.

Feb 25, 2014
via Breakingviews

Weibo IPO plan stretches financial logic

Photo

By Robyn Mak 

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Weibo’s planned initial public offering stretches financial logic. Listing a $500 million stake in China’s version of Twitter looks like a response to sky-high tech valuations – most recently Facebook’s $19 billion acquisition of messaging service WhatsApp. But investors can already buy shares in parent Sina, whose value is mostly made up of Weibo already. They should be skeptical about the idea that two plus two is five.