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Date	Analyst Note	Full Analyst Report
05-20-13	Yahoo Set to Buy Tumblr	Yahoo! Inc
05-17-13	Sina Makes Progress in Weibo Monetization in First Quarter, but Margin Pressure Persists	SINA Corporation
05-16-13	Google's Moat Extends to Smartphone Assets; Conference Announcements Reveal Solid Innovation	Google, Inc.
05-16-13	Self-Developed Games Drove Growth and Margin Expansion in 1Q; NetEase Initiates Annual Dividend	NetEase Inc
05-15-13	Gaming, E-Commerce, and Advertising Fueled Tencent's 1Q Results; Shares Slightly Undervalued	Tencent Holdings Ltd.
05-13-13	Tencent Taps Massive Mobile Traffic With Gaming Platform; Shares Slightly Undervalued	Tencent Holdings Ltd.
05-08-13	Hotel Shopper Traffic Drove Solid First-Quarter Results for TripAdvisor; Valuation not Enticing	TripAdvisor Inc
05-07-13	Baidu Acquires PPS for $370 Million, Boosts Position on Mobile Internet; Shares Attractive	Baidu, Inc.
05-07-13	YouTube May Soon Offer Paid Subscriptions for Premium Content	Google, Inc.
05-07-13	MercadoLibre's 1Q Benefits From Solid Transaction and Payment Volume Growth; Valuation Looks Rich	Mercadolibre, Inc.
05-03-13	We Are More Excited About LinkedIn's 1Q Results Than Its Current Stock Price	LinkedIn Corp
05-03-13	1Q Reinforces OpenTable's Strong Network Effect, but Market Pricing in Unrealistic Long-Term Growth	Opentable, Inc.
05-02-13	Facebook's Quarter Delivers; Revenue Growth and Engagement Show Positive Trends	Facebook Inc
04-29-13	Sina Forms Strategic Alliance with Alibaba to Further Unlock E-Commerce Potential on Weibo Platform	SINA Corporation
04-29-13	Sohu Posts Solid First-Quarter Results on Strong Top-Line Growth Across All Segments	Sohu.com Inc
04-26-13	Investments in Mobile Weighed on First-Quarter Margins for Baidu; Shares Undervalued	Baidu, Inc.

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