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Date Analyst Note Full Analyst Report
02-11-16 ;TripAdvisor’s Underlying Sales Growth and Network Advantage Appear Healthy; Shares Undervalued TripAdvisor Inc
02-10-16 Carsales.com delivers a Good Interim Result as Expected. Fair Value Maintained. Carsales.com Ltd
02-05-16 REA Group's Fair Value Estimate Maintained As Strong Interim Result Meets Expectations REA Group Ltd
02-04-16 Facebook's Financial Performance Is Enviable, but We Would Wait on the Sidelines for Now Facebook Inc
02-04-16 Despite Strong Fourth Quarter, LinkedIn Provides Weak 2016 Guidance LinkedIn Corp
02-02-16 Sohu's Fourth-Quarter 2015 Results Beat Guidance Again, but the Outlook Isn't Encouraging Sohu.com Inc
02-02-16 Travel Demand Still Appears Intact Despite Economic Concerns and Near-Term Paris and Zika Headwinds TripAdvisor Inc
02-01-16 Alphabet Reports Mixed End to 2015, New Segment Reporting Shows Impact of Moonshots Alphabet Inc
02-01-16 Alphabet Reports Mixed End to 2015, New Segment Reporting Shows Impact of Moonshots Alphabet Inc
02-01-16 Relaunching Coverage on Verisign; Raising Fair Value Estimate to $66, Maintaining Narrow Moat Rating VeriSign Inc
01-25-16 Alphabet Under Review Alphabet Inc
01-25-16 Alphabet Under Review Alphabet Inc
01-25-16 Placing Facebook Under Review Facebook Inc
01-25-16 Placing LinkedIn Under Review LinkedIn Corp
01-25-16 We Are Placing Twitter Under Review Twitter Inc
01-25-16 Yahoo Under Review Yahoo! Inc
01-24-16 Diversification to Drive Earnings for TradeMe Trade Me Group Ltd
01-24-16 Diversification to Drive Earnings for TradeMe Trade Me Group Ltd
01-21-16 Despite Market Turmoil, Data Points for Travel Generally Intact; Priceline a Top Investment Idea TripAdvisor Inc
01-20-16 Seek's Fair Value Estimate Unchanged By Zhaopin Bid Seek Ltd
01-18-16 Looking For Growth in Carsales' First-Half Result Carsales.com Ltd
01-18-16 JD Finance Completed USD 1 Billion Financing; Maintain Positive Moat Trend JD.com Inc
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