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JL Warren Capital

JL Warren Capital
Investment Advisors

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China & Hong Kong Equity Bottom-Up Thematic (Sector/Industry)
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17 Dec 2021 07:59

NKE China FQ2 2022 Review: Double-Digit Decline in Retail & Wholesale: Excess Inventory, Weak Demand

NKE is likely to report Double-Digit YoY Decline in China Retail & Wholesale due to Excess Inventory, Weak Demand as a result of COVID, Slow...

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17 Dec 2021 07:48

China NEV Week 49 2021 Update: TSLA, NIO, XPEV Production, Deliveries

Weekly update on TSLA, NIO and XPEV production and delivery data in China: TSLA China likely exceed 92K, XPEV 38K, NIO 23-24K in Q4, respectively.

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bearishTesla
04 Jun 2021 02:59

TSLA China Losing to Chinese NEV OEMs

TSLA will begin to experience excess production of the Y in the next couple of months, as the China order backlog wanes from 43KQ1 to 17K Q2. Y...

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bullishJOYY
04 Jun 2021 02:45

BIDU-YY Live Streaming Integration Update: Unlocking Deep Value in YY

YY to broadcaster on May 21: “YY and Baidu live streaming channels will start sharing data. We asked our live broadcasters to welcome the new...

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bearishGaotu Techedu
05 Apr 2021 06:09

GSX Post Archegos' Liquidation, Chinese K12 Parents Survey - Q2 2021

Apart from negative trends in new enrollments and losses of celebrity teachers, SEC investigation of Archegos could reveal other promotors (Teng...

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