TAL Education (TAL): In New Rule on Tutoring School, “Article 13” Harsher Than “Non-Profit”
The market focuses on the “non-profit” requirement, but we believe “Article 13” is fatal. We believe the authorities try to block all the way that...
432 Views
Tencent (700 HK): Juvenile Internet Usage Will Not Decrease
The authorities forbid tutoring schools so that juveniles have more time to spend on internet. Parents went back to their office so that they...
288 Views
Linklogis Short Sheller Report - Some Merit, Some Plain Drama - Mixed Bag
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO in Apr 21. It was subject of...
733 Views
Didi/ Carbon/ Economy/ US-China/ Tech
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
497 Views
Xpeng Motors HK Trading - More Hot with Instis that Retail
Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...
371 Views