China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
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F&B Retail in 'New Normal' Post-COVID - A Mixed Outlook. Gainers and Losers. Starbucks China Update
Starbucks Corp (SBUX US) reported that 98% of its stores in China are now open, albeit with safety measures -limited seating, reduced hours-in...
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China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
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Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
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NYSE GSX: Channel Checks Suggest High Volume of Fake Enrollments Inflated Financials
This note is to share the details of an extremely enlightening call that we recently had with a professional brushing outfit in Guangdong, China. ...
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