Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
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Vipshop (VIPS US): Flashing Red Light Ahead
Vipshop Holdings (VIPS US) shares fell 19% in the US trading day after the company reported its 2Q20 results that broadly met consensus top-line...
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Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
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JD.com: 2Q20: In a Groove
JD.com Inc (ADR) (JD US) share price has more than doubled in the last twelve months and up 87% YTD as revenue growth rebounded and margins...
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Second Listing or Re-Packaging Assets Won't Fix Problems Revealed by Best Inc's Weak Q2 Results
By being selective about the parcels it handled and focusing on costs, BEST Inc (BEST US) managed to lift gross margin slightly in Q2, despite...
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