China Internet Weekly (2Mar2020): Photos of Rush Hour in Shanghai, ByteDance Starts Search App
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
418 Views
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
396 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
373 Views
London Shanghai Stock Connect - The Dampest of Squibs. Inteqres Viewpoint
Despite the fanfare only one Chinese company listed (and raised money) in London after the announcement of the London Shanghai Connect. There have...
524 Views
NetEase (NTES): Again, Our 4Q2019 Estimate Closer to Result Than Consensus
The game revenue growth slowed down in 4Q2019. However, we believe it will jump up in 1Q2020 due to the boring life caused by the epidemic. Margin...
449 Views