Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually  contain...
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Softbank G: Elliott's Activist Intervention Is Well-Timed Especially if the Sprint Merger Is Blocked
Softbank shares are up 6% on news that Elliott Management has built up a $2.5bn (c. 3%) stake and is talking to management on enhancing value. That...
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Surging Chinese Demand For "Contactless Delivery" Will Accelerate Drone Adoption in E-Commerce
China is poised to become the world's first true adopter of mainstream drone technologies, and the coronavirus has just accelerated that. Drone...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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