HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
382 Views
China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
684 Views
Baidu (BIDU): Pandemic Merely an Excuse for Poor Q1
We believe Baidu’s performance would have been weak anyway even without the pandemic. Baidu’s search revenue decreased by 13% YoY, while a smaller...
268 Views
Baidu 1Q20 Better-Than-Feared but Longterm Outlook Remains Murky Due to ByteDance; UW 18% Downside
Baidu reported 1Q results and guidance that were better-than-feared as other revenues helped mitigate the impact of COVID-19 on Baidu's core...
230 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
256 Views