Baidu Earnings Beat, Guides Q1 Core Revenue 10-18% Lower From Virus
We are pleased with management's progress on tighter cost controls and are cautiously optimistic about the Company's prospects on returning to...
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Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
1.1k Views
Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
504 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
402 Views