Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
526 Views
TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
448 Views
Six Signs Show Chinese Travel Activity & Tourist Spending Both Remain Sluggish
There is growing evidence that Chinese tourism activity remains sluggish and that both outbound and domestic Chinese tourists are spending more...
523 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
576 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
835 Views