China TMT Update-700.HK/3690/2352.CH/DADA/APPL/UBI/NTES-"SYNCED"/Douyin Expands Food Delivery
Tencent's new game "SYNCED" has yielded mediocre results. 3690.HK/002352.SH/DADA: Douyin expands food delivery service; APPL/UBI.PA/CCOEY/HK700...
1.3k Views
ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles
ZTO guides strong volume growth and potentially better unit economics in '23, but we expect price pressure to return, and the company needs to rein...
632 Views
"Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It Passes
Deceitful Chinese companies exploiting Americans. Cheaters, cheating at every turn. Flouting laws and swindling the elderly. Communists! Billions...
683 Views
StubWorld: Musings On A Statutory Merger For Melco Resorts
Melco appears a short. But I've called this trade incorrectly lately. Melco has roughly performed in line with HK-listed peers. It is MLCO that has...
358 Views
Smart Share Global (EM US): MBO Firmed
Trading at a gross/annualised spread of 7.7%/23.5%, assuming late November completion. If small, illiquid - and clean - arbs are your thing, get...
434 Views