GSX Q2 Results and SEC Probe Quick Take - Improved Disclosure but Still Looks Expensive
We had talked about GSX in our previous notes: Muddy Waters Short Sell Report on GSX Techedu (跟谁学) - CFO's Explanation Helped GSX Techedu...
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Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
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New Analysis on GSX's Numbers - More Evidence but Share Price Is Now 2x from May Low
Muddy Waters published an anonymous report on the analysis of student number of GSX classes. We will take a look at the analysis in the report and...
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Youdao: VC Investments in Online Learning Validate Robust Growth Outlook, Raise FV to US$48.2 (+29%)
Baidu-backed online education startup, Zuoyebang, just raised US$750mn in its Series E giving it a valuation north of US$6.5bn. This happened just...
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Smartkarma Originals
Short-Sell Strategies – How to Get Teflon Coated?
This insight has been produced jointly by Shifara Samsudeen, ACMA, CGMA and Supun Walpola at LightStream Research In this Smartkarma...
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