Youdao 1Q20: K-12 Paid Enrollments Soar 360% as Gross Margin Expands; Maintain OW (28% Upside)
We maintain our overweight rating on Youdao as decade-long structural trends are brought forward by years and consumers increasingly shift spend to...
297 Views
Muddy Waters Short Sell Report on GSX Techedu (跟谁学) - CFO's Explanation Helped
Muddy Waters Research published a short sell report on GSX Techedu (GSX US). This is the third prominent short seller to target the company in the...
401 Views
Youdao Coverage Initiation: Thriving in a COVID and Post-COVID World, Initiate at OW (~58% Upside)
Online education is one of the brightest opportunities today as the coronavirus pandemic has fundamentally changed consumer behaviors and brought...
458 Views
Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist
Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...
446 Views
GSX Techedu (跟谁学) Short Sell Reports - What Now?
Citron Research published its second and third short sell report on GSX Techedu (GSX US). The company has been under fire. This came about over...
576 Views