Alibaba (BABA US): Four Reasons to Own the Stock
Alibaba Group (BABA US) reported its consensus beating Q4FY20 (March quarter) results on Friday 22 May 2022, and the share price fell 6%.Ā As a...
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China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
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ZTO Q120 Results Show Weak Cash Flow, Guidance Suggests Poor 'Conversion' Rest of 2020
On May 20, ZTO Express (ZTO US) reported a set of weak Q120 results after the US close; this was unsurprising given the dramatic impacts Covid-19...
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HKEX ā Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
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ECM Weekly (24 May 2020) - NetEase and JD Homecoming, Legend Biotech, Nongfu Spring, Yeahka
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. The talk...
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