Primer: East Buy Holding (1797 HK) - Dec 2025
Business Transformation to Live-Streaming E-commerce: East Buy Holding has pivoted from its origins in online education to a live-streaming...
150 Views
China After-School Tutoring: Still In The Early Innings; Prefer China Beststudy Over EDU
China Beststudy Education (3978 HK) is up 15% today on good volume on the back of raised guidance for FY24 by management. The stock has more than...
867 Views
Koolearn (1797 HK): Don't Overpay for Growth
We draw reference to VIPShop and value Koolearn at RMB36 billion by 2024 – 20% downside to its current valuation, based on 20x PE on RMB1.8 billion...
542 Views
East Buy Holdings (1797 HK): Potential KWEB Deletion in June
East Buy Holdings could be deleted from the KWEB in June. Shorts have been covering and there has been minimal increase in positioning recently....
664 Views
KWEB Index Rebalance Preview: Bunch of Potential Inclusions in December
There could be 6 adds for the KWEB ETF in Dec, plus float increase for Healthyway and capping changes for the large stocks. CaoCao is newly...
691 Views