China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
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COVID-19/Economy/US-China/Banks/Pigs
China News That Matters China rolls out millions of tests as wolf warriors roar Fiscal boost likely at NPC Trump threatens to cut off China...
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Tencent Music (TME): In Q1, Revenues Slowed Down, But Won Users from Competitors, Upgrade to Hold
The revenue growth rate decreased to in 10% in 1Q2020 versus over 30% YoY in previous quarters. However, TME live broadcastās active user base was...
393 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...
385 Views
ECM Weekly (10 May 2020) - Kingsoft Cloud, NetEase, Central China New Life, Peijia Medical, Kintor,
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. As...
518 Views