What Might Have Happened at Luckin Coffee (瑞幸咖啡) + Trade Ideas and Implication for Other ADRs
Luckin Coffee (LK US) announced last night that the Board of Directors has formed a special committee to oversee an internal investigation into...
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Leyou’s Weak Results Unlikely to Deter IDreamSky
In our previous note, we stated that iDreamsky Technology Limited (1119 HK)’s determined pursuit of Leyou Technologies (1089 HK) despite the market...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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IDreamSky’s Determined Pursuit of Leyou
iDreamsky Technology Limited (1119 HK)’s long-drawn pursuit of Leyou Technologies (1089 HK) was given a boost on 12 March, when iDreamSky announced...
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Tencent Music (TME) Earnings Preview: No Exclusive Advantage, Overvalued
Online music is no longer a monopolistic market. Short video is taking time on site from live broadcasting. Financials will be healthy in 2020,...
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