Baidu (BIDU): Pandemic Merely an Excuse for Poor Q1
We believe Baidu’s performance would have been weak anyway even without the pandemic. Baidu’s search revenue decreased by 13% YoY, while a smaller...
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Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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Tencent Bid for Bitauto: A Change in Strategy to Reignite Growth?
Tencent has been in a tough spot of late - outer year revenue estimates for the company have continued to fall for the past year (Source: Reuters)...
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So-Young (新氧) Pre-IPO Review - Au Naturel
So-Young (SY US) is looking to raise US$150m in its upcoming IPO. The company filed its prospectus with the SEC on Monday. The company operates...
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