ECM Weekly (9 August 2020) - KE Holdings, Pop Mart, Everest Med, KWG Living, E-Star Comm
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong...
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TAL Education (TAL): Parents Told Reason for Strong 1Q21, But Stock Price Has Risen Too Much
TAL recovered strongly in 1Q21 (by May 2020). We believe TALās online courses benefited from the bankruptcy of small tutoring schools. Our EPS...
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Weekly (20Jul2020): Tax Check on Online Retailers Stopped, Cross-Province Group Tour Reopened
Tencent (700 HK) acquired a game developer, Leyou (1089 HK). The State Taxation Administration stopped local tax bureausā self-check requirement...
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"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
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Youdao: VC Investments in Online Learning Validate Robust Growth Outlook, Raise FV to US$48.2 (+29%)
Baidu-backed online education startup, Zuoyebang, just raised US$750mn in its Series E giving it a valuation north of US$6.5bn. This happened just...
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