China Internet Weekly (2Mar2020): Photos of Rush Hour in Shanghai, ByteDance Starts Search App
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
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Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
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Weibo (WB): 24 Hours Suspension as Punishment to Reposters, Revenues Declined First Time
WB’s revenue growth declined YoY in 4Q2019 for the first time since IPO. Any account which reposts any suspicions raised against the government...
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(Mostly) Asia M&A: February 2020 Roundup
For the month of February, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$24bn. Clicking on the company...
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