Coronavirus Update for Asian Megacap Tech - Inteqres Update
We do not pretend to be virologists but it does appear that so far the apocalyptic scenarios linked to coronavirus are yet to pass. For the large...
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Yum China (YUMC): Still Yummy?
On the last quarterly earnings, Yum China Holdings, Inc (YUMC US) management stated that they have successfully fended off the inflated chicken raw...
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China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
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HK Connect Flows: Strongest Inflows of $2.5 Bn in a Year
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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