SOX Bleed into NDX, SPX and Global Tech Playing Out
We outlined the domino tech breakdown cycle in our SOX Cracks that Would Impact the Global Tech Cycle on April 29 where "semi’s tend to lead the...
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HK Connect Ideas: ICBC and Tencent (2019-05-17)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Baidu (BIDU): Obituary - Review the Way to First Loss Since IPO
This is a very short review of Baidu’s whole story – After the market changed, Baidu Changed, but to a wrong way. We suggest closing out Baidu and...
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Lexin Fintech – China Consumer Lending Agent with 19% ROA
The profit profile of Lexinfintech Holdings (LX US) is exceptional. The company’s earnings have steadily moved in the right direction, from high...
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Netmarble Games: The Upcoming Netmarble Neo IPO, Launch of BTS World Game, and the Nexon M&A
The three major drivers of Netmarble Games's stock price right now include the upcoming IPO of Netmarble Neo/expansion of KOF Allstar game, the...
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