China Internet Weekly (7Sep2020): BABA Re-Opened Freshippo Stores, India Banned Tencent’s Top Game
Alibaba (BABA) reopened the Freshippo store where an employee tested positive of coronavirus. Alibaba (BABA) will raise its stake in YTO (600233...
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Short YTO Express: Sharp Recovery in Volume Masks Effects of Intensifying Price War
After getting hit by Covid-19 in February and early March, Chinese express company YTO Express (600233 CH) has roared back to life, hitting a...
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On Time Logistics
Takeout at $4.0698, ~11% spreadComment in On Time's business: Thin margin business, 3% EBITDA margins on almost no net margin, never loss...
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