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Roger Xie

Roger Xie
China and US Equity Analyst

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bullishWeibo Corp
04 Jun 2022 02:40

Weibo (WB US): Ad Growth Clouded by Pandemic and Macro Slowdown

Widespread lockdowns in China could pressure Weibo earning in 2Q. Now valuation is more attractive at 10x forward P/E with improving user engagement.

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21 May 2022 04:26

Crypto: Perfect Storm on Stablecoin Infrastructure

The bigger worry of TerraUSD de-pegging has investors to re-assess the reserve behind stablecoin in the crypto ecosystem; we expect the ripple...

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14 May 2022 03:42

Yum China (YUMC.US): COVID-19 Headwind Will Have More Impacts in Q2

Yum China delivered better-than-fear 1Q22 results helped by its strong execution. We continue to think Yum China is the best-run restaurant chain...

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bullishHKEX
29 Apr 2022 04:39

HKEx (388.HK): Resilient 1Q22 Earning Results Better than Feared

HKEX (388 HK) core businesses remain robust against the backdrop of relatively low expectation. We recommend accumulating the share of HKEx on...

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15 Apr 2022 03:36

Crypto: Bitcoin Spot ETF And Fed Digital Currency Report

We estimated crypto trading volumes are down over 40% quarter-over-quarter on the back of lower prices and volatility. But our long-term view on...

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