Youdao, Inc (有道) IPO Review - Expensive Valuation but Tiny Float + Good Sentiment Could Mean a Pop
Youdao (DAO US), a subsidiary of Netease Inc (Adr) (NTES US), is looking to raise up to US$100m in its IPO. Out of which, the company's CEO,...
527 Views
Last Week on China Internet (14 Oct 2019): Richest Chinese and Forbes Top Digital Companies
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
372 Views
TAL Education (TAL): GEM/Asia Ex-Japan Positioning Update
In light of Ming LU's insight piece on TAL Education (TAL US) entitled TAL Education (TAL): Has Won Summer Marketing for Last Opportunity on...
450 Views
TAL Education: Micro-Quantamentals Reveal Growth Potential and Risks
We broadly agree with Ming LU's thesis though we do not claim to have deep expertise on Tal Education (TAL US)'s industry.Our micro-quantamental...
454 Views
TAL Education Buy Weakness Target
Tal Education (TAL US) exhibits some short term warning signals as the recent rise was accompanied by deteriorating buy volumes (warning this...
415 Views