U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
210 Views
HKEx (388.HK): US-Listed China ADR Homecoming, A Long-Term Positive
Chinese companies listed in the U.S. are following Alibaba Group (BABA US) in choosing Hong Kong for a secondary listing. It is reported that...
271 Views
China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
168 Views
COVID-19/Economy/US-China/Banks/Pigs
China News That Matters China rolls out millions of tests as wolf warriors roar Fiscal boost likely at NPC Trump threatens to cut off China...
114 Views
Tencent Music (TME): In Q1, Revenues Slowed Down, But Won Users from Competitors, Upgrade to Hold
The revenue growth rate decreased to in 10% in 1Q2020 versus over 30% YoY in previous quarters. However, TME live broadcast’s active user base was...
268 Views