Vipshop (VIPS US): Priced for Perfection
The stock has had a phenomenal run from the 12-month low of USD6.26, nearly providing a 200% return at the recent peak of USD18.80 on 16 April...
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Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
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Leyou (1089 HK): VCredit Switcharoo Terminated
Minutes after I pushed out my last insight on the 5 May (Leyou (1089 HK): Enter Century Huatong As IDreamsky Tarries), Leyou Technologies (1089...
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Tencent – How Much Can You Read Into Aggressive M&A and a Haphazard Looking Approach to AAA Entry
Following its strong earnings results, driven by lockdowns in China Tencent has been in the news several times lately as it has hired game...
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China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
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