How Trip.com (TCOM US) Is Actually Getting Stronger During the Coronavirus Crisis
Trip.com is one of the coronavirus's biggest market casualties having lost ~12% of its market value in just slightly over two weeks. While shares...
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HK - Shorts in the Time of Coronavirus
We take a look at the latest SFC data released Tuesday evening on short position reporting in Hong Kong for the week ended 24 January...
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Tencent: The Best Anchor for Your Portfolio In the Coming Coronavirus Storm
We believe the coronavirus presents a major risk for the Chinese economy and recommend paring back overall market exposure. However, we believe...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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