China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak
Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...
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TAL Education (TAL): Revenue Warning, Advantage of Extended Vacation Disappeared for Four Reasons
TAL reduced its estimate for the 4Q2020 revenue growth by 3 percentage points. We think there are four negative factors contributing to the...
381 Views
GSX Techedu (跟谁学) Follow-On Offering - Strong Performance Since IPO
Shareholders of GSX Techedu (GSX US) are looking to sell about 15m ADS, representing 10m ordinary A shares. We have covered the company in its IPO...
454 Views
CMGE Technology IPO: Valuation Game on at the Low-End
CMGE Tech (CMGE HK) is a top ten games publisher in China focusing primarily on IPs relating to well-known cultural products and artworks. CMGE...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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