IHuman IPO: Just Not Worth It
In our previous note, we suggested that, while we like iHuman for its robust medium-term growth profile, tight competition in the online...
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Fifth Plenum Should Focus on Economic Targets, Five Year Plan, Political Reshuffling
The fifth plenary session of the 19th Central Committee of the Communist Party of China (CPC) will be held from October 26 to 29 in Beijing,...
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Hang Seng TECH Index - 'NASDAQ of the East' ETFs Are Here
On 20 July, the Hang Seng Indexes Company announced that they would be launching the Hang Seng TECH Index on 27 July. The next day the index jumped...
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China Internet Weekly (13Jul2020): Alibaba’s Freshippo and Ele.me Exploring Cities and Businesses
Alibaba (BABA)’s Freshippo opened two “Freshippo-mini” stores in Beijing. Alibaba (BABA)’s Ele.me began to deliver goods other than cooked...
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New Analysis on GSX's Numbers - More Evidence but Share Price Is Now 2x from May Low
Muddy Waters published an anonymous report on the analysis of student number of GSX classes. We will take a look at the analysis in the report and...
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