58.com Sees COVID-19 as Catalyst for Industry Consolidation; Expects Rebound in 2H20
58.com guided 1Q20 revenue 25-29% lower as businesses delay spending due to the COVID-19 outbreak. However, management indicated that they are...
313 Views
China Internet Weekly (9Mar2020): Game News on Tencent, NetEase, and Alibaba
Tencent (700 HK) is fighting ByteDance on remote office software. Online game managers left Alibaba (BABA). JD.com (JD) CFO will retire this...
308 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
898 Views
China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
326 Views
Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
619 Views