Softbank Group: Sprint Approval Makes a Good Week Great, Just like Last Year
Last year at Q3 results, Softbank shares jumped on a surprise buy-back. This year, interest from activist investors and good news on Sprint have...
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Alibaba (BABA): Freshippo “Borrows” Employees from Restaurants to Fill Online Demand
Consumers compete in ordering fresh food on Alibaba’s Freshippo, which begins and ends at 0:00 a.m. Freshippo has temporarily hired employees from...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
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Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
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