TRACKING TRAFFIC/Chinese Express: Volume Growth Recovers, but Not Pricing / SF Keeps Share Gains
Chinese express parcel volume growth rebounded in March, with overall parcel volume growing by 23.0% YoY, similar to 2019 growth of 25.3%. Overall...
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IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle
iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...
357 Views
Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
304 Views
China Cinda Asset – Negativity Priced In
*Weak 2H19 Result: China Cinda Asset Management (1359.HK) [CINDA] reported 2H19 profit of CNY 4.0 bn – declining CNY 5.0 bn or 55.6% linked period....
267 Views
Market Shorts IT; FOMO Pushes Up 'New Economy' Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 April 2020.Total short...
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