Yum China (YUMC): Still Yummy?
On the last quarterly earnings, Yum China Holdings, Inc (YUMC US) management stated that they have successfully fended off the inflated chicken raw...
289 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...
317 Views
Alibaba: China E-Commerce Continues to Slowdown but Alibaba Cloud Losses Are Now "Under Control"
Alibaba’s 3Q FY03/19 results are a mixed bag. The China Commerce Retail sub-segment seems to be slowing down with new customers generating less...
265 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
292 Views
Alibaba (BABA): For 3Q2020, Our Estimate Closer to Result Than Consensus
Our EPS estimate for 3Q2020 was higher than the market consensus, but is still lower than the result. Because of the food shortage during the...
399 Views