Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
305 Views
Tencent Music (TME) Earnings Preview: No Exclusive Advantage, Overvalued
Online music is no longer a monopolistic market. Short video is taking time on site from live broadcasting. Financials will be healthy in 2020,...
381 Views
Alibaba: The Growth Potential of International E-Commerce Operations Is Enticing
In our previous note, Alibaba (BABA US): Domestic E-Commerce Business Show Early Signs of Slowing Down – Quantamental, we mentioned that...
328 Views
Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
309 Views
5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
436 Views