Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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London Shanghai Stock Connect - The Dampest of Squibs. Inteqres Viewpoint
Despite the fanfare only one Chinese company listed (and raised money) in London after the announcement of the London Shanghai Connect. There have...
372 Views
NetEase (NTES): Again, Our 4Q2019 Estimate Closer to Result Than Consensus
The game revenue growth slowed down in 4Q2019. However, we believe it will jump up in 1Q2020 due to the boring life caused by the epidemic. Margin...
317 Views
Alibaba's Logistics Arm CaiNiao Expands Its Role, Sidelining Express Companies in the Process
After closely tracking the growth of Alibaba's domestic retail platform and Chinese express deliveries, CaiNiao Network's revenue growth in the...
352 Views
TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
377 Views