Coronavirus Update for Asian Megacap Tech - Inteqres Update
We do not pretend to be virologists but it does appear that so far the apocalyptic scenarios linked to coronavirus are yet to pass. For the large...
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WeWork's Mounting Losses Send Softbank Scrambling For Alternative Financing
Softbank Group (9984 JP) (Softbank Corp (9434 JP) announced Wednesday it took out a 2-3 year margin loan against its own shares for JPY 500 billion...
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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...
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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...
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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...
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