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...
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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...
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Alibaba Beats Expectations, Affirms Accelerating Adoption of Digital Services
Alibaba beats analyst expectations. Revenue was slightly higher than expected at US$23.2bn, while adjusted earnings came in 14.5% higher than...
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More and More Signs Virus Accelerating Online Services Expansion; Online to Surpass Offline by 2021
The outbreak of COVID19, the coronavirus that originated from China, presents a major catalyst for Chinese tech firms to accelerate the adoption of...
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ByteDance (字节跳动) Pre-IPO: A Winner in 2020 Chinese New Year
ByteDance IPO is one of the major listings by Chinese TMT companies that we are looking forward to. The company was valued at USD 75 billion in a...
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