Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
304 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
355 Views
Softbank G: Elliott's Activist Intervention Is Well-Timed Especially if the Sprint Merger Is Blocked
Softbank shares are up 6% on news that Elliott Management has built up a $2.5bn (c. 3%) stake and is talking to management on enhancing value. That...
453 Views
Surging Chinese Demand For "Contactless Delivery" Will Accelerate Drone Adoption in E-Commerce
China is poised to become the world's first true adopter of mainstream drone technologies, and the coronavirus has just accelerated that. Drone...
483 Views
Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
401 Views