Koei Tecmo – Open Sesame
After flatlining between early 2017 and mid 2019 and range trading between roughly ¥1,800-2,000, Koei Tecmo’s (KT) stock is up about 20% in four...
368 Views
YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
538 Views
Meituan-Dianping Metrics Versus Global Online Food Delivery Peers
In this note we compare Meituan Dianping (3690 HK)’s key metrics from three global online food delivery (OFD) companies (Grubhub Inc (GRUB US),...
692 Views
Alibaba (BABA): Expands Again After Stabilizing Margin, 40% Upside
We believe that BABA turned its strategy from profitability to expansion again in 2Q20 (ended September 2020). BABA tried many types of...
539 Views
Last Week on China Internet (4Nov19): JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
345 Views