Trade War/Huawei/Economic Policy/Bad Bank/Market Opening
China News That Matters Don’t say we didn’t warn you! Twitching the iron curtain What to do as cars tank and profits droop Beijing rescues...
535 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Mixed Messages in April
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
591 Views
ZTO Express: 1Q19 GAAP EPS Missed on Margins, Retain Sell Rating & US$13.31 Price Target
Despite beating revenue expectations by over 5% and recording a +100 mn RMB YoY increase in net non-operating income, ZTO missed consensus 1Q19...
430 Views
IQ Q1 Review: Flat Ad Sales; Decelerating Membership Growth Due to Slow Macro and Content Scrutiny
Last Thursday after market closed, IQ reported doubling operating losses in Q1 YoY amid new subscriber and ARPU growth deceleration and lack of...
531 Views
Baidu (BIDU): Obituary - Review the Way to First Loss Since IPO
This is a very short review of Baidu’s whole story – After the market changed, Baidu Changed, but to a wrong way. We suggest closing out Baidu and...
805 Views