Sea Ltd: Further Share Re-Rating After a 35% Daily Gain? Why Not?
The biggest positive surprise from Sea Ltd's (SE US) conference call is strong 2019 adjusted sales guidance: 82%-97% YoY growth for Garena...
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Puregold Price Club: Steady Grower with Provincial Expansion Story
Conference call with the IR of Puregold Price Club (PGOLD PM) reveals that SSSG grew healthily at 6.5% YoY in 9M18, thanks to personal income tax...
566 Views
Pinduoduo (拼多多) Placement - Not a Good Sign
Pinduoduo (PDD US) is looking to raise about US$1.5bn in its follow-up offering. The placement is a mix of primary and secondary selldown.The deal...
644 Views
TRACKING TRAFFIC/Chinese Tourism: HK & Macau Gained 'Share' in December, Continuing H218 Trend
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. This monthly report features analysis of Chinese...
561 Views
Baidu: Time to Swoop In, with NAV Discount Widening Substantially
Our stub valuation analysis reveals that Baidu Inc (ADR) (BIDU US) attractively trades at near 2 SD below its 3-yr average of NAV...
1.1k Views