Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Best Inc's Q120 Results Are Sector-Worst, No Guidance for Q2 and Beyond
On Wednesday after the close in the US, BEST Inc (BEST US) reported what look like the sector's worst Q120 earnings results. Given Covid-19 impacts...
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Vipshop (VIPS US): Priced for Perfection
The stock has had a phenomenal run from the 12-month low of USD6.26, nearly providing a 200% return at the recent peak of USD18.80 on 16 April...
333 Views
Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
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Pinduoduo: Impressive 1Q Results Despite COVID-19 but Remains Overbought
Pinduoduo (PDD US)’s 1Q FY03/20 financial results were pretty impressive despite the impact of COVID-19. PDD seems to have performed comparatively...
337 Views