YUM China (YUMC): Promising Future Post COVID-19 Outbreak
We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19...
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China Construction Bank (939 HK): Ownership Levels Bottoming Out.
China construction bank is the 5th most widely held Chinese stock among GEM Active Managers, yet the 3rd largest underweight. Ownership levels...
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Will Alibaba Acquire Ebay Korea?
In early March, it was reported that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns the Gmarket and...
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Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
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COVID-19 and ESG: Amazon Behaving Badly
If Amazon were a country, the media would call it a coronavirus "hotspot." Amazon's workers are testing positive for COVID-19 in alarming numbers,...
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