Luckin Coffee's Upsized IPO: Why Investors Trod Where Analysts Feared?
Luckin Coffee (LK US)'s upsized IPO listed at Nasdaq last week with an attractive debut-pop at USD25 vs IPO price of USD17 and eventually closed at...
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IQiyi (IQ): Margin Significantly Recovered After Dismissing a Floor of Employees
The operating margin significantly recovered in 1Q19 after IQ fired a floor of employees in its headquarters. IQ will continue its layoff in its...
1k Views
Tariff Fight/Huawei Bans/Real Estate/Luckin Coffee
China News That Matters It’s War! A People’s War Trump doubles down on Huawei in USA Property sales surge, restriction fears too Yes, to go (‘cos...
453 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
478 Views
Alibaba (BABA): Growth Accelerated After New Law Headwind, Cost Control Will Fix Margin, 30% Upside
The revenue growth even accelerated in the first quarter after the Electric Commerce Law, which taxes online individual sellers. We believe BABA's...
610 Views