Lenovo (992 HK): Starting to Look like Fraud. Fair Value HK$3.35 40% Downside
Receivables have grown so much faster than revenue that we worry reported profit is an illusion. Rising receivables leave Lenovo vulnerable to...
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What Would Warren Buffett Buy In This Panic?
There has been a huge panic in the global financial markets caused by the COVID-19 coronavirus. Some people compare this panic to the one in 2008....
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5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
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