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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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Rakuten: Mobile Pricing Disruptive with a Catch
It was worth the wait. Rakuten Mobile announced new pricing plans that are by far the simplest and cheapest (for data users) in Japan: unlimited...
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COVID-19 Sparks Economic Pandemic as Cases Outside China Surge
Markets plunged overnight as fears rose over COVID-19 potentially becoming a full-blown global pandemic. We highlight several of the most important...
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