Strategy: Looking for Inspiration in the Time of COVID-19
We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
412 Views
Baidu - Should Investors Be Worried After IQIYI Short Selling Report? - Inteqres ESG Bite
iQIYI Inc (IQ US) has been accused of overstating its revenue. Baidu (BIDU US) fully consolidates IQIYI and is therefore implicated in any...
414 Views
China Internet Weekly (6Apr2020): JD Founder Resigned, LK Cooked Book, BIDU & PDD's Odd Financing
JD.com (JD)’s founder resigned. Luckin Coffee (LK) cooked its books. Tencent (700 HK) WeChat Pay’s new function: consumer loan. Tencent (700 HK)...
317 Views
What Might Have Happened at Luckin Coffee (瑞幸咖啡) + Trade Ideas and Implication for Other ADRs
Luckin Coffee (LK US) announced last night that the Board of Directors has formed a special committee to oversee an internal investigation into...
540 Views
Baidu (BIDU): Issuing Notes, Another Piece of Evidence on Suspicious Cash Balance
Baidu plans to issue notes of US$1 billion. Baidu has a large amount of "short-term investments". Based on the balance sheet, we believe the...
349 Views