China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
314 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
290 Views
ByteDance (字节跳动) Pre-IPO: A Winner in 2020 Chinese New Year
ByteDance IPO is one of the major listings by Chinese TMT companies that we are looking forward to. The company was valued at USD 75 billion in a...
531 Views
Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
302 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
353 Views