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Gaotu Techedu (GOTU US)
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120
Analysis
Consumer Discretionary
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China
Gaotu Techedu inc develops educational software. The Company offers online K-12 large class after school tutoring as well as foreign language, professional and other courses. Gaotu Techedu serves students in China
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bullish
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Gaotu Techedu
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19 May 2020 13:34
Muddy Waters Short Sell Report on GSX Techedu (跟谁学) - CFO's Explanation Helped
Muddy Waters Research published a short sell report on GSX Techedu (GSX US). This is the third prominent short seller to target the company in the...
Zhen Zhou, Toh
252 Views
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bullish
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Youdao, Inc.
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11 May 2020 14:01
Youdao Coverage Initiation: Thriving in a COVID and Post-COVID World, Initiate at OW (~58% Upside)
Online education is one of the brightest opportunities today as the coronavirus pandemic has fundamentally changed consumer behaviors and brought...
Vincent Fernando, CFA
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284 Views
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bullish
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Alibaba Group Holding
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11 May 2020 09:35
Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist
Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...
Ming Lu
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275 Views
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bullish
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Gaotu Techedu
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08 May 2020 19:38
GSX Techedu (跟谁学) Short Sell Reports - What Now?
Citron Research published its second and third short sell report on GSX Techedu (GSX US). The company has been under fire. This came about over...
Zhen Zhou, Toh
424 Views
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bearish
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PDD Holdings
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30 Apr 2020 19:40
Pinduoduo Bribery (拼多多) - Perception Matters
Pinduoduo (PDD US) alerted the police regarding a suspected bribery that involved Cue Holdings and a Pinduoduo staff. In this note, we take a quick...
Zhen Zhou, Toh
346 Views
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