NYSE GSX: Channel Checks Suggest High Volume of Fake Enrollments Inflated Financials
This note is to share the details of an extremely enlightening call that we recently had with a professional brushing outfit in Guangdong, China. ...
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China Internet Weekly (20Apr2020): BABA Moved Meituan’s Sharing Bikes to Remote Locations
Alibaba (BABA)’s bike-sharing subsidiary moved Meituan (3690 HK)’s bikes to remote locations many times. Meituan called the police. Restaurant...
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GSX Techedu (跟谁学) Short Sell Report Quick Take - Ball Is Already Back in Citron's Court
Citron Research published a short sell report on GSX Techedu (GSX US). The company has been under fire, defending Grizzly's short sell report...
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TAL Inflated Sales Quick Take - Small Rev Contribution, Large Impact
TAL Education (TAL US) announced after hours that it has discovered employee wrongdoing. The company suspects that the employee of question...
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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...
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