China Internet Weekly (7Sep2020): BABA Re-Opened Freshippo Stores, India Banned Tencent’s Top Game
Alibaba (BABA) reopened the Freshippo store where an employee tested positive of coronavirus. Alibaba (BABA) will raise its stake in YTO (600233...
253 Views
GSX Q2 Results and SEC Probe Quick Take - Improved Disclosure but Still Looks Expensive
We had talked about GSX in our previous notes: Muddy Waters Short Sell Report on GSX Techedu (跟谁学) - CFO's Explanation Helped GSX Techedu...
348 Views
Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
373 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
509 Views
New Analysis on GSX's Numbers - More Evidence but Share Price Is Now 2x from May Low
Muddy Waters published an anonymous report on the analysis of student number of GSX classes. We will take a look at the analysis in the report and...
419 Views