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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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bearish
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Gaotu Techedu
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05 Apr 2021 06:09
GSX Post Archegos' Liquidation, Chinese K12 Parents Survey - Q2 2021
Apart from negative trends in new enrollments and losses of celebrity teachers, SEC investigation of Archegos could reveal other promotors (Teng...
JL Warren Capital
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315 Views
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bullish
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Alibaba Group Holding
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29 Mar 2021 12:20
China ADRs- Blocks, Liquidation, Buyback - Implications
On 25th Mar 2021, we wrote about the knee jerk correction in some of the China ADRs. Since then the ADRs have corrected further. In this note, we...
Sumeet Singh
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419 Views
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bearish
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Baidu
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29 Mar 2021 08:41
China Internet Weekly (Mar 29): Margin Call Punched Chinese Equities, Alibaba Plans Store on Tencent
Chinese equities plunged, because a Chinese equity holder had to meet a margin call.Alibaba's Taotao Deals is planning a store on Tencent's WeChat.
Ming Lu
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257 Views
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bullish
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Zhihu Technology
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27 Mar 2021 03:07
Zhihu (知乎) IPO Trading Update - Peers Took Another Leg Down on the Back of Rumored Document
We think the drop is overdone. Sure, Zhihu is sort of an educational website but it is nowhere close to what the techedu companies are doing.
Zhen Zhou, Toh
469 Views
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bullish
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Zhihu Technology
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26 Mar 2021 12:48
Zhihu (知乎) IPO Trading - Peers Have Corrected Significantly but Still Has a Modest Upside
Zhihu Technology (ZH US) was said to have raised US$773m at the bottom-end of the IPO price range (including the US$250m concurrent placement)
Zhen Zhou, Toh
422 Views
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