China Internet Weekly (6Apr2020): JD Founder Resigned, LK Cooked Book, BIDU & PDD's Odd Financing
JD.com (JD)’s founder resigned. Luckin Coffee (LK) cooked its books. Tencent (700 HK) WeChat Pay’s new function: consumer loan. Tencent (700 HK)...
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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...
541 Views
COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
288 Views
Yixin Supported By Indicative Chain Principle Price
Back on the 13 September last year, Tencent Holdings (700 HK) and Hammer Capital tabled a preliminary non-binding proposal for Bitauto Holdings...
344 Views
Yixin’s MGO Spread Risk/Reward
On 13 September 2019, Bitauto Holdings Ltd Adr (BITA US) announced a non-binding privatisation proposal from Tencent Holdings (700 HK) and Hammer...
268 Views