China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
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China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
417 Views
JD.com Reduce and Buy a Correction
JD.com Inc (ADR) (JD US) has been a strategic long bet from the 30-20 range and just met our 58 macro projection. We are seeing increasing evidence...
337 Views
Yum China HK Listing - Early Look - Relatively Bigger Deal Should Have a Relatively Bigger Impact
Yum China Holdings, Inc (YUMC US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around...
448 Views
JD.com (JD): Implies Alibaba Plotted Defamation on “618 Promotion” Sales
JD posted a statement that denies Analysys’ appliance-sales ranking on the “618 promotion”, in which Alibaba is No. 1 and JD is No. 2. Appliances...
340 Views