TAL Education: Micro-Quantamentals Reveal Growth Potential and Risks
We broadly agree with Ming LU's thesis though we do not claim to have deep expertise on Tal Education (TAL US)'s industry.Our micro-quantamental...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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TAL Education (TAL): Has Won Summer Marketing for Last Opportunity on Internet
Online education is the only accelerating business on the Internet. TAL beat competitors in the summer marketing campaign. We believe TAL has more...
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HK Connect Ideas: First Weekly Outflows in 19 Weeks, SMIC, Auto Sector (2019-09-20)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
375 Views
HK Connect Ideas: Divergence of Post-Inclusion Performance (2019-09-13)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
381 Views