COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Trip.com Q120 Results Weak as Expected, Q220 Guidance Far Worse than Expected
Trip.com (TCOM US), China's largest online travel agency (OTA), reported weak Q120 results after the US close on Thursday, May 28. Net revenue fell...
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Meituan 1Q FY20: Not Entirely Underwhelming, Yet Expectations Are Setting Up For Disappointment
Meituan Dianping (3690 HK) released its 1Q FY20 results on Monday, which were weak but did not look particularly underwhelming. A weak 1Q was...
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Setting up Reference Points for Dada Nexus' 'Dada Now' Local Delivery Business
In this note we seek to provide context so investors can better understand the business model, scale, and growth of Dada Now (DDN), the local...
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Meituan (3690 HK): We Give Conservative Revenue Estimates and Significant Downside
Revenues declined by 12.6% YoY in 1Q20, better than the industry average. Restaurant review, as the only profit source, shrank most among all...
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