Meituan (3690 HK) Pre-Earning: Catering Industry Decreased 43% in China? Maybe Worse.
Meituan will release 2019 result on March 30, much later than last year. The National Statistics Bureau of China released that catering revenues...
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HK Connect Weekly: $6.6bn of Chinese Bottom Fishing
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
377 Views
DoorDash: IPO in the Time of Corona. Daring, Desperate or Timely?
Doordash, the leading US-based online food delivery company backed by Softbank Group (9984 JP) 's Vision Fund, has confidentially filed for an IPO...
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TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
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