NetEase (NTES): Revenue Growth Accelerated to Two-Year High, But Underperformed Tencent and Industry
Both the growth rates of total revenues and game revenue accelerated in 1Q2020. However, NTES lost market share to both Tencent and smaller game...
131 Views
U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
212 Views
HKEx (388.HK): US-Listed China ADR Homecoming, A Long-Term Positive
Chinese companies listed in the U.S. are following Alibaba Group (BABA US) in choosing Hong Kong for a secondary listing. It is reported that...
279 Views
China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
173 Views
COVID-19/Economy/US-China/Banks/Pigs
China News That Matters China rolls out millions of tests as wolf warriors roar Fiscal boost likely at NPC Trump threatens to cut off China...
118 Views