GSX Techedu (跟谁学) Short Sell Reports - What Now?
Citron Research published its second and third short sell report on GSX Techedu (GSX US). The company has been under fire. This came about over...
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Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
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Alibaba (BABA): SEC Chair’s Warning Against Chinese Equities
Trump-nominated SEC Chairman appeal to investors for not investing in Chinese equities. We believe his claim is political but not financial. We...
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NYSE GSX: Channel Checks Suggest High Volume of Fake Enrollments Inflated Financials
This note is to share the details of an extremely enlightening call that we recently had with a professional brushing outfit in Guangdong, China. ...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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