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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New Oriental (EDU): Be Cautious on Profit Surge After Epidemic Outbreak, The Move Cannot Be Repeated
The market cheers the profit surge, but we have a different view. On the ground we find that EDU moved classroom student to online course, but did...
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GSX Techedu (跟谁学) Short Sell Report Quick Take - Ball Is Already Back in Citron's Court
Citron Research published a short sell report on GSX Techedu (GSX US). The company has been under fire, defending Grizzly's short sell report...
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