China Internet Weekly (27Jul2020): Online Retail Continued to Accelerate in June
The growth rate of China online retail reached 19% YoY in June, higher than 15.6% YoY in May. Chinese retailing e-commerce companies raised funds...
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TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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Beyond Meat (BYND US): Index Inclusion Corrodes Short Interest. Upbeat Times.
Beyond Meat Inc (BYND US) was included in the FTSE Russell indexes, most notably the Russell 3000 Index (RAY INDEX) and the Russell 1000 Index last...
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Yum China Secondary Listing: Do the Fundamentals Stack Up?
Following secondary listings at JD.com and Alibaba (our bullish fundamental takes here and here), Yum China Holdings, Inc (YUMC US) is reportedly...
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Luckin Coffee: An Independent Director Investigating the Fraud Hands in His Resignation
Luckin Coffee (LK US), the Chinese startup that went head-to-head with Starbucks Corp (SBUX US) in China was under scrutiny following its admission...
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