China Internet Weekly (2Nov2020): Xiaomi Phone Shipment up 42%, New Live Broadcast Law Coming
Xiaomi ’s global shipment up 42% YoY in 3Q20. The Cyberspace Administration plans to pass a law of live broadcaster account classification. JD.com...
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New Oriental HKEX Listing: An Attractive Growth Profile but Expensive
In this note, we take a quick look at New Oriental Education (EDU US)'s fundamentals and the valuation ahead of its HKEX listing.
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New Oriental Hong Kong Secondary - Might Be Relatively Small
New Oriental Education (EDU US) plans to raise around US$1bn in its secondary listing in Hong Kong. While the company has filed its PHIP, the exact...
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China Internet Weekly (26Oct2020): BABA Bought Sun Art, Foxconn Sold BABA
Alibaba (BABA) became the largest shareholder of Sun Art (6808 HK). Foxconn (2354 TT) sold all shares in Alibaba (BABA). New Classics Media...
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TAL Education (TAL): Negative Surprise in 2Q21
The 2Q21 revenue growth rate was lower than the market consensus and our expectation. Operating profit turned negative. TAL took more online...
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