TAL Education (TAL): App User Base Bounced, While Competitors Shrank in F2Q21, Upgrade to Hold
The monthly active user bases bounced during the summer vacation, while competitors’ users shrank. This is positive for forthcoming 2Q21 result.
373 Views
ECM Weekly (9 August 2020) - KE Holdings, Pop Mart, Everest Med, KWG Living, E-Star Comm
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong...
568 Views
TAL Education (TAL): Parents Told Reason for Strong 1Q21, But Stock Price Has Risen Too Much
TAL recovered strongly in 1Q21 (by May 2020). We believe TAL’s online courses benefited from the bankruptcy of small tutoring schools. Our EPS...
351 Views
Weekly (20Jul2020): Tax Check on Online Retailers Stopped, Cross-Province Group Tour Reopened
Tencent (700 HK) acquired a game developer, Leyou (1089 HK). The State Taxation Administration stopped local tax bureaus’ self-check requirement...
325 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
525 Views