China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
322 Views
HK Connect Flows: Strongest Inflows of $2.5 Bn in a Year
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
230 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
294 Views
HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
381 Views
More and More Signs Virus Accelerating Online Services Expansion; Online to Surpass Offline by 2021
The outbreak of COVID19, the coronavirus that originated from China, presents a major catalyst for Chinese tech firms to accelerate the adoption of...
450 Views