Koolearn IPO Preview – Hurtling Towards Losses?
Koolearn (1373356D HK) , a Chinese online education company backed by New Oriental (EDU US) and Tencent Holdings (700 HK) , has started...
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Tencent Fresh Lows on Tech Carnage in 2019
Tencent Holdings (700 HK) continues to show weak macro signals. We have been bearish/short from 410 and below 380 while attempting to trade/manage...
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Mogu (蘑菇街) Pre-IPO - Core Metrics Deteriorating
Mogu (MOGU US) is looking to raise US$200m in its upcoming IPO. Proceeds from the IPO will be used to expand its content offering, invest and...
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Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
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Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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