Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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Huazhu Group Q1 2020 Results, Finally! No Surprises in Q1 but Q2 Looks Unexciting
After the close of the US session on Tuesday June 30 Huazhu Group (HTHT US) finally reported Q1 2020 earnings results, a full five weeks later than...
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TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
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China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
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Ostensibly, Tencent Supports 58.com's Firm Offer
On the 2 April, China's 58.Com Inc (WUBA US) received a preliminary, nonbinding proposal from Ocean Link Partners, at $27.50 per Class A or Class...
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