COVID-19 Won't Solve Weibo's Core Problems; Company Guides 1Q20 Revenue 15-20% Lower
Weibo guided 1Q20 revenue guidance 15-20% lower as businesses cut back on ad spend due to the coronavirus. While management indicated that user...
328 Views
China Edutech Is Booming This Earnings Season – Youdao Is Next
China education technology companies are soaring as the coronavirus accelerated the adoption of their services and drastically reduced requirements...
327 Views
Aequitas 2019 IPOs and Placements Performance - Things We Got Right/Wrong and Things We Plan to Do
2019 marked our first full year of operations as an Independent Research Company, post spin-off from Smartkarma in August 2018. With our...
582 Views
China Internet Weekly (13Jan2020): Police Arrested 20 of Meituan's Employees for Corruption
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
394 Views
NetEase (NTES): Cost Pressure Behind Scandal of Employee Dismissal, Downgrade to Hold
NetEase fired a diseased employee without paying the severance compensation according to the Labor Law. We believe the unwise decision was due to...
432 Views