China Internet Weekly (22Jun2020): Coupon to Promote AliPay, Tencent Develops a Nintendo Game
Alibaba (BABA) will issue coupons to promote AliPay. Tencent (700 HK) developed a game on Nintendo’s Switch. NetEase (NTES) rents the brand "Lord...
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TRACKING TRAFFIC/Chinese Express: May Volume Strong | Pricing Anemic | Value Capture Shrinking
May parcel volume was strong, with overall volume increasing 41.1% YoY. Inter-city shipments -- which account for the majority of shipments --...
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Short YTO Express: Sharp Recovery in Volume Masks Effects of Intensifying Price War
After getting hit by Covid-19 in February and early March, Chinese express company YTO Express (600233 CH) has roared back to life, hitting a...
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Best Inc's Q120 Results Are Sector-Worst, No Guidance for Q2 and Beyond
On Wednesday after the close in the US, BEST Inc (BEST US) reported what look like the sector's worst Q120 earnings results. Given Covid-19 impacts...
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