Ming Han
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In Q3, after adjustment, the online retail sales of physical goods increased by 7.1% year-on-year (3% compared with Q2), showing a monthly recovery trend. Offline consumption, especially catering recovery, was under pressure. In September, catering consumption fell 1.7% year on year.
The increasing trend of e-commerce platform profit margin will continue. It is expected tha...
The increasing trend of e-commerce platform profit margin will continue. It is expected tha...
2
Ming Han
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Gapping up
$WeWork(WE.US$ +3.8% (Cantor Fitzgerald rated it “overweight” in new coverage. Cantor notes that $2.7 billion in expenses have already been removed through cost cuts and optimizing the company’s real estate portfolio.)
$Myovant Sciences(MYOV.US$ +8.1% (The drugmaker agreed to be bought by a subsidiary of majority shareholder Sumitomo Pharma for $27 per share. That price is 10% above a prior offer by Sumitomo, which already ...
$WeWork(WE.US$ +3.8% (Cantor Fitzgerald rated it “overweight” in new coverage. Cantor notes that $2.7 billion in expenses have already been removed through cost cuts and optimizing the company’s real estate portfolio.)
$Myovant Sciences(MYOV.US$ +8.1% (The drugmaker agreed to be bought by a subsidiary of majority shareholder Sumitomo Pharma for $27 per share. That price is 10% above a prior offer by Sumitomo, which already ...
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Ming Han
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$SMIC(00981.HK$ Despite sanctions, SMIC has made a technological breakthrough in a strategically important area.
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5
Ming Han
liked
$BABA-SW(09988.HK$ totally cannot make it, gonna drop more and more
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