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Pebble Research: NEA Documents on Solar Demand

January 27, 2014 | Singapore

In the global solar space, National Energy Administration of China (NEA) documents are highly relevant; they set the subsidy levels that determine demand in China, around 1/3 of global market demand. Over the weekend, Goldpebble's in-house-developed natural language processing system, GP HIDEN, highlighted the following findings from public domain, which are very consistent with our former research on 2014 China solar demand.


Yum! Brands, Inc. (YUM.NYSE) – A Recovering Staple Secretly Hiking Prices

January 7, 2014 丨 Singapore

Yum's largest arm, KFC China (with more than 50% of total revenue), has resumed its growth in November and we expect a solid recovery this January due to recent quiet price hike, product mix improvement, an easy comp from last January and the Chinese New Year effect.


SINA Corporation (NASDAQ:SINA) —- Weibo Paying User Surging, Monetization Accelerating (Summary)

February 5, 2013 丨 Singapore

With Goldpebble Weibo Activity Monitoring System (GPWAMS), we see Weibo user activities have been growing over the past months. Weibo paying user/enterprise users has surged while daily/monthly blogging users growth has decelerated.


Yum! Brands, Inc. (YUM.NYSE) – Long Term Concerns and Recent Deterioration

December 31, 2012 丨 Singapore

It is our view that YUM China division’s SSSG has gotten worse from September to November of 2012. The secular growth of online shopping, the discretionary nature of KFC food in China, and the downturn of the economy all hurt KFC in a big way in the long run. In the short-term, the colder weather this past November and exploding food safety issues have worsened KFC’s problems.

MORE> International Ltd. (NASDAQ:CTRP), A study on Ctrip hotel booking pricing v.s. Elong (NASDAQ:LONG)

December 5, 2012 丨 Singapore

Elong started its coupon promotion of hotel booking business since summer 2010. Customers get cash rebate coupons for most of the hotels listed on Elong. The room nights volume booked by Elong increased by 65% for Q2 2012 and 42% for Q1 2012. Ctrip started to follow the whole pricing strategy with some modification since Q2 2012 . This study shows Ctrip basically are executing a matching pricing strategy against Elong in hotel booking business. The price difference between Ctrip and Elong on hotel booking is not significant at this moment.


Sina Corporation (NASDAQ:SINA), Weibo October 2012 Activities

December 1, 2012 丨 Singapore

Goldpebble randomly selected 872,945* Sina Weibo users during the month of October 2012 and estimate that there were 339mn* registered users in October.


New Oriental Education and Technology Group (NYSE:EDU), A Pebble Underappreciated

September 13, 2012 丨 Singapore

New Oriental shares have come under immense pressure (down 73%) recently amid market worries over the scale of its franchise, potential fraud in financial reporting, doubts over its high margins and the legal structure of its controlling ownership, among other things..

Goldpebble Research is an independent research company that focuses on big data and their applications. Goldpebble emphasizes both quantitative and qualitative fundamental research, specializing the identification of relevant information and investment hypothesis from massive public data.