DaDa Group (DADA.US) – Note 5 (Rev. Recognition Change)

[March 19th, 2021] In note 4, I was concerned about the noises that accounting change will introduce. There’s no impact on profit dollar but still it will introduce noises. I expect to feel the impact first from the guidance of 2Q21 when the company reports 1Q21 results. Not sure if we will see a before-after … Continue reading DaDa Group (DADA.US) – Note 5 (Rev. Recognition Change)

Tuya Smart (TUYA.US) – Note 0

I think Tuya's IoT Cloud is very interesting and might try to do some visualization. This note is for preparation purpose. [March 19th, 2021] Tuya Smart is a leading global IoT Cloud Platform that connects the intelligent needs of consumers, manufacturers, brands, OEMs, and retail chains. The platform provides developers with a one-stop IoT PaaS-level … Continue reading Tuya Smart (TUYA.US) – Note 0