KC will report 2Q21 results on August 25th before the markets open with an 8am conference call. We are positive into its 2Q21 performance. As China is moving to cloud, we believe KC is likely to benefit from that. While the education sector’s cloud usage is down, the key accounts’ usages are likely to go up. As a platform that has less issues with current policies, we believe KC’s business can steadily go up.
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
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