JD Digits: Dependence on JD.com - A Bottleneck
The largest business, consumer loan, is slowing down. The second largest business, cash loan, grew fast, but pulled down the margin. JD Digits is...
264 Views
The Week that Was in ASEAN@Smartkarma - Unicorns & Super Apps, SCG Packaging, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
232 Views
China Internet Weekly (28Sep2020): BIDU Manager Arrested, TCOM Revenue Shrank QoQ
Baidu (BIDU)’s manager was arrested for gambling advertisements. iQiyi (IQ) was banned in Taiwan. Trip.com (TCOM)’s revenue continued to decrease...
254 Views
China Evergrande – Caught With Its Pants Down
*No Confidence: In an alleged Evergrande letter sent to local Guangdong government officials on August 24th, the company contends that if it cannot...
303 Views
Last Week in Event SPACE: Vedanta, Evergrande Auto, Cocokara, Leyou, Mitsu Lease/Hitachi Cap
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
342 Views