Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
353 Views
Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
774 Views
China's 618 Festival "Revenge Shopping" Shows World What the Future Of E-Commerce Will Look Like
Initial data from China's mid-year shopping festival has come out very strong. According to Alibaba, total gross merchandise volume jumped 50% YoY...
426 Views
How to Play the Globalization of E-Commerce Live Streaming? Buy Alibaba
In China, e-commerce live streaming has already been validated as many companies such as Taobao, JD, and Pinduoduo have seen great success...
410 Views
NetEase Secondary Listing - Relatively Bigger than Baba, Should Offer Relatively Bigger Discount
NetEase Inc (NTES US) aims to launch its Hong Kong Secondary offering to raise up to US$2.8bn later today. I have covered some aspects of the...
419 Views