Meituan Dianping – Market Domination & Share Gains to What End?
Meituan Dianping has built an enviable position in China but is now under attack from all directions. Well funded opponents including Alibaba,...
751 Views
Tongcheng-ELong (同程艺龙) Pre-IPO Review - A Force to Be Reckoned With
Tongcheng-Elong Holdings Ltd (1629482D HK) filed its draft prospectus in Hong Kong in June and is looking to raise about US$1.5bn in its upcoming...
513 Views
Chinese ‘Super Apps’ Driving Automation of Consumption…
‘We don't want to be just a retailer but to help all others run their business better…’ Chen Zhang, JD's chief technology officer, talking about...
631 Views
PinDuoDuo Faces Three Main Long-Term Risks: Counterfeits, 'Clearance', Competition
As we see it, newly-listed Pinduoduo (PDD US) faces three major risks to sustained long-term growth: Counterfeits: The issue of counterfeit goods...
700 Views
Last Week in GER Research: Tesla, Pinduoduo, Beigene, Koolearn, Pintec, STX and China Tower
Below is a recap of the key research produced by the Global Equity Research team. This week we highlight some detailed math on a potential Tesla...
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