Coupang: Decelerating Revenue, Sporadic Profitability and Still Expensive
Coupang's comments on the gross margin outlook are a bit concerning and make us think that the improvement in Q1 was just a one-off. Meantime, the...
295 Views
GEM Weekly (6 May 2022): Chinese and South Korean Macro; Xiaomi, Didi, Pinduoduo, JD.com, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
258 Views
Delhivery Pre-IPO - RHP Updates - Growth Remains Strong, Pricing Remains Under Pressure
Delhivery is now looking to raise around US$700m in its India IPO, the company is backed by a host of financial investors, the largest being...
429 Views
Screening for GEMs: May 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
268 Views
Meituan Shuts Community Group Buying in Beijing – A Late Realisation That Profits Are Not Easy
Meituan has shut down community-group service in Beijing as the market has become heavily competitive, which also attracted regulatory scrutiny....
513 Views