TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
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Pinduoduo: Profit Outlook Does Not Justify the Current Valuation
The recent rally in the share price puts Pinduoduo (PDD US)’s valuation multiples on par with Alibaba Group (BABA US)’s multiples during the...
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Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
399 Views
Pinduoduo: At the Intersection of Two E-Commerce Megatrends
Pinduoduo is at the intersection of two megatrends - fresh foods e-commerce and live-streaming. Fresh foods e-commerce penetration remains...
451 Views
FMCG Is the Next Big Growth Driver & Battleground for China E-Commerce; Big Tech Moves In Force
FMCG E-Comm is China Tech's Next Big Growth Driver & BattlegroundAt a time when overall retail e-commerce in China has already reached 44%...
442 Views