Behind PDD’s Big Q3 Misses, Profit Mission: Impossible 2020, 2021, 2022...
Pinduoduo (PDD US) ’s unattainable path to profitability is a cautionary tale of next-gen social sharing economy. Investors beware: capital in...
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ZTO Express 3Q19: Slowing Growth and a Struggle to 'convert'
Rising volume share and an increase in non-core and non-operating income helped ZTO Express (ZTO US) beat consensus earnings estimates for 3Q19....
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Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
512 Views
Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold
BEST Inc (BEST US)'s 3Q19 results were largely in line with consensus estimates and our own views. The company’s express segment (60% of revenue)...
382 Views
China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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