Alibaba HK Listing: A Strong Start; What's Next?
Alibaba Group (9988 HK) shares are up close to 10% since its listing while its US counterpart has made a new yearly high. With the ADR shares...
391 Views
Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate
Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its...
337 Views
China Internet Weekly (25Nov19): PDD Plunged by 23% After Short Recommendation in Last Weekly
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
330 Views
2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
356 Views
Pinduoduo (PDD): Fake Active Users
On Singles’ Day, PDD’s active users double JD.com, but PDD’s market share is only 1/3 of JD.com. As we learn on the ground, PDD’s active users are...
483 Views