China Internet Weekly (30Dec2019): We Review Our Ratings in 2019, Tencent Fired 60 Corrupt Employees
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
571 Views
Pinduoduo (PDD): Not Spokesman of Low-Income Consumers
Pinduoduo (PDD) portrays itself as the spokesman of low-income consumers. We find Alibaba Group Holding (BABA US) had a large presence in...
326 Views
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...
324 Views
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....
272 Views
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