Tesla Inc. – NIO Inc. Registration Statement Highlights Tesla's Opportunity in China
Tesla has occupied the pole position in the electric vehicle market since 2000. Now another start-up from China is looking to provide some serious...
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PinDuoDuo Faces Three Main Long-Term Risks: Counterfeits, 'Clearance', Competition
As we see it, newly-listed Pinduoduo (PDD US) faces three major risks to sustained long-term growth: Counterfeits: The issue of counterfeit goods...
699 Views
Last Week in GER Research: Tesla, Pinduoduo, Beigene, Koolearn, Pintec, STX and China Tower
Below is a recap of the key research produced by the Global Equity Research team. This week we highlight some detailed math on a potential Tesla...
323 Views
Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows
Baozun Inc. (BZUN US) was our top long idea for the past 8 months with a price target of $45. At its current $55 per share, the stock price in...
414 Views
Pinduoduo (PDD US): Alibaba’s Latest Attempt to Disrupt Reinforces the Buy Case
As we rightly predicted in Pinduoduo (PDD US): Keep Calm and Ride the Storm, the media frenzy and some sensationalist analyst commentary on...
430 Views