Asia Short Interest: Kuaishou, CMB, JD, Kingdee, Xiaomi, Monex, Toshiba, Samsung, Naver, UMC, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Long/Short: Alibaba/Vipshop, a Comparative Valuation
In this insight, I take a closer look at the comparative valuations between Chinese niche apparel flash sales company, Vipshop Holdings, and...
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JD.com (JD US): The Better-Looking Twin?
We remain positive on JD's accelerating growth and its margin expansion story. In this report, we make a compelling argument for JD's value by...
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Baidu Secondary Listing - Smaller than Expected, Doing the Bare Minimum
Baidu plans to raise around US$3bn in its secondary listing in Hong Kong. I have covered most aspects of the deal in my earlier note. In this note,...
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JD.com (JD): Main Business Accelerated in 4Q20
The revenue growth rates accelerated in 4Q20 and 2020. The operating margins improved in 2020. Operating cash flow increased 72% in 2020.
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