Pinduoduo (PDD US): Know When to Fold, Know When to Run
Pinduoduo's (PDD US) share price jumped 2.2x since last November. The company will have a tough time meeting lofty consensus expectations. Rotate...
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JD Logistics: More Solution Than Problem in a Problematic ESG Space
JD Logistics is more "solution" than "problem" in what is a problematic space for the environment; a clear leader in the "greening" and...
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Carbon Footprint of Freight Transportation and Logistics and Other ESG Issues
The carbon footprint of global freight and logistics is large, growing, and a source of ESG risk for investors. Fortunately, firms like JD...
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Alibaba (BABA US): Ant Group Woes Overly Priced-In
In this report, we summarize the potential impact of the recently announced regulation by CBIRC on Ant Group and why its value remains intact,...
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Autohome Secondary Listing - Doesn’t Need the Cash at All
Autohome plans to raise around US$1bn in its secondary listing in Hong Kong. The company is said to have filed confidentially in Jan 2021 and won...
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