Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
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China's 618 Festival "Revenge Shopping" Shows World What the Future Of E-Commerce Will Look Like
Initial data from China's mid-year shopping festival has come out very strong. According to Alibaba, total gross merchandise volume jumped 50% YoY...
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JD.com Follows Pinduoduo to Inject $100m To Struggling Gome Retail
In April, struggling Chinese electrical appliance retailer, Gome Electrical Appliances (493 HK) issued $200 million of 5% 3-year convertible...
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Dada Nexus IPO Valuation: Too Glittery and Overvalued
Dada Nexus, a Chinese on-demand retail and delivery platform has filed for an IPO in the US and the company is looking to raise US$247.5-280.5m at...
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How to Play the Globalization of E-Commerce Live Streaming? Buy Alibaba
In China, e-commerce live streaming has already been validated as many companies such as Taobao, JD, and Pinduoduo have seen great success...
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