Pinduoduo (PDD US): Lock-Up Expiry – Keep Calm, Keep Going
The recent collapse of Xiaomi Corp (1810 HK)’s shares after the end of its six-month lock-up period has focused minds on upcoming lockup...
587 Views
Meituan Dianping: Core Business Progress Toward Profitability an Overlooked Story?
Our deep-dive segment profitability analysis reveals that Meituan Dianping's (3690 HK) core business (combined food delivery and in-store, hotel...
702 Views
Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
598 Views
2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
557 Views
JD.com (JD): Lawsuit Over, Price Falling Back to First Trading Day, Defensive in Bear Market
Minnesotan Authorities declined to charge the founder of JD. JD’s stock price has already plunged 52% in 2018. We believe JD is a defensive equity...
679 Views