Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?
To match service levels offered by JD.com Inc (ADR) (JD US) and leading express carrier S.F. Holding Co Ltd (002352 CH), Alibaba Group Holding Ltd...
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Last Week in Event SPACE: FamilyMart, CDRs, SK Telecom, APN, Gateway, Rusal
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) will be squeezy until something changes with the index construction Where...
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CDR Pilot Program Update - Xiaomi First, Baidu Next? BABA and JD Coming Behind
Since I wrote on the official launch of the CDR Pilot Program (see Insight Stream at right) as announced by the CSRC 11 days ago and the next day...
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Pennock Idea Hub AI Readings - AI Is Changing the Face of Retail, Quantum Computing Heats Up & More
A selection of articles and analysis on topics in Artificial Intelligence. In this week's edition of AI readings we look at articles focussing on...
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High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)
This note is the second of a two-part report on ZTO Express (ZTO US) and its unique relationship with related party trucking vendor Tonglu Tongze...
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