TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
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Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
155 Views
Huami IPO Preview: An Unprofitable Company Masquerading as a Profitable One
Hot on the heels of the upcoming blockbuster Xiaomi Corp (XIAOMZ CH) IPO, Huami filed for an IPO in the US to raise $150 million on 12 January. It...
2.7k Views
Local and Central Governments' Tug over Real Estate Reform Will Shape Property and Retail Markets
First week into 2018, two developments sent property stocks and related Internet stocks flying: During the last week of 2017 and first week of...
95 Views
Sea Ltd: An "Emerging Growth" Company
Conference call reveals that Sea Ltd (SE US) is an "emerging growth" company. Management is bullish, forecasting 20-30% CAGR in 2016-21E for...
248 Views