21 Things Worth Knowing (#13)
In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...
178 Views
JD.com Bullish Breakout in Progress
JD.com has undergone a well behaved corrective cycle since August as a bull wedge takes shape and matures. The standout chart point hinges on the...
144 Views
Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.
JD.com (JD US) shares have lagged the sector in recent months largely on concerns about competition from Alibaba (BABA US) and margin potential....
148 Views
Sogou 搜狗 IPO: Old Dog, Cheap Tricks
The upcoming Sogou 搜狗 IPO makes the company seem larger than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
388 Views
Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17. Earlier this year, the China Consumers' Association (CCA)...
302 Views