China E-Commerce [Alt Data]: Demand Picks Up in 2Q; Expect Strong Results for Alibaba/JD/PDD
Chinese government data suggests that the retail demand for online goods has picked up to the pre-pandemic level in 2Q 2020. We expect 2Q 2020 to...
323 Views
TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
264 Views
Weekly (20Jul2020): Tax Check on Online Retailers Stopped, Cross-Province Group Tour Reopened
Tencent (700 HK) acquired a game developer, Leyou (1089 HK). The State Taxation Administration stopped local tax bureaus’ self-check requirement...
310 Views
WeChat Just Got a Major Upgrade; Highlights Tencent's 3-Prong Attack Into E-Commerce
WeChat just got a major upgrade with the launch of its new Mini Program feature called "WeStore". The new feature allows enterprises and small...
349 Views
Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
375 Views