Alibaba (BABA): China Express Packages Surged in May
The growth rate of express packages continued to rise in May in China. We believe a large part of new online customers will stay with e-commerce...
354 Views
Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
349 Views
Discussion with PDD's IR Team (Part II): Mid-Term Strategy Seems to Be Different from Alibaba and JD
Our recent conversation with the Pinduoduo (PDD US)’s IR team suggests that the company’s medium-term strategy is broadly different from other...
344 Views
Alibaba (BABA): Tax Bureau Eyes Online Retailers
The tax bureau required all online retailers to pay evaded tax for the past three years. We believe Alibaba will lose commission on GMV (Gross...
312 Views
China Internet Weekly (15Jun2020): Virus Found in Another Wet Market, Online Retailers’ Tax Eyed
Panic buying restarted as four infections were found in a wholesale wet market in Beijing. Alibaba (BABA) announced they will recruit 5,000...
289 Views