Remark Holdings: Phantom AI Business Drives Rally; 60% Downside
We believe that Remark Holdings Inc (MARK US) is a pump and dump scheme. MARK rallied from $3.59 to $11.98 in just under 2.5 months, mostly...
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What Change Will JD Logistics (JDL) Bring to the E-Commerce and Logistics Markets?
Summary:We think JD Logistics' (JDL) valuation at US$10bn is reasonable. The reason is that integrated logistics have the advantage in China...
279 Views
BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels
Early Thursday morning in New York, Alibaba Group Holding Ltd (BABA US) reported FYQ3 (December) results that showed a sharp deceleration of growth...
144 Views
NIO-Tesla of China?? - Possibly - First Impressions Are Excellent – I Will Try To Buy The Car
First production car built took 2 years and set a track record for any kind of production car at the Nürburgring, an incredible feat. NIO has...
239 Views
EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
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