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....
149 Views
Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO
Sogou Inc (SOGO US), a Chinese search engine business backed by Tencent Holdings Ltd (700 HK), is listing on the NYSE on 7 November. At the...
543 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
Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?
A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY. Online shopping is...
137 Views
21 Things Worth Knowing (#7)
1. US Tax reform plans propose taxing corporate cash held overseas at 12% and assets purchased from overseas retained earnings at 5%. Just a...
150 Views