China TMT Update(Mar.16): BABA/JD/PDD/VIPS/TikTok - PDD Reveals Ambitious Goal in Temu Conference
PDD: Temu announced ambitious goal in an open conference; BABA/JD/PDD/VIPS/3690.HK: Positive rebound in January/February retail data, increased...
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HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007); Div Impact
China Shenhua could replace Country Garden in the HSCEI in June. Shenhua has been moving higher, COGARD lower. Shorts are much higher on COGARD...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.com
Grizzly Research LLC publishes a short selling report on ZTO. Meituan plans to give up on direct sales of car hailing. Dada, which was acquired...
358 Views
[Alibaba (BABA US) Target Price Change]: No Growth in March Promotion, Cut TP to US$100
Based on our recent checks, we expect that Tmall sales in the march promo were weaker-than-expected, especially in apparel and beauty make-up. We...
351 Views