Alibaba (BABA): Online Product Shopping Up 3% Vs. Total Retail Down 20% in China
China’s consumption plunged 20% YoY in January and February of 2020. However, online product sales increased 3% YoY in the first two months of...
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First Take on ZTO Express Q419 Results: Bottom Line Once Again Boosted by 'Other' Items
Chinese express delivery specialist ZTO Express (ZTO US) reported Q419 results after the US close on Monday, March 16th, a day on which the Dow...
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China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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Tencent Music (TME) Earnings Preview: No Exclusive Advantage, Overvalued
Online music is no longer a monopolistic market. Short video is taking time on site from live broadcasting. Financials will be healthy in 2020,...
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