How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
170 Views
JD.com: 1Q20: Plowing Through COVID-19
I highlighted the e-commerce sector as one of the safe-haven sectors in my last thematic report, Strategy: Looking for Inspiration in the Time of...
213 Views
Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
343 Views
COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (JD.com)
Shortly, I will be publishing a comprehensive ESG assessment of JD.com motivated by its upcoming Hong Kong listing as well as the potential IPO of...
235 Views