TRACKING TRAFFIC/Chinese Express & Logistics: Inter-City Pricing -9.1% | But Freight Activity Stable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
489 Views
Pinduoduo (PDD US): Lock-Up Expiry – Keep Calm, Keep Going
The recent collapse of Xiaomi Corp (1810 HK)’s shares after the end of its six-month lock-up period has focused minds on upcoming lockup...
587 Views
Xiaomi (1810 HK): Dead Money
Xiaomi Corp (1810 HK)’s shares are around 43% below the IPO price partly due to the recent well-documented selling of shares following the end of a...
732 Views
Meituan Dianping: Core Business Progress Toward Profitability an Overlooked Story?
Our deep-dive segment profitability analysis reveals that Meituan Dianping's (3690 HK) core business (combined food delivery and in-store, hotel...
703 Views
Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
598 Views