TRACKING TRAFFIC/Chinese Express & Logistics: Record-Low Pricing in October | Parcel Volume Vs GMV
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Few Obstacles In Apax's Tilt For Trade Me
New Zealand online marketplace business Trade Me (TME NZ) has received a non-binding, indicative proposal from Apax Partners to acquire 100% of the...
554 Views
Oriental Watch (398 HK): 1H19 Results Solid but Dividend Disappoints as Cash Remains 90% of Mkt Cap
Oriental Watch (398 HK) reported 1H19 results which showed: 1) further decline in inventory to just 875M HKD, 2) greater retail (91%) vs wholesale...
694 Views
JD.Com: Consumption Slow-Down Story Confirmed
Jd.Com Inc (Adr) (JD US)'s management commentary/outlook statement validates our view that China (macro) consumption slowed down in 3Q18, and the...
481 Views
Mogu (蘑菇街) Pre-IPO - Core Metrics Deteriorating
Mogu (MOGU US) is looking to raise US$200m in its upcoming IPO. Proceeds from the IPO will be used to expand its content offering, invest and...
687 Views