Chinese ‘Super Apps’ Driving Automation of Consumption…
‘We don't want to be just a retailer but to help all others run their business better…’ Chen Zhang, JD's chief technology officer, talking about...
631 Views
PinDuoDuo Faces Three Main Long-Term Risks: Counterfeits, 'Clearance', Competition
As we see it, newly-listed Pinduoduo (PDD US) faces three major risks to sustained long-term growth: Counterfeits: The issue of counterfeit goods...
700 Views
Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows
Baozun Inc. (BZUN US) was our top long idea for the past 8 months with a price target of $45. At its current $55 per share, the stock price in...
414 Views
Pinduoduo (PDD US): Alibaba’s Latest Attempt to Disrupt Reinforces the Buy Case
As we rightly predicted in Pinduoduo (PDD US): Keep Calm and Ride the Storm, the media frenzy and some sensationalist analyst commentary on...
430 Views
Babytree Group Pre-IPO - Young Moms Need It but Almost All Seem to Have It, Might Be at Peak MAU
Babytree Inc (BABYTRE HK) plans to raise up to US$300m in its Hong Kong IPO. Babytree has Alibaba Group Holding (BABA US), Fosun International (656...
1k Views