Baozun: Top Long Idea on Chinese Consumers' Premiumization
Baozun Inc. (BZUN US) is a B2C e-commerce solutions provider in China mostly to multinational retailers of apparel and consumer electronics...
302 Views
Best Inc's Maiden Quarterly Result & Q4 Guidance Disappoint, Shares -7.4%; Does Data Differentiate?
Summary: Strong Sales Growth, But Still Deep Losses, and Unexciting Q4 GuidanceOn Thursday morning before the market opening in New York, BEST Inc...
160 Views
Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
129 Views
HiM International Music - Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
328 Views
Alibaba Growth Surprises Continue, Supporting Recent Share Price Strength
Continuing a pattern from recent quarters, Alibaba (BABA US) results again came in ahead of expectations. This was driven by exceptional growth in...
181 Views