China Internet Weekly (24Aug2020): TSLA Refused PDD’s Customers, JD Fired BABA’s Sto Express
Apple (APPL) stores are still crowded. Tesla (TSLA) refused to deliver vehicles to customers who ordered via Pinduoduo (PDD). JD.com (JD) did not...
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TRACKING TRAFFIC/Chinese Express: July Growth Slows | Q2 Results Show Margin Vs Volume Tradeoff
Headline express parcel volume growth remained firm in July, but the pace of growth moderated compared to May-June. Flooding in some regions may...
212 Views
Nippon Paint (4612): From Japan to Asia to Indonesia
Singaporean paint conglomerate Wuthelam will acquire a majority stake in Nippon Paint Holdings, Japan's largest coatings maker, in a deal valued at...
330 Views
Xpeng IPO: Valuation Insights
Xpeng Motors (XPEV US) is a leading BEV (battery electric passenger vehicle) company in China. XPeng is backed by Alibaba Group (9988 HK) (14.4%...
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Alibaba (BABA): Online Businesses Catching Up with Physical Stores in 1Q21, But Fairly Valued
In 1Q21 (ended June 2020), the growth rate of online businesses recovered. Freshippo is opening new stores. The losses in minor businesses were...
350 Views