Alibaba: Poor 4Q Compared to JD.com and PDD
In our previous notes, we have raised our concerns over Alibaba Group (BABA US)’s slowing domestic e-commerce business. Alibaba’s 4Q FY03/20...
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PinDuoDuo (PDD): The High Cost of Rocket Fuel
Pinduoduo (PDD US) is currently the fastest-growing Chinese e-commerce platform that has transformed from an online retailer of agriculture...
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Dada Nexus (达达集团) Pre-IPO - JDDJ App Review and a Look at Competitors
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. The company is a fast-growing local on-demand retail and...
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Alibaba (BABA): The Offline Subsidiary Saved the Whole Online Company in FY4Q20
Freshippo, the physical store chain, brought the largest revenue increment. However, the low-margin Freshippo pulled down the general gross...
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Alibaba (BABA US): Four Reasons to Own the Stock
Alibaba Group (BABA US) reported its consensus beating Q4FY20 (March quarter) results on Friday 22 May 2022, and the share price fell 6%. As a...
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