JD.com: 1Q20: Plowing Through COVID-19
I highlighted the e-commerce sector as one of the safe-haven sectors in my last thematic report, Strategy: Looking for Inspiration in the Time of...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (JD.com)
Shortly, I will be publishing a comprehensive ESG assessment of JD.com motivated by its upcoming Hong Kong listing as well as the potential IPO of...
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Alibaba (BABA): 4Q2020 Preview, GMV Bounced Back in March
BABA’s GMV (Gross Merchandise Value) in the March quarter was flat with the same period last year. The GMV growth rate bounced back to 9% YoY in...
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Tencent 1Q20: Mini-Programs & Enterprise Collaboration to Shine in 2020 as Firms Rush to Digitize
Tencent's Q1 results posted an all-around beat as the Company benefitted from increased user engagement during COVID-19. We maintain our overweight...
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