Hong Kong' Short Interest: From the Wuhan Lockdown, The Market Low, Until Now
Since August 2012, reportable net short positions in Hong Kong at the end of each week are filed with the SFC confidentially and are published one...
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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...
263 Views
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...
258 Views