Vipshop: Turned the Corner, but Caveat Emptor
Vipshop Holdings (VIPS US) share price doubled in the last twelve months, making the stock and Pin Duo Duo the top two performers in the Asian...
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JD.com: Spreading Its Wings
JD.com Inc (ADR) (JD US) will likely be the first of the Chinese e-commerce platforms to report its 1Q20 operating results in the second week of...
383 Views
China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
431 Views
JD.com HK Listing - Early Look - Getting the Ball Rolling
IFR announced overnight that JD.com Inc (ADR) (JD US) has filed confidentially for a secondary listing in Hong Kong. The deal is expected to be...
563 Views
Pinduoduo: Long Thesis Is Getting Less and Less Attractive
Pinduoduo (PDD US) has been a “Wall Street Darling” during the time of the pandemic. PDD’s share price has increased by more than 60% in the last...
419 Views