Pinduoduo (PDD): Some Positive Points in 4Q2019 Result, But Remain Cautious
There are some positive points in the 4Q2019 result, including revenue growth, operating cash flow growth, and operating margin...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
361 Views
China Internet Weekly (9Mar2020): Game News on Tencent, NetEase, and Alibaba
Tencent (700 HK) is fighting ByteDance on remote office software. Online game managers left Alibaba (BABA). JD.com (JD) CFO will retire this...
298 Views
Softbank Group: Add Currency Headwinds to the List of Concerns
Over two trading days, Softbank Group shares have fallen 16% and taken the discount to fair value above 50% for the first time since activist...
321 Views
Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
369 Views