Yunji (云集) IPO Review - Expensive Goods
Yunji Inc. (YJ US) is raising up to US$176m in its upcoming IPO in the US. We have covered most aspects of the IPO in Yunji (云集) Pre-IPO Review -...
587 Views
Starbucks (SBUX): Luckin (LK) Not a Concern Anymore According to Its IPO Form
Luckin Coffee (LK US) reaped Starbucks’ growth strategy in China in 2018; however, after reading Luckin’s IPO files, we believe Luckin will not...
528 Views
Yunji IPO: Price Range Is a No-Go
Yunji Inc. (YJ US) is a leading membership-based social e-commerce platform in China which primarily sells merchandise through its Yunji app. It...
616 Views
So-Young IPO: Unattractive Valuation
So-Young (SY US) is a leading Chinese plastic surgery platform. It announced its IPO price range of $11.80-13.80 per ADS. At the mid-point of the...
608 Views
Amazon (AMZN): Has Failed and Will Continue to Fail in China – From a Regular Shopper’s Perspective
Amazon decides to close out its third-party retailing in China. We believe Amazon fails in China because it is over-confident in its awareness and...
478 Views