Alibaba (BABA): Logistics Fails as Part of Aggressive Diversification
Operating margin plunged to 10% in 1Q19 versus 35% in 1Q18. Revenue growth accelerated merely due to the additions of new business lines. Cainiao...
724 Views
Sea Ltd: Nice Monetization Progress but No Signs of EBITDA Turnaround (Yet)
Digital Entertainment (DE) division of Sea Ltd (SE US) continues to grow healthily, with first self-developed game (titled Free Fire) gaining...
462 Views
Meituan Dianping – Alibaba Investing Billions to Reach 50% Market Share
Jd.Com Inc (Adr) (JD US) with Walmart, Alibaba Group Holding (BABA US) with Softbank Group (9984 JP), Meituan Dianping (MEITUAN CH) with Tencent...
447 Views
Disruption Diaries: Confessions of a Freshly-Converted Online Grocery Shopaholic
Like many other expat professionals in Singapore, I preferred to delegate my grocery shopping to our house-help who would shop at the nearby...
749 Views
Starbucks Faces a Bigger Challenge in China than Luckin
Starbucks Corp (SBUX US), which has recently been among the best success stories among American consumer brands active in China, is suddenly...
722 Views