Pinduoduo (PDD US): Alibaba’s Latest Attempt to Disrupt Reinforces the Buy Case
As we rightly predicted in Pinduoduo (PDD US): Keep Calm and Ride the Storm, the media frenzy and some sensationalist analyst commentary on...
430 Views
Babytree Group Pre-IPO - Young Moms Need It but Almost All Seem to Have It, Might Be at Peak MAU
Babytree Inc (BABYTRE HK) plans to raise up to US$300m in its Hong Kong IPO. Babytree has Alibaba Group Holding (BABA US), Fosun International (656...
1k Views
TRACKING TRAFFIC/Chinese Tourism: June Activity Firms | HTHT & Air China Oversold on RMB Slump
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
294 Views
Altaba Tender VWAP Day and Estimating Pro-Ration
As per the original Altaba Inc (AABA US) announcement (link to first announcement, link to extension announcement) of a Tender for its own shares...
409 Views
Pinduoduo (PDD US): Keep Calm and Ride the Storm
After a stonking IPO, Pinduoduo (PDD US) has faced a barrage of negative press reports rightly highlighting the number of counterfeit products...
554 Views