A Visit to Alibaba’s “New Retail” – Physical Store Hema
We visited one of Alibaba’s Hema stores (photo 1~17). We conclude that Hema does not have any exclusive advantage over other physical stores. We...
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Xiaomi The Money!
Three days after new listing rules came into effect in Hong Kong, Xiaomi submitted its application in Hong Kong for a dual-class shareholding...
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Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
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BABA Sacrificed Margin to Acquire Customers in FY2018
Alibaba’s operating margin of core-commerce tumbled in fiscal 2018 (end-Mar 2018). We believe Alibaba sacrificed operating margin to compete in...
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Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
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