Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
363 Views
Baozun - Best Chinese E-Commerce Long; Buy After Correction
Baozun Inc. (BZUN US) is down 10% over the past few trading days on pre-earnings concern of rising spending. BZUN is to report Q1 earnings on May...
233 Views
Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
217 Views
China's Consumers/Banks/Bond Market and Defaults/Trade Wars/Marxism
China News That Matters Good news for China's consumers, Alibaba Group Holding Ltd (BABA US), JD.com Inc (ADR) (JD US) and Suning Commerce Group Co...
190 Views
IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
182 Views