Bairong Pre-IPO - The Negatives - Playing with Its Own Data
Bairong, an independent AI-powered technology platform in China serving the financial services industry, plans to raise around US$300m in its Hong...
449 Views
Coupang IPO: Not Worth Subscribing at Rumoured 50.0bn Valuation
Coupang’s active user count is just 7.5%, 3.4%, 2.0% and 2.0% of Shopee’s JD.com’s, Pinduoduo’s, and Alibaba’s respectively. However, Coupang’s...
325 Views
Alibaba – Potential Flaws in Consensus Forecasts?
We have dug into Alibaba Group (9988 HK) consensus forecasts and believe that estimates may be too optimistic in relation to operating profit due...
264 Views
Coupang IPO - Key Assumptions & Earnings Estimates
In this insight, we provide our earnings estimates and key assumptions of Coupang from 2021 to 2025. We forecast the company to generate net...
312 Views
China Internet Weekly (15Feb2021): Meituan Employee Showed up in Freshippo, Bad Data for Four Apps
Baidu , iQiyi, Trip.com, and Autohome got negative industry data.A Meituan delivery worker showed up in a Freshippo store.
238 Views