TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
264 Views
Weekly (20Jul2020): Tax Check on Online Retailers Stopped, Cross-Province Group Tour Reopened
Tencent (700 HK) acquired a game developer, Leyou (1089 HK). The State Taxation Administration stopped local tax bureaus’ self-check requirement...
310 Views
WeChat Just Got a Major Upgrade; Highlights Tencent's 3-Prong Attack Into E-Commerce
WeChat just got a major upgrade with the launch of its new Mini Program feature called "WeStore". The new feature allows enterprises and small...
349 Views
Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
375 Views
Pinduoduo: Profit Outlook Does Not Justify the Current Valuation
The recent rally in the share price puts Pinduoduo (PDD US)’s valuation multiples on par with Alibaba Group (BABA US)’s multiples during the...
460 Views