Softbank Group: Confirmation of Potential TMUS Sale Is Not News but Assurance
Softbank Group confirmed overnight that it is looking at options for monetizing its T-Mobile stake as part of plans to sell $41bn in assets to fund...
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JD Secondary Trading Update - Strong Demand but Won't Have Any Index Flows
JD.com Inc (ADR) (JD US) raised around US$4.4bn (including over-allocation) via its secondary listing in Hong Kong. I've covered various aspects...
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Alibaba (BABA): China Express Packages Surged in May
The growth rate of express packages continued to rise in May in China. We believe a large part of new online customers will stay with e-commerce...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Discussion with PDD's IR Team (Part II): Mid-Term Strategy Seems to Be Different from Alibaba and JD
Our recent conversation with the Pinduoduo (PDD US)’s IR team suggests that the company’s medium-term strategy is broadly different from other...
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