China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
431 Views
JD.com HK Listing - Early Look - Getting the Ball Rolling
IFR announced overnight that JD.com Inc (ADR) (JD US) has filed confidentially for a secondary listing in Hong Kong. The deal is expected to be...
565 Views
Pinduoduo: Long Thesis Is Getting Less and Less Attractive
Pinduoduo (PDD US) has been a “Wall Street Darling” during the time of the pandemic. PDD’s share price has increased by more than 60% in the last...
419 Views
HK Weekly Short Interests: Spike for Tencent, Meituan, Big Covers for China Gas, Longfor
Hong Kong SFC reported on today for aggregate short position on Apr 17. The aggregate short value for equities increased by $1,621m (+3.0%) WoW and...
221 Views
Alibaba (BABA): SEC Chair’s Warning Against Chinese Equities
Trump-nominated SEC Chairman appeal to investors for not investing in Chinese equities. We believe his claim is political but not financial. We...
472 Views