NIO IPO Preview: Pull the Plug
NIO Inc (NIO US) is a Chinese premium electric vehicle manufacturer which exclusively sells its vehicles in China. It is backed by Tencent Holdings...
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China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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Y Ventures Group: A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
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Meituan Dianping – Market Domination & Share Gains to What End?
Meituan Dianping has built an enviable position in China but is now under attack from all directions. Well funded opponents including Alibaba,...
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ZTO Q218 Results: The Numbers Just Don't Add Up!
Last week ZTO Express (ZTO US) reported Q2 earnings that appeared to slightly exceed investors' expectations. In response, ZTO's shares rose and as...
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