TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
187 Views
Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) / Weibo (WB US) 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
197 Views
'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
255 Views
Qudian: Big Misses Ahead
Our recent research indicates that due to the Chinese authority’s crackdown on online micro consumer loans, cash loan transactions are effectively...
131 Views
IQIYI IPO Preview: Likely to Remain a Not-For-Profit
iQIYI is a leading Chinese online video platform, backed by Baidu Inc (ADR) (BIDU US), an 80.5% shareholder. In its 4Q17 results on 13 February,...
528 Views