Vipshop (VIPS US): Tantalizing Value for China's Discount Brand Retailer
Vipshop is down 50% from the peak in March 2021 despite the rejuvenated revenue growth and margin improvements. As I flagged my upgraded positive...
292 Views
DiDi Chuxing Pre-IPO - Bull Case, Index Inclusion, Uber Exit
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
305 Views
China Online Retail Sales Tracker: April and May Sales Growth Slows on Unfavorable Comps
Online retail sales growth for April and May is tracking well below the 1Q21 level. This is due to optics, but 2Q21 earnings are unlikely to be a...
261 Views
DiDi Chuxing Pre-IPO - Valuation
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
289 Views
Vipshop: A Summer Bargain After Archegos Caused a Long Squeeze
Vipshop’s share price momentum unraveled in March 2021 as investors started shifting from growth to value stocks. Vipshop’s decline was further...
339 Views