TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
376 Views
JD.com (JD): Our 4Q2020 Expectation Quite Different from Consensus
JD will release its 4Q2019 result on March 2. We believe EPS will be positive for 4Q2020 versus a negative number from the market consensus. We...
395 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
883 Views
China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
301 Views
More and More Signs Virus Accelerating Online Services Expansion; Online to Surpass Offline by 2021
The outbreak of COVID19, the coronavirus that originated from China, presents a major catalyst for Chinese tech firms to accelerate the adoption of...
448 Views