2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
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Pinduoduo (PDD): Fake Active Users
On Singles’ Day, PDD’s active users double JD.com, but PDD’s market share is only 1/3 of JD.com. As we learn on the ground, PDD’s active users are...
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Alibaba (BABA US): Thoughts on Valuation Ahead of the HK Listing
This is the THIRD of a series of reports on Alibaba Group Holding (BABA US). In our previous notes, Alibaba (BABA US): Domestic E-Commerce Business...
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China Internet Weekly (18Nov19): Single Day, Alibaba's Record Sales, PPD's 6% Mkt Share Vs. JD's 17%
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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JD.com (JD): External Logistics Service Improved Both Topline and Bottom Line, 50% Upside
The stock price has risen by 23% since our last buy rating in August; however, we believe there is still a further upside of 53%. Revenue growth...
331 Views