Amazon (AMZN): Has Failed and Will Continue to Fail in China – From a Regular Shopper’s Perspective
Amazon decides to close out its third-party retailing in China. We believe Amazon fails in China because it is over-confident in its awareness and...
478 Views
GEM Active Funds: Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
568 Views
JD.com (JD): Cancels Delivery Man’s Basic Salary, Adapts to Growth of Commission Business
* JD cut delivery men’s salary by 25% last week. * JD ever generated cash flows by accounts payable in direct sales, but cost control is necessary...
645 Views
Ruhnn (如涵) IPO Review - Expensive Influence
Ruhnn Holding Ltd (RUHN US) is looking to raise up to US$155m in its upcoming IPO. We have previously covered the company's fundamentals in: Ruhnn...
683 Views
Ruhnn IPO Valuation: Face Value
Ruhnn Holding Ltd (RUHN US) is an e-commerce platform which drives sales through KOLs (key opinion leaders), backed by Alibaba Group Holding (BABA...
565 Views