2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
557 Views
JD.com (JD): Lawsuit Over, Price Falling Back to First Trading Day, Defensive in Bear Market
Minnesotan Authorities declined to charge the founder of JD. JD’s stock price has already plunged 52% in 2018. We believe JD is a defensive equity...
679 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
839 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Parcel Pricing Weak, Again | Transport Activity Solid
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
911 Views
UXIN: Unusual Trading Activities Before IPO Lockup Presents SHORT Opportunity
On December 6th, Uxin Ltd (UXIN US) released a press release about a non-binding, non-exclusive partnership with Alibaba Group Holding (BABA US)...
1k Views