ZTO Q318 Results: Momentum, Margins, & Quality of Earnings All Took a Dive in Q318 (Plus: A Buyback)
Although ZTO Express (ZTO US) managed to slightly beat the consensus estimate for "Adjusted EPS" in Q318 (1.34 RMB actual vs. consensus 1.32 RMB...
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China Consumption: Slow-Down Deepening?
A big question for investors at this juncture is if China (macro) consumption has slowed down and what kind of slow-down (major or mild one) it...
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Babytree IPO Valuation: On an Alibaba Hope and Prayer
Babytree Inc (BABYTRE HK) is a leading Chinese online parenting firm which can be described as a combination of a maternity focused online forum...
602 Views
China Singles Day – Consensus Is Wrong on Chinese Consumers and Consumption
This strength in consumer spending is counter to the views of most Chinese foreign-based analysts. Consumption is much stronger than consensus is...
440 Views
MOGU IPO Preview: Fading Fads
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. Users...
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