TRACKING TRAFFIC/Chinese Express & Logistics: July Express Prices All Over the Map, Market Unstable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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JD.com (JD): In Wrong Way Market Judges Financials
JD sets a strategy of “zero net margin”. RMB2.2 bn net losses were not significant to RMB122.3 bn revenues in 2Q18. In 1H18, JD generated RMB12 bn...
356 Views
What's Wrong with Best Inc? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
375 Views
111 Inc IPO Preview: A New Business Papers over the Cracks
111 Inc (1647603D CH) runs an online retail drugstore (1 Drugstore) and healthcare platform in China. 1 Drugstore is the largest direct sales...
693 Views
China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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