Q2 Top Long and Short Ideas: GOOS, BZUN, Macau Gaming, JD, and MOMO
Top Long - Canada Goose Holdings Inc (GOOS US): Long thesis is GOOS’ global under-penetration and margin expansion as the business goes from...
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A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
237 Views
VIPS Is Destined to Merge with the JD
VIPS reported C1Q18 net revenue, gross margin, non-GAAP operating profit and non-GAAP net income (2.6) %, (1.5) ppt, 25% and 1.7% vs. our...
220 Views
Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
363 Views
Baozun - Best Chinese E-Commerce Long; Buy After Correction
Baozun Inc. (BZUN US) is down 10% over the past few trading days on pre-earnings concern of rising spending. BZUN is to report Q1 earnings on May...
232 Views