TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
145 Views
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...
164 Views
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