Sogou 搜狗 IPO: Old Dog, Cheap Tricks
The upcoming Sogou 搜狗 IPO makes the company seem larger than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
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Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17. Earlier this year, the China Consumers' Association (CCA)...
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Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
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Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
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China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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