Pinduoduo - Q2 2021 Preview Through a Forensic Lens
PDD’s upcoming Q2 2021 results could help investors better understand e-commerce sector and company trends, such as GMV and revenue growth. We...
409 Views
Tencent Holdings - Bulge Bracket Bull
TENCENT HOLDINGS: A competitor recently suggested the shares of Tencent have 73% upside. We beg to differ, further pain in these shares is expected...
326 Views
Bukalapak IPO Trading - Largest Indo IPO, Big Pop Could Get It into FTSE
Bukalapak (BUKA IJ) raised US$1.5bn at IDR850 per share, the top end of its IPO price range. Bukalapak (BUKA) is an Indonesian e-commerce company.
313 Views
Alibaba (BABA): FY1Q22, Physical Stores Growing Strongly, Margin Lower but Controllable, 30% Upside
Revenue from physical store chains grew by 80% YoY in 1Q22. The margin decline is partly due to temporary changes. Generally, we believe EPS will...
262 Views
Tencent Holdings – Clairvoyance Pays Off
TENCENT HOLDINGS: Square has agreed to purchase Afterpay for USD 29 bn, and Tencent stands to gain 462% or over USD 800 mn. While positive,...
259 Views