China Plans to Strengthen Power of SAMR
The move of antitrust and anti-unfair competition shows China intends to maintain its strict stance on monopolistic and uncompetitive practices in...
246 Views
EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
283 Views
Coupang: Down 61% From the Peak, Further 60% Downside Is a Possibility
At 0.80x, Coupang’s EV/ (Gross Merchandise Value + Retail Revenue) remains 0.58x, 0.66x and 0.64x above Alibaba’s, JD.com’s and Pinduoduo’s EV/...
349 Views
TDCX Inc. Pre-IPO - Largest Client Is Growing Faster and Trading Cheaper
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, is looking to raise up to US$338m in its upcoming US IPO.
310 Views
Alibaba: How Much Core Market Share Loss Has Been Priced In?
In this insight, I analyse Chinese retail sales and digital advertising market share changes and what is implied by Alibaba’s current valuation...
496 Views