Short YTO Express: Sharp Recovery in Volume Masks Effects of Intensifying Price War
After getting hit by Covid-19 in February and early March, Chinese express company YTO Express (600233 CH) has roared back to life, hitting a...
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Pinduoduo: Key Takeaways from Our Discussion with the IR Team (Part I) – Cooked Books?
We reached out to Pinduoduo (PDD US)’s IR team for comment about the concerns we had in our previous note, Pinduoduo: Inflated Top Line, Inflated...
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JD.com: A Quick Look at Fundamentals Ahead of the HKEX Listing
Despite the recent rally in the share price, we believe it is still worth participating in JD.com Inc (ADR) (JD US)’s secondary listing at a...
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China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
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JD Secondary Listing - Early to File but Late to Launch Puts It in a Peculiar Position
JD.com Inc (ADR) (JD US) is said to be aiming to raise US$3.75bn via its secondary offering in Hong Kong, which will be launched later...
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