Alibaba - No Softbank Placement Overhang, Going into HSI and HSCEI
In Mar 2020, Softbank Group (9984 JP) had announced that it would sell assets worth US$41bn in order to fund the repurchase of US$18bn worth of its...
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Jd.com Secondary Listing: Do 1Q Results Give Further Support for Secondary Listing?
JD.com Inc (ADR) (JD US) shares closed at a new high after the reporting its 1Q20 results, with sales and margins ahead of expectations. JD.com is...
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JD.com: 1Q20: Plowing Through COVID-19
I highlighted the e-commerce sector as one of the safe-haven sectors in my last thematic report, Strategy: Looking for Inspiration in the Time of...
221 Views
Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist
Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...
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