MOGU IPO Preview: Fading Fads
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. Users...
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Last Week in GER Research: Softbank, Haidilao, Tongcheng-Elong, Ctrip and 360 Finance
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on Softbank Group (9984...
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2018 China’s Singles’ Day GMV Review - First Cut
The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...
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Alibaba Group Holding: Three Metrics Sell Side Analysts (Choose To) Ignore
We find three worrying metrics on Alibaba Group Holding (BABA US) that point to much slower growth narrative. The three metrics are all related to...
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Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
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