Four China-Listed Express Parcel Delivery Companies in Q120: Divergence Continues
The fortunes of the four China-listed express parcel delivery companies continued to diverge in Q120. As we wait to hear from their US-listed peers...
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Pinduoduo Bribery (拼多多) - Perception Matters
Pinduoduo (PDD US) alerted the police regarding a suspected bribery that involved Cue Holdings and a Pinduoduo staff. In this note, we take a quick...
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Vipshop: Turned the Corner, but Caveat Emptor
Vipshop Holdings (VIPS US) share price doubled in the last twelve months, making the stock and Pin Duo Duo the top two performers in the Asian...
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JD.com: Spreading Its Wings
JD.com Inc (ADR) (JD US) will likely be the first of the Chinese e-commerce platforms to report its 1Q20 operating results in the second week of...
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China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
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