JD.com’s Buyback a Confidence Game
JD.com Inc (ADR) (JD US) announced a $2 billion buyback program over the next 24 months. The buyback is the largest announced by JD as it had...
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Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
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Pinduoduo (PDD): Some Positive Points in 4Q2019 Result, But Remain Cautious
There are some positive points in the 4Q2019 result, including revenue growth, operating cash flow growth, and operating margin...
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Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
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TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
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