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Suning.com (002024 CH)
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119
Analysis
Consumer Discretionary
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China
Suning.com Co., Ltd. operates retail chain stores to sell household appliances, electronic products, office equipment, and communication products. The Company also provides installation and maintenance services.
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bearish
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Ant Group
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04 Nov 2020 08:51
Ant Group (蚂蚁集团): Facing Hostile Authorities After Jack Ma's Speech
Shanghai Stock Exchange postponed Ant Group’s IPO, because four financial authorities warned Ant Group. We believe Jack Ma’s speech offended the...
Ming Lu
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507 Views
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bullish
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JD.com Inc (ADR)
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03 Aug 2020 10:52
China Internet Weekly (3Aug2020): JD Acquired Appliance Store, Xiaomi Phone Sales Plunged
JD.com (JD) acquired 100% of Five Star, a store chain of household appliance. Xiaomi (1810 HK)’s smartphone sales decreased by 35% YoY in...
Ming Lu
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280 Views
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bullish
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PDD Holdings
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08 Jun 2020 11:29
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,...
Ming Lu
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334 Views
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bullish
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Alibaba Group Holding
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27 Apr 2020 11:22
China Internet Weekly (27Apr2020): BABA, PDD, BIDU, Xiaomi, JOBS, Most Moves Are About Cash
We believe cash balance may not tell the truth, but companies’ moves will. Alibaba (BABA) plans to invest in computing infrastructure – fat...
Ming Lu
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264 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2020 07:44
Strategy: Looking for Inspiration in the Time of COVID-19
We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
Mitchell Kim
412 Views
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