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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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Alibaba Group Holding
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20 Feb 2018 08:35
'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
Daniel Hellberg
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253 Views
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bullish
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Thematic (Sector/Industry)
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19 Jan 2018 11:32
Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
Euromonitor International Ltd.
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155 Views
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bearish
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ZTO Express Cayman
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18 Dec 2017 09:43
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
Daniel Hellberg
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210 Views
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bearish
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COFCO Womai Ltd
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15 Dec 2017 13:39
The State-Owned and Baidu Backed Online Grocer that Loses Lots of Money
We believe COFCO Womai Ltd (1556961D HK) may run out of money over the next 1.5-2 years. Womai, a leading online grocery chain in China, plans to...
Rickin Thakrar
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201 Views
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bullish
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JD.com Inc (ADR)
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08 Nov 2017 12:25
Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.
JD.com (JD US) shares have lagged the sector in recent months largely on concerns about competition from Alibaba (BABA US) and margin potential....
New Street Research
147 Views
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