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Vipshop Holdings (VIPS US)
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275
Analysis
Consumer Discretionary
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China
Vipshop Holdings Ltd. retails branded products at discount over the Internet. The Company retails through flash sales, in which limited quantities of an item are sold at deep discount for a specified period of time.
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bullish
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Alibaba Group Holding
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03 Feb 2021 11:15
China ADRs Secondary Listing - Pipeline Looks Rich, Have Three Years to Move
2020 saw nine companies undertake a secondary listing in Hong Kong, to together raise over US$16bn. We shortlist remaining candidates and look at...
Sumeet Singh
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402 Views
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bearish
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Alibaba Group Holding
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18 Jan 2021 10:43
China Internet Weekly (18Jan2021): BABA Delivery Man Tried Suicide, Baidu Produces Electric Vehicle
Ele.me delivery man burned himself, as his payment was reduced. Baidu (BIDU) announced that it would establish an electric vehicle joint venture.
Ming Lu
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274 Views
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bullish
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Baidu
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15 Jan 2021 17:27
An Analysis of ADR/HKEX Discount Behavior As The US Listed Chinese Tech Rush To Hong Kong
As the US-listed Chinese tech firms rush for secondary listings on the Hong Kong Stock Exchange, we analyse the ADR/HKEX discount behaviour of the...
Oshadhi Kumarasiri
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383 Views
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bullish
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Tencent
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04 Jan 2021 08:55
China Internet Weekly (4Jan2021): Tencent’s Conflict with Huawei, Authorities’ Ban on New Year Tour
Tencent’s games had disappeared on Huawei’s app store for one day. The authorities fined BABA, JD, VIPS for “unfair pricing”. The authorities...
Ming Lu
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295 Views
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bullish
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JD.com
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15 Dec 2020 16:24
StubWorld: JD.com In JD Health's Shadow
JD looks attractive here, down 13.5% from its recent peak. The market is assigning US$9.4bn less to the stub ops since JDH's debut, while JD has...
David Blennerhassett
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333 Views
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