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Vipshop Holdings (VIPS US)
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285
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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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
419 Views
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bearish
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JD.com Inc (ADR)
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13 Mar 2020 06:11
JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
Mark Artherton, CFA
382 Views
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bullish
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Vipshop Holdings
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06 Mar 2020 10:01
Vipshop (VIPS): Growth Up, Margin Up, and Stock Price Up 27% After Closing Out Logistics
VIPS closed out its logistics subsidiary, Pinjun Express, in November 2019. The operating margin climbed up to 10.4% in 4Q2019 versus 3.8% in...
Ming Lu
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348 Views
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bullish
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Meituan
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13 Jan 2020 11:12
China Internet Weekly (13Jan2020): Police Arrested 20 of Meituan's Employees for Corruption
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
Ming Lu
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411 Views
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bullish
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Xiaomi Corp
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06 Jan 2020 09:56
China Internet Weekly (6Dec2020): Xiaomi’s Best TV Set Seller, TME Acquired 10% of Universal Music
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
Ming Lu
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346 Views
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