NetEase (NTES): Sold Import E-Commerce to Alibaba (BABA), Win-Win Deal
NetEase (NTES) sold its e-commerce platform Kaola to Alibaba Group Holding (BABA US). After the deal, Alibaba (BABA) will have more than half of...
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Baozun (NEGATIVE) Competition from Belle’s TopSports; Q2 Margin Miss; CFO’s Broken Record
Q2 earnings combined with our ongoing checks into merchandisers lead us to believe that Baozun Inc. (BZUN US) is using its balance sheet to finance...
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Yunji (云集) Trading Update - Tiny Adjusted Free Float + Expensive Valuation
Yunji Inc. (YJ US) raised US$120m at US$11 per share, the bottom of its IPO price range. The company was initially expecting to raise up to US$176m...
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Mulsanne Group (GXG) IPO Preview: The Wrong Trousers
Mulsanne Group Holding Ltd (1817 HK) is a leading fashion menswear company based in China. Mulsanne’s brand portfolio comprises of two main...
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Yunji (云集) IPO Review - Expensive Goods
Yunji Inc. (YJ US) is raising up to US$176m in its upcoming IPO in the US. We have covered most aspects of the IPO in Yunji (云集) Pre-IPO Review -...
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