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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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bearish
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JD.com Inc (ADR)
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05 Sep 2018 12:35
Chinese Ecommerce Hybrid JD Accelerates Spending and Reduces Earnings Visibility
Jd.Com Inc (Adr) (JD US) CEO Richard Liu was arrested last Friday in Minnesota for alleged sexual misconduct and was released after one night in...
JL Warren Capital
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711 Views
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bearish
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111 Inc
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04 Sep 2018 11:01
111 Inc. (1药网) IPO Review - Key Operating Metrics of B2C Segment Has Been Declining
111 Inc (YI US) is looking to raise up to about US$150m in its upcoming IPO. Proceeds from IPO will be mainly used for research and development and...
Zhen Zhou, Toh
347 Views
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bullish
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Tencent
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29 Aug 2018 20:46
Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
Emad Mostaque
649 Views
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bearish
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Meituan
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27 Aug 2018 07:10
Meituan-Dianping IPO, Part 3: Sum-Of-Parts Approach Suggests US$50 Bn Valuation Quite Unrealistic
Recent media reports (see articles here and here) suggest Meituan Dianping (MEITUAN CH) will attempt to complete its listing in Hong Kong by...
Daniel Hellberg
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940 Views
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bullish
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Y Ventures Group Ltd
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26 Aug 2018 11:59
Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
Valerie Law, CFA
418 Views
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