Y Ventures Group: A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
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Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows
Baozun Inc. (BZUN US) was our top long idea for the past 8 months with a price target of $45. At its current $55 per share, the stock price in...
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Pintec IPO Preview: Derailed by a Regulatory Quagmire
Pintec Technology Holdings L (PT US) is a leading independent technology platform enabling financial services in China as measured by loan volume...
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Pinduoduo (拼多多) IPO Review - Valuation up 17x Since Feb 2017 While GMV Is up 12x Since 1Q 2017
Pinduoduo Inc (PDD US) is looking to raise up to US$1.6bn in its upcoming IPO. Proceeds will be mainly used to expand business operations, research...
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Pinduoduo IPO Thoughts: High GMV Growth, Low Profit Visibility
Group buying app Pin Duo Duo is hoping to raise as much as USD 1.65 billion in its upcoming IPOm, by selling 85.6 million ADS at a price range of...
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