Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
223 Views
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
208 Views
Picking-Up the Pieces of a Broken IPO
Secoo Holding Ltd (SECO US) is a Chinese online luxury retailer that claims to hold 25% of the market by GMV. It's fallen c.35% since the Sept...
465 Views
'GLP Wannabe?' Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties
After the bidding process for Global Logistic Properties Ltd (GLP SP) concluded in July with the company being taken private at a significant...
439 Views
JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
355 Views