Dada Nexus IPO: Valuation Insights
Dada Nexus (DADA US) is a leading platform of local on-demand retail and delivery in China. It operates JD-Daojia (JDDJ), a local on-demand retail...
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Setting up Reference Points for Dada Nexus' 'Dada Now' Local Delivery Business
In this note we seek to provide context so investors can better understand the business model, scale, and growth of Dada Now (DDN), the local...
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Alibaba (BABA US): Four Reasons to Own the Stock
Alibaba Group (BABA US) reported its consensus beating Q4FY20 (March quarter) results on Friday 22 May 2022, and the share price fell 6%. As a...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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