Tencent (700 HK): Advertisers Get Significant Traffic from WeChat Mini-Program
YH Life had 8.9 million monthly active users (MAU) on the WeChat mini-program, about 3.8 times its independent app. Miss Fresh’s mini-program MAU...
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JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
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Powerlong Commercial Mgmt IPO: Valuation on Solid Grounds
Powerlong Commercial Management Holdings (1741045D HK) is a leading commercial operational service provider in China. Powerlong has launched its...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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Alibaba (BABA): A Visit to New Business Hema-Mini – Successful Change
This year, Hema created many new business models in order to solve the problem of profitability. We believe Hema-mini is the best version of these...
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