Dada Nexus (达达集团) Pre-IPO - Thoughts on Valuation and Assumptions
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. There are news reporting that the IPO will launch tonight...
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Dada Nexus (达达集团) Pre-IPO - Competitive Landscape and Peer Analysis
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. The company is a fast-growing local on-demand retail and...
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U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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Best Inc's Q120 Results Are Sector-Worst, No Guidance for Q2 and Beyond
On Wednesday after the close in the US, BEST Inc (BEST US) reported what look like the sector's worst Q120 earnings results. Given Covid-19 impacts...
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ZTO Q120 Results Show Weak Cash Flow, Guidance Suggests Poor 'Conversion' Rest of 2020
On May 20, ZTO Express (ZTO US) reported a set of weak Q120 results after the US close; this was unsurprising given the dramatic impacts Covid-19...
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