bearish
Z Holdings [Alt Data]: Web Traffic Hints Strong 2Q Shopping Growth but Unlikely to Be Sustainable
240 Views20 Oct 2020 10:55
Only a marginal QoQ decrease in e-commerce web traffic suggests that similar to 1Q, Z Holdings' 2Q results are also likely to be quite strong, but we do not expect this growth to be sustainable.
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- Z Holdings: Core-Businesses Are Getting Closer to Saturation; New Ones Fail to Impress02 Nov 2020
- Z Holdings: Aggressive Consensus + Expensive Valuation13 Aug 2020
- Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-1905 Aug 2020
- Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint29 Jul 2020
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