Alibaba (BABA): Logistics Fails as Part of Aggressive Diversification
Operating margin plunged to 10% in 1Q19 versus 35% in 1Q18. Revenue growth accelerated merely due to the additions of new business lines. Cainiao...
906 Views
Qutoutiao 趣头条 (QTT) – A Spendthrift Who Pays News Readers Generously
Qutoutiao is not the only mobile applications which pays readers, but the Company pays aggressively. Therefore in 2Q18, on one hand, monthly...
640 Views
NIO IPO Preview:Â Pull the Plug
NIO Inc (NIO US)Â is a Chinese premium electric vehicle manufacturer which exclusively sells its vehicles in China. It is backed by Tencent Holdings...
809 Views
Tesla: Neither Funding nor Model 3 Demand Appears Secured to Us
Funding Secured?While Musk has pointed to the Saudi Arabian Public Investment Fund as the backing for his "funding secured" tweet, we see a few...
683 Views
Meituan Dianping – Market Domination & Share Gains to What End?
Meituan Dianping has built an enviable position in China but is now under attack from all directions. Well funded opponents including Alibaba,...
849 Views