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,...
854 Views
Chinese ‘Super Apps’ Driving Automation of Consumption…
‘We don't want to be just a retailer but to help all others run their business better…’ Chen Zhang, JD's chief technology officer, talking about...
733 Views
PinDuoDuo Faces Three Main Long-Term Risks: Counterfeits, 'Clearance', Competition
As we see it, newly-listed Pinduoduo (PDD US) faces three major risks to sustained long-term growth: Counterfeits: The issue of counterfeit goods...
818 Views
Baidu (BIDU) – Google Rumor Not a Concern, Healthy 2Q18, and 50%+ Upside
It is rumored that Google of Alphabet Inc Cl C (GOOG US) will return to China, but we believe this rumor should not be a concern to investors for...
630 Views
Tencent (700 HK): Tencent Music – Pre-IPO Monopolist
Tencent announced that it spun off its online music business TME (Tencent Music Entertainment) for separate listing. It is also rumored that...
973 Views