Starbucks Faces a Bigger Challenge in China than Luckin
Starbucks Corp (SBUX US), which has recently been among the best success stories among American consumer brands active in China, is suddenly...
778 Views
JD.com Reveals JD Logistics Progress & Plan to Create a 'Mini GLP' Using Its China Warehouse Assets
When Jd.Com Inc (Adr) (JD US) reported Q218 earnings on August 16th, we were watching closely to see whether the company revealed any information...
568 Views
TRACKING TRAFFIC/Chinese Express & Logistics: July Express Prices All Over the Map, Market Unstable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
418 Views
JD.com (JD): In Wrong Way Market Judges Financials
JD sets a strategy of “zero net margin”. RMB2.2 bn net losses were not significant to RMB122.3 bn revenues in 2Q18. In 1H18, JD generated RMB12 bn...
475 Views
What's Wrong with Best Inc? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
463 Views