111 Inc IPO Preview: A New Business Papers over the Cracks
111 Inc (1647603D CH) runs an online retail drugstore (1 Drugstore) and healthcare platform in China. 1 Drugstore is the largest direct sales...
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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...
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China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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Y Ventures Group:Â A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
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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,...
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