Baozun - Best Chinese E-Commerce Long; Buy After Correction
Baozun Inc. (BZUN US) is down 10% over the past few trading days on pre-earnings concern of rising spending. BZUN is to report Q1 earnings on May...
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Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
317 Views
China's Consumers/Banks/Bond Market and Defaults/Trade Wars/Marxism
China News That Matters Good news for China's consumers, Alibaba Group Holding Ltd (BABA US), JD.com Inc (ADR) (JD US) and Suning Commerce Group Co...
292 Views
IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
301 Views
Xiaomi IPO: Why “Honest Prices” Is Rarely Honest
Xiaomi Corp (XIAOMZ CH) 's upcoming Hong Kong IPO will be the biggest IPO since Alibaba Group Holding Ltd (BABA US) fetched $21.8 billion in New...
652 Views