Xiaomi (1810 HK): Dead Money
Xiaomi Corp (1810 HK)’s shares are around 43% below the IPO price partly due to the recent well-documented selling of shares following the end of a...
875 Views
Meituan Dianping: Core Business Progress Toward Profitability an Overlooked Story?
Our deep-dive segment profitability analysis reveals that Meituan Dianping's (3690 HK) core business (combined food delivery and in-store, hotel...
833 Views
Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
703 Views
2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
692 Views
A Pricey Deal in Hindsight, Walmart? India Reviews Policy - Amazon, Walmart May Need to Rejig Model
Would Wal Mart Stores (WMT US) have paid USD16 bn last year for Flipkart, a leading online Indian retailer, if the recent clarification on India's...
1k Views