Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money
After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...
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TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Pinduoduo (拼多多) IPO Review - Valuation up 17x Since Feb 2017 While GMV Is up 12x Since 1Q 2017
Pinduoduo Inc (PDD US) is looking to raise up to US$1.6bn in its upcoming IPO. Proceeds will be mainly used to expand business operations, research...
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Pinduoduo (PDD) IPO Risk: Too Many Fakes, Vulnerable to Lawsuits
There are a large number of fake products on Pinduoduo (PDD), an e-commerce platform in China. Keyword bidding attracts small companies, including...
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Pinduoduo IPO Valuation: Worth the Price of Admission
Walnut Street Group (1631938D US) which operates Pinduoduo (1427881D CH) announced its IPO price range of $16-19 per ADS. At the mid-point of the...
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