China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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Tencent Music (TME) Earnings Preview: No Exclusive Advantage, Overvalued
Online music is no longer a monopolistic market. Short video is taking time on site from live broadcasting. Financials will be healthy in 2020,...
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Alibaba: The Growth Potential of International E-Commerce Operations Is Enticing
In our previous note, Alibaba (BABA US): Domestic E-Commerce Business Show Early Signs of Slowing Down – Quantamental, we mentioned that...
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Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
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