JD Secondary Trading Update - Strong Demand but Won't Have Any Index Flows
JD.com Inc (ADR) (JD US) raised around US$4.4bn (including over-allocation) via its secondary listing in Hong Kong. I've covered various aspects...
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Discussion with PDD's IR Team (Part II): Mid-Term Strategy Seems to Be Different from Alibaba and JD
Our recent conversation with the Pinduoduo (PDD US)ās IR team suggests that the companyās medium-term strategy is broadly different from other...
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Alibaba (BABA): Tax Bureau Eyes Online Retailers
The tax bureau required all online retailers to pay evaded tax for the past three years. We believe Alibaba will lose commission on GMV (Gross...
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China Internet Weekly (15Jun2020): Virus Found in Another Wet Market, Online Retailersā Tax Eyed
Panic buying restarted as four infections were found in a wholesale wet market in Beijing. Alibaba (BABA) announced they will recruit 5,000...
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ECM Weekly (14 June 2020) - JD, Burning Rock, Kangji Med, Hygeia Healthcare, Pop Mart, Bohai Bank
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming...
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