A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
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VIPS Is Destined to Merge with the JD
VIPS reported C1Q18 net revenue, gross margin, non-GAAP operating profit and non-GAAP net income (2.6) %, (1.5) ppt, 25% and 1.7% vs. our...
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Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
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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...
330 Views
Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India
One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to...
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