With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Sea Ltd: "Emerging Growth" Company Part II
During conference call, management of Sea Ltd (SE US) unveiled 2018 guidance after delivering a slight beat on 4Q17 results. Despite surging GMV,...
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Best Inc Q417 Results: Losses Reduced, But Further Progress More Challenging As Growth Slows
BEST Inc (BSTI US) reported its Q417 results on Thursday morning in New York, and the company managed to show significantly smaller EBITDA,...
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Best World: Full Throttle 2018
Best World International Limited (BEST SP) just reported its full FY 2017 with 10% increase in revenue, 4% gross margin contraction due to higher...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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