21 Things Worth Knowing (#13)
In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...
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JD.com Bullish Breakout in Progress
JD.com has undergone a well behaved corrective cycle since August as a bull wedge takes shape and matures. The standout chart point hinges on the...
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Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.
JD.com (JD US) shares have lagged the sector in recentĀ months largely on concerns about competition from Alibaba (BABA US) andĀ margin potential....
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Sogou ęē IPO: Old Dog, Cheap Tricks
The upcoming Sogou ęē IPO makes the companyĀ seem largerĀ than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
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Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17.Ā Ā Earlier this year, the China Consumers' Association (CCA)...
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