Pinduoduo's Recent Moves Signal Desire to Develop Its Own Logistics Ecosystem
Recently, discount online retail platform Pinduoduo (PDD US) made two moves that indicate it plans to develop its own logistics ecosystem, as...
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JD.com (JD) Earnings Preview: Statistics Bureau Data Suggests Weak Q1 But Better Q2
We believe revenues will grow by 5% YoY in 1Q2020, lower than management’s guidance and the analyst consensus. However, we believe the stock price...
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NetEase HK Listing - Early Look - Follow the Leader
NetEase Inc (NTES US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around US$1-2bn. In our...
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JD.com Secondary Listing: Do the Fundamentals Stack Up?
JD.com Inc (ADR) (JD US) is planning a secondary listing in Hong Kong which is expected to list at the earliest in June with the hopes of raising...
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China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
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