Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate
Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its...
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China Internet Weekly (25Nov19): PDD Plunged by 23% After Short Recommendation in Last Weekly
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
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Pinduoduo (PDD): Fake Active Users
On Singles’ Day, PDD’s active users double JD.com, but PDD’s market share is only 1/3 of JD.com. As we learn on the ground, PDD’s active users are...
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Alibaba (BABA US): Thoughts on Valuation Ahead of the HK Listing
This is the THIRD of a series of reports on Alibaba Group Holding (BABA US). In our previous notes, Alibaba (BABA US): Domestic E-Commerce Business...
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