Vipshop (VIPS US): Priced for Perfection
The stock has had a phenomenal run from the 12-month low of USD6.26, nearly providing a 200% return at the recent peak of USD18.80 on 16 April...
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Pinduoduo: Impressive 1Q Results Despite COVID-19 but Remains Overbought
Pinduoduo (PDD US)’s 1Q FY03/20 financial results were pretty impressive despite the impact of COVID-19. PDD seems to have performed comparatively...
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Alibaba: Poor 4Q Compared to JD.com and PDD
In our previous notes, we have raised our concerns over Alibaba Group (BABA US)’s slowing domestic e-commerce business. Alibaba’s 4Q FY03/20...
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PinDuoDuo (PDD): The High Cost of Rocket Fuel
Pinduoduo (PDD US) is currently the fastest-growing Chinese e-commerce platform that has transformed from an online retailer of agriculture...
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Alibaba (BABA US): Four Reasons to Own the Stock
Alibaba Group (BABA US) reported its consensus beating Q4FY20 (March quarter) results on Friday 22 May 2022, and the share price fell 6%. As a...
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