Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
438 Views
Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...
417 Views
Meituan-Dianping IPO, Part 3: Sum-Of-Parts Approach Suggests US$50 Bn Valuation Quite Unrealistic
Recent media reports (see articles here and here) suggest Meituan Dianping (MEITUAN CH) will attempt to complete its listing in Hong Kong by...
1k Views
Alibaba (BABA): Logistics Fails as Part of Aggressive Diversification
Operating margin plunged to 10% in 1Q19 versus 35% in 1Q18. Revenue growth accelerated merely due to the additions of new business lines. Cainiao...
906 Views