JD-Tencent Alliance Strikes Back, Twice
After Tencent took over 5% of Yonghui Superstore (601933 CH, NR), the JD-Tencent Alliance made its second move, acquiring 10% of VIPS at 55%...
346 Views
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
369 Views
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
333 Views
Picking-Up the Pieces of a Broken IPO
Secoo Holding Ltd (SECO US) is a Chinese online luxury retailer that claims to hold 25% of the market by GMV. It's fallen c.35% since the Sept...
557 Views
'GLP Wannabe?' Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties
After the bidding process for Global Logistic Properties Ltd (GLP SP) concluded in July with the company being taken private at a significant...
539 Views