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...
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'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
JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
531 Views
Vipshop Holdings Loses Appeal with EM Funds. Netease Exposure Snowballs.
Exposure to Vipshop Holdings Ltd Adr (VIPS US) continues to be scaled back by global emerging market equity funds. The percentage of EM funds...
358 Views
Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
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