Dada Nexus IPO Initiation: Delivering the Goods
Dada Nexus (DADA US) is a leading platform of local on-demand retail and delivery in China. It operates JD-Daojia (JDDJ), a local on-demand retail...
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China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
423 Views
Alibaba (BABA): Fresh Food Booming and Freshippo Leading After Virus Outbreak
The active user base of online fresh food industry increased 58% YoY in the month after the Chinese New Year vacation in 2020 over the month in...
439 Views
Long Yonghui/Sell Sun Art: Sun Art's Overpriced for the Alibaba Ecosystem
In this note, we are looking at the China supermarket/hypermarket pair between Yonghui Superstores Co., (601933 CH) and Sun Art Retail (6808 HK)....
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Tencent (700 HK): Advertisers Get Significant Traffic from WeChat Mini-Program
YH Life had 8.9 million monthly active users (MAU) on the WeChat mini-program, about 3.8 times its independent app. Miss Fresh’s mini-program MAU...
365 Views