Pinduoduo's Recent Moves Signal Desire to Develop Its Own Logistics Ecosystem
Recently, discount online retail platform Pinduoduo (PDD US) made two moves that indicate it plans to develop its own logistics ecosystem, as...
360 Views
JD.com (JD) Earnings Preview: Statistics Bureau Data Suggests Weak Q1 But Better Q2
We believe revenues will grow by 5% YoY in 1Q2020, lower than management’s guidance and the analyst consensus. However, we believe the stock price...
490 Views
China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
378 Views
Four China-Listed Express Parcel Delivery Companies in Q120: Divergence Continues
The fortunes of the four China-listed express parcel delivery companies continued to diverge in Q120. As we wait to hear from their US-listed peers...
382 Views
TRACKING TRAFFIC/Chinese Express: Volume Growth Recovers, but Not Pricing / SF Keeps Share Gains
Chinese express parcel volume growth rebounded in March, with overall parcel volume growing by 23.0% YoY, similar to 2019 growth of 25.3%. Overall...
472 Views