Pinduoduo (PDD US): TEMU at Center Stage
Strong growth and impressive performance suggest TEMU will be at center stage of PDD's investment thesis going forward. We see PDD hit US$240...
Eric Chen
168 Views
Alibaba (BABA US): Selling at This Valuation Is Last Thing You Want
Sell-off post results was over-reaction, as cloud IPO pullback and founder selling shares drove negative sentiments to extremely bearish end....
Eric Chen
608 Views
DPC Dash (1405 HK): Recipe for Multibagger
We believe the company has the right recipe to become another multibagger in China's catering sector thanks to its strong brand and superior store...
Eric Chen
379 Views
Alibaba (BABA US): Still One of if Not the Best China Consumer Play
The dominance of retailers in the US consumer sector shows Alibaba's long term potential. Geopolitical risks driving investors away is similar to...
Eric Chen
744 Views
What Is Holding Back China Consumers’ Potential?
The majority of under-educated Chinese in lower-tier cities is irrelevant to China consumer market as we know it. Be cautious with simple...
Eric Chen
403 Views