chinastocks 2337 posts 20 comments

Pinduoduo Inc. Q4 2021 Earnings Conference Call March 21, 2022 7:30 AM ET Company Participants Chen Penn - Investor Relations Chen Lei - Chairman and Chief Executive Officer Liu Jun - Vice President, Finance Jing Ma - Vice…

Summary SEC de-listing news has no material impact to Alibaba as it is not any new news and should have been priced in. Alibaba's multi-platform growth strategy is helping the drive the e-commerce penetration and improve user…

Summary Alibaba’s 10% YoY revenue growth amid all the crises is a forte, not a weakness, and its low share price has turned BABA into a value stock. BABA is an excellent business, period. However, the company is no longer valued…

Summary Company still reports gross margins north of 50% in Q3. Shares remain in a bear market although money flow trends are improving. We are looking at a long-term debit spread in here once shares can take out some key…

Vipshop Holdings Limited Q4 2021 Earnings Conference Call February 23, 2022 7:30 AM ET Company Participants Jessie Fan - Head of Investor Relations Eric Ya Shen - Chairman of the Board of Directors and Chief Executive Officer…

Summary I initiate my coverage on MOMO, also known as Hello Group, with a strong buy recommendation and a price target of $26.59 per share, implying an upside potential of 158%. Hello Group operates two very popular apps -- Momo and…

Hong Kong stocks retreated from near a three-week high as a flare-up in Covid-19 infections triggered tighter curbs and prompted brokers and banks to shut branches. WuXi Biologics extended losses for a third day. The Hang Seng Index fell…

Summary Vipshop is the leading online discount retailer of apparel, cosmetics, and home goods in Mainland China with 20k+ brand partners and a GMV of almost RMB 200 billion. The two founders have spent 35 years collectively working…

Summary Chinese internet is an attractive long-term story offered at a good price today. Baozun isn’t my preferred play as I expect it to lag its peers due to idiosyncratic headwinds. Its valuation isn’t attractive enough for me…