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Tightening Financial Conditions
Thursday, August 24, 2023 - 3:28pm | 3739Read More...Disorderly Disinversion As 10-year Treasuries (USTs) decisively broke above the October ‘22 closing high of 4.24% and real 10s (TIPS) surged towards 2%, their highest level since the financial crisis, the explanatory narrative evolved from increased Treasury supply and reduced foreign demand...
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TikTok Reportedly Set To Ban External E-Commerce Links To Promote Its Own Digital Marketplace
Thursday, August 24, 2023 - 11:38am | 613Read More...TikTok is reportedly planning to ban links to external e-commerce sites, pushing users towards TikTok Shop. What happened: According to a report from The Information, TikTok is planning to banish links to outside e-commerce platforms like Amazon Inc. (NASDAQ:AMZN). This move is perceived as an...
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Vipshop's Strong Results Overshadowed By Troubling Outlook
Wednesday, August 23, 2023 - 9:11am | 1217Read More...Key Takeaways: Vipshop’s revenue increased 13.6% in the second quarter, and its net profit jumped 64% The company expects its revenue growth to slow sharply to 5% at best in the third quarter amid mounting signs of trouble for the Chinese economy By Warren Yang The investor mood for ...
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Snap's AI Bug Raises Concerns About The Pitfalls Of Generative AI
Monday, August 21, 2023 - 1:38pm | 541Read More...Last week, Amazon.com Inc (NASDAQ: AMZN) announced that it will be using generative AI to enhance its product reviews and Snap Inc (NYSE: SNAP) scared its Snapchat users as its My AI feature went rogue, raising privacy concerns. Snap’s AI Goes Rogue Last Tuesday, Snapchat’s My AI...
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Dada Nexus Rides To Profits, But Tamps Down High Expectations
Monday, August 21, 2023 - 10:54am | 1276Read More...Key Takeaways: Dada Nexus recorded its first ever non-GAAP profit in the second quarter, but continued to lose money on a net and operating basis The company could benefit from its strong focus on grocery delivery as Chinese consumers eat more at home in the current environment of economic...
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Retail Earnings Provided Clear Customer Behavior Insights That Benefited Discount Retailers And Left High-End Retailers In The Dark
Friday, August 18, 2023 - 2:16pm | 737Read More...Like TJX Corporation (NYSE: TJX), Ross Stores Inc (NASDAQ: ROSS) thrived as consumers drifted away from high-end retailers. Ross Stores topped quarterly estimates and improved its outlook, with its shares rising about 6% on Thursday upon Thursday's report during extended trading. Premium...
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Global-e Online: A Strong Growth Story With A Bright Future And A Long Runaway
Thursday, August 17, 2023 - 11:14am | 1223Read More...Overview Global-E Online Ltd (NASDAQ: GLBE) provides end-to-end services for cross-border e-commerce by offering a comprehensive platform for both merchants and consumers. For consumers, the platform identifies foreign customers based on their IP address and provides them with a complete...
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Alibaba International Posts Strong Revenue Growth, Narrowing Losses
Tuesday, August 15, 2023 - 10:04am | 1340Read More...Key Takeaways: Alibaba International’s revenue grew 41% in the June quarter, following consolidation of its various global assets under a single leadership team Alibaba partner Jiang Fan is leading the team with major e-commerce operations in Europe, Southeast Asia, the Middle East and South...
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The Bull Case For Williams-Sonoma Inc.
Tuesday, August 15, 2023 - 9:04am | 1972Read More...With Quiver Quantitative’s recent institutional holdings data, we can see that hedge funds and asset managers have been increasing their holdings in Williams-Sonoma Inc. (NYSE: WSM). Firms such as Fidelity Investments, Arrowstreet Capital, and Point72 Asset Management...
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East Buy Turns Douyin Setback Into Publicity Coup
Friday, August 11, 2023 - 10:42am | 1163Read More...Key Takeaways: East Buy swiftly launched a 15% discount on its own app after the Douyin livestreaming account was blocked More than 330,000 users downloaded its app in a single day, triggering a share price rally By Molly Wen E-commerce newcomer East Buy Holding Ltd. (1797.HK) is making...
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Alibaba's Restructuring Is Reenergizing Its Businesses
Friday, August 11, 2023 - 10:36am | 853Read More...On Thursday, Chinese e-commerce giant Alibaba Group Holding Limited (NYSE: BABA) reported solid quarterly results that outperformed both top and bottom line expectations, with revenue having its strongest expansion since 2021's September quarter. Alibaba reported a...
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Chinese Equities Fight Back After Deflation Alarm: Investors Await Alibaba's Earnings
Wednesday, August 9, 2023 - 11:46am | 698Read More...Chinese stocks trading in the U.S. market exhibited timid signs of a rebound, spurred by the release of overnight economic data that highlighted the presence of deflation in China. Investors are mulling over the potential implications of the economy’s price drops, speculating that it might...
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Missfresh Looks For Fresh Start With Dubious Digital Marketing Bet
Wednesday, August 9, 2023 - 10:52am | 1257Read More...Key Takeaways: Missfresh is set to raise $27 million from two new investors and buy a Hong Kong-based digital marketing firm for $12 million The former online grocery giant’s financial troubles are probably too deep for such a small-time acquisition to fix By Warren Yang Missfresh Ltd....
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Etsy Got Punished For Being Cautious But It Needs To Work Harder To Preserve Its Human Touch Superpower
Wednesday, August 9, 2023 - 10:42am | 664Read More...Last week, Etsy Inc (NASDAQ: ETSY) shares plunged more than 13% after the small but worthy Amazon.com Inc (NASDAQ: AMZN) e-commerce rival issued a weak guidance that overshadowed its better-than-expected second quarter results. Etsy’s Second Quarter Results Revenue rose by 7.5% YoY as...
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MercadoLibre: Analysis Of The LATAM E-Commerce Giant
Tuesday, August 8, 2023 - 10:08am | 2198Read More...With Quiver Quantitative’s recent institutional holdings data, we can see that hedge funds and asset managers have been increasing their holdings in MercadoLibre (NASDAQ: MELI). Firms such as Scottish investment manager Baillie Gifford, Fidelity Investments, and Blackrock ...
















