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位置:博客 > Doug Young > 文章归档 > 2018年09月
2018年09月21日 13:40

Dangdang Orphaned by Cash-Challenged HNA

Bottom line: The collapse of Dangdang's $1.2 billion sale of itself to HNA shows the deal was most likely fueled by backdoor connections with no grounding in financial reality, and the company will probably be sold ultimately at a much lower price.

It's Friday and I'm quite looking forward to the weekend, so I thought I'd indulge myself with a more gossipy post on the latest troubles of e-comme...

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2018年09月19日 12:01

What’s Up With Spikes, Declines for Nio, Qutoutiao?

Bottom line: Big volatility for first-week trading debuts of Nio and Qutoutiao point to problems with pricing and investor indecision in the current market, and could point to more rocky debuts for at least the next few weeks. 

When I previously wrote about low expectation for an IPO last week by new energy startup Nio (NYSE: NIO), I wasn't all that surprised when the company notched a more upb...

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2018年09月14日 13:32

IPOs: Meituan-Dianping Listing Shows Signs of Life

Bottom line:  Nio stock is likely to give back most of its huge second day gains over the next couple of weeks, while Meituan-Dianping could debut strongly but will likely stagnate for its first two years as a public company.

It seems that perhaps I was a bit premature earlier this week when I wrote the latest listing by electric vehicle (EV) maker Nio showed investors had lost appetite for mon...

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2018年09月12日 14:02

IPOs: EV Maker Nio Sputters Out of the Gate With Weak Pricing

Bottom line: Nio's shares are likely to debut flat to down slightly in a lackluster New York trading debut, capping an IPO process pockmarked by investor skepticism.

Wall Street investors will get a taste of a new flavor of Chinese company very soon, when homegrown electric vehicle maker Nio makes its trading debut on Wednesday. But based on all the signals so far, this offering for a company t...

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2018年09月07日 10:41

IPOs: Meituan-Dianping Heads List of Money-Losing New Listings

Bottom line: Meituan-Dianping's IPO is likely to meet with lukewarm reception due to its big losses in several key areas, but could become more attractive over the medium term as it emerges as industry leader in one or two key areas.   As the rest of China continues to fixate on the sex scandal surrounding e-commerce giant JD.com's (Nasdaq: JD) CEO, I thought I would end the week on a less con...
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2018年09月03日 12:11

E-COMMERCE: CEO Sex Allegations to Rock JD.com Stock?

Bottom line: The detention of JD.com's CEO on sexual misconduct allegations makes for good headline fodder, but is unlikely to have any extra impact on the company's stock that is already under pressure.

The Chinese media have been buzzing all weekend over reports that e-commerce giant JD.com's founder and CEO Richard Liu was detained by police in the U.S. over sex-based allegations. The story ...

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