Investor letter: Shein announces a “supply chain as a service” initiative, offering its supply chain infrastructure and tech to outside brands and designers
China-founded fashion giant shifts business strategy as it faces U.S. challenges — China-founded Shein has built … X: @jchengwsj and @wsj X: Jonathan Cheng / @jchengwsj : China-founded Shein has bui...
Sources: Chinese online fast fashion retailer Shein has been valued at $65B to $85B in private markets in recent months, down from $100B+ in April 2022
Financial Times : Tweets: @_inpractise , @eleanorolcott , and @jchengwsj Tweets: @_inpractise : Shein is pure regulatory arbitrage on two fronts: Avoiding both Beijing reg and European manufacturing ...
FactSet: revenue growth at China's tech giants is slowing; the average target for Meituan's shares fell 20%+ in March, while Tencent and JD's targets fell 10%+
Clarence Leong / Wall Street Journal : Tweets: @shehzadhqazi and @jchengwsj Tweets: Shehzad Qazi / @shehzadhqazi : “After a sustained regulatory onslaught sector is confronting forceful antipandemic ...
FactSet: revenue growth at China's tech giants is slowing; the average target for Meituan's shares fell 20%+ in March, while Tencent and JD's targets fell 10%+
Clarence Leong / Wall Street Journal : Tweets: @jchengwsj Tweets: Jonathan Cheng / @jchengwsj : Revenue growth is slowing at some of China's biggest technology companies, reducing one of the industry...
Profile of Tencent, China's most valuable company at ~$900B, with a powerful ecosystem including WeChat, and local and overseas startup investments worth ~$259B
The tech giant has investments worth an estimated $259 billion in Chinese and overseas startups Tweets: @ruima , @bluff_capital , @jodixu , @jchengwsj , @jingyanghk , and @jchengwsj Tweets: @ruima : N...
Profile of Tencent, China's most valuable company at ~$900B, with a powerful ecosystem including WeChat, and local and overseas startup investments worth ~$259B
The tech giant has investments worth an estimated $259 billion in Chinese and overseas startups Tweets: @bluff_capital , @jodixu , @jchengwsj , @jingyanghk , and @jchengwsj Tweets: @bluff_capital : $T...
Chinese semiconductor companies have raised an estimated $38B so far in 2020, up 100%+ from 2019, through public offerings, private placements, and asset sales
Liza Lin / Wall Street Journal : Tweets: @mattschrader_dc and @jchengwsj Tweets: Matt Schrader / @mattschrader_dc : As Jonathan points out in his thread, not dissimilar to pushes we've seen in other ...
Alibaba's stock jumped 42% this year, giving it a market value above $800B, as the pandemic accelerates China's rapid embrace of online commerce
Chong Koh Ping / Wall Street Journal : Tweets: @jchengwsj and @arjunkharpal Tweets: Jonathan Cheng / @jchengwsj : Alibaba shares are at a record high, pushing the company's valuation above $800 billi...
Despite tensions between the US and China, more than 20 Chinese companies went public in 2020 on Nasdaq or NYSE, raising $4B according to Dealogic data
More than 20 Chinese companies have gone public on the Nasdaq or NYSE this year — The U.S. remains a magnet for initial public offerings … Tweets: @auditchina , @wsjmarkets , @davidamichaels , and @...
Samsung making aggressive play for emerging markets by lowering prices, adding high-end features to its low and mid tier phones
Jonathan Cheng / Wall Street Journal :