- I’ve created simple models that estimate future earnings and stock price potential for two of China’s biggest retailers, JD.com and Alibaba.
- In addition to their potential, we’ll also discuss their risks.
- I recommend checking out yesterday’s article about the Chinese e-commerce market before jumping into today’s.
Yesterday we discussed the Chinese retail environment and discussed what to look for when searching for a good investment.
Today, I’ll dig deeper into specific investments in order to apply my theory. I’ll dig into the biggest Chinese e-commerce players, look at what the real value they offer is at current prices, and look at the risks and rewards at this point in time. More →