PetroChina Deep Dive

Stretching back to the 1950s, China has benefited from prolific natural resource deposits. Their ample oil reserves survived multiple administrations and governance systems to eventually land in PetroChina, China's largest domestic producer of crude oil and natural gas . Blessed by nature with easy to extract hydrocarbons, their lifting costs are around just ~$12 per …

Meituan Deep Dive

In the early days of the Internet, when there was a flurry of successful U.S. tech firms absent from China, would you have been above being the one to bring them there?  Wang Xing wasn’t – creating businesses “inspired” by not just Friendster, but Groupon, Facebook and Twitter too, coming to epitomize the term "Chinese …

Coupang

*Please see our disclaimers at the bottom of the page and our full disclaimer here. By using our website, you acknowledge you have read our disclaimers and agree to our terms of use. Hey there! Welcome to DJY Research. Every month, we produce an extensive research report on a global company. So far, we’ve covered companies …

Coupang: Part 2

Hi everyone - this is Part 2 of our Coupang writeup. In this part, we cover Coupang’s flywheel as well as their many businesses and new initiatives. If you haven’t already, you can read Part 1 here. *Please see our disclaimers at the bottom of the page and our full disclaimer here. By using our website, …

JD Deep Dive

What could you do with 4 square meters of retail space? Try creating over $100 billion dollars of market value with one of the world's largest retailers. The path would not be easy though, and would require risking it all - multiple times. With just a 4sqm stall in an offbeat Chinese market, after 5 …

Coupang: Part 1

*Please see our disclaimers at the bottom of the page and our full disclaimer here. By using our website, you acknowledge you have read our disclaimers and agree to our terms of use. Hey there! Welcome to DJY Research. Every month, we produce an extensive research report on a global company. So far, we’ve covered companies …

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