Latest ideas and analyses related to e-commerce

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SE

+1 pts





By i_sarut on Sept. 15, 2021, 6:53 a.m.
Tagged topics: e-commerce , Asia , initiation report

Views: 2, Votes: 1, Responses: 0, Attachments: 0
SE

+1 pts





By shukrimahadi on Sept. 14, 2021, 11:22 p.m.
Tagged topics: e-commerce , Asia , initiation report

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SE

+40 pts



$NYSE:SE Maybank Initiates On Southeast Asian E-Commerce Champion

By BrianTham on Sept. 14, 2021, 10:09 p.m.
Tagged topics: e-commerce , Asia , initiation report

Views: 32, Votes: 4, Responses: 2, Attachments: 2
AMZN

+32 pts



$AMZN - analysts expect Thursday's Q2 to beat on revenue, but less optimistic about margins

By labjordan on July 28, 2020, 8:18 p.m.
Tagged topics: analyst checks , e-commerce , earnings results

Views: 94, Votes: 4, Responses: 0, Attachments: 5
BABA , AMZN , ASC , FTCH , MELI , WMT

+37 pts



Goldman identifies "new winners" of eCommerce, beyond $AMZN

By phenphen on July 21, 2020, 12:42 p.m.
Tagged topics: e-commerce , COVID-19 , retailers

Views: 95, Votes: 3, Responses: 0, Attachments: 6
AMZN , WMT

+33 pts



$AMZN vs. $WMT - latest findings from Raymond James

By labjordan on July 21, 2020, 12:14 p.m.
Tagged topics: analyst checks , e-commerce , grocery delivery

Views: 69, Votes: 1, Responses: 0, Attachments: 2
AMZN , EBAY , W , GRUB , CHWY , CHGG

+42 pts



Data indicates strong eCommerce momentum continued in recent weeks

By cassie on June 2, 2020, 12:58 p.m.
Tagged topics: analyst checks , e-commerce , COVID-19

Views: 211, Votes: 6, Responses: 1, Attachments: 0
FDX , AMZN , UPS

+41 pts



2 reasons why I'm increasingly bearish on Fedex Parcels and UPS

By cassie on Sept. 18, 2019, 2:45 p.m.
Tagged topics: e-commerce , dead money for now , volume growth , last mile competition , AMZN breakup

Views: 266, Votes: 3, Responses: 0, Attachments: 0
FDX

+51 pts



Issues behind Fedex's weak start to F'20 likely to persist

By ethonomics on Sept. 18, 2019, 11:55 a.m.
Tagged topics: US/China trade friction , global economic slowdown , leading market share , e-commerce , ground expenses , FQ1 miss , lowered guidance

Views: 434, Votes: 5, Responses: 3, Attachments: 0