Sharemaestro Newsreel

How MercadoLibre's Fulfillment Network Is Widening Competitive Moat

MercadoLibre is strengthening its competitive position in Latin America by expanding its managed fulfillment network, which now includes over 50 facilities and handled 55% of total shipments in Q1 2026. This extensive network is driving operational efficiency, improving customer satisfaction through faster delivery, and …

Investor’s Skepticism Weighed on MercadoLibre (MELI)

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven …

Truist raises Etsy stock price target to $90 on stronger card data

Truist Securities has increased its price target for Etsy Inc. (NASDAQ:ETSY) to $90 from $85, maintaining a Buy rating. This adjustment is based on stronger card data indicating a faster recovery in active buyers and gross merchandise sales for Core Etsy Marketplace. The firm …

Natural Health Trends Sets July 29 Call on Second-Quarter Results

Natural Health Trends Corp. (NASDAQ: NHTC) announced it will report its financial results for the second quarter ended June 30, 2026, on Wednesday, July 29, 2026, at 9:00 a.m. Eastern Time. Management will host a conference call the same day at 11:30 a.m. Eastern, …

Liquidity Services: The Takeover Target Hiding In The Circular Economy?

Liquidity Services (LQDT) is presented as a strong takeover target due to its financially sound, cash-generating business model within the circular economy, focusing on surplus goods marketplaces. The company has a pristine balance sheet and clear strategic fit for larger marketplace operators like RB …

Alibaba Group Holding Limited $BABA is XY Capital Ltd's 3rd Largest Position

XY Capital Ltd significantly reduced its stake in Alibaba Group Holding Limited ($BABA) by 54.8% in Q1 2026, yet BABA remains its third-largest position, representing 5.3% of its portfolio. Despite this reduction and challenges like insider selling and EU regulatory fines, institutional investors and …

Alibaba Group Holding (BABA) Is Up 5.0% After Apple Selects Qwen For China Apple Intelligence Integration

Alibaba Group's stock jumped 5.0% after Apple announced it would integrate Alibaba's Qwen 3.8 Max large language model into Apple Intelligence features for devices in China. This move highlights Alibaba's strategy of linking its cloud technology with global consumer platforms and reinforces AI as …

PDD Holdings Inc. Sponsored ADR $PDD Stake Lifted by Temasek Holdings Private Ltd

Temasek Holdings Private Ltd increased its stake in PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD) by 5.2% in the first quarter, now owning 4.93 million shares valued at approximately $503.3 million. Despite this increased institutional interest, PDD's shares recently fell 1.4% to $84.83, significantly below …

Himension Capital Singapore PTE. LTD. Purchases 18,127 Shares of PDD Holdings Inc. Sponsored ADR $PDD

Himension Capital Singapore PTE. LTD. increased its stake in PDD Holdings Inc. Sponsored ADR ($PDD) by 14.2% in the first quarter, purchasing an additional 18,127 shares to bring its total holdings to 145,939 shares valued at $14.9 million. This increase occurred despite PDD stock …

WCM Investment Management LLC Sells 487,291 Shares of MercadoLibre, Inc. $MELI

WCM Investment Management LLC significantly reduced its stake in MercadoLibre, Inc. by selling 487,291 shares, leaving them with only 270 shares. This move occurred despite MercadoLibre's mixed quarterly results, which saw revenue beat expectations but EPS fall short. Wall Street maintains a "Moderate Buy" …

Sea Ltd (NYSE: SE) CCO Wang Yanjun sells 2,400 shares via trading plan

Sea Ltd's Chief Corporate Officer and General Counsel, Wang Yanjun, sold 2,400 Class A ordinary shares in Sea Ltd (NYSE: SE) through a BVI entity he controls. The sales occurred on July 20-21, 2026, across six transactions at weighted average prices ranging from $105.75 …

Alibaba Group (NYSE: BABA) sets Aug. 5, 2026 record date for AGM voting

Alibaba Group Holding Limited has announced August 5, 2026, Hong Kong time, as the record date for ordinary shareholders to attend and vote at its forthcoming virtual annual general meeting. American Depositary Shares (ADS) holders as of the same date, New York time, will …

KBC Group NV Has $13.58 Million Stake in JD.com, Inc. $JD

KBC Group NV significantly increased its stake in JD.com, Inc. (NASDAQ:JD) by 78.8% in the first quarter, now holding 459,316 shares valued at approximately $13.58 million. Despite a slight dip in stock price, JD.com maintains a market capitalization of $37.98 billion, with analysts giving …

PDD Holdings Inc. Sponsored ADR $PDD Shares Sold by Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft significantly reduced its stake in PDD Holdings Inc. Sponsored ADR ($PDD) by 97.7% in the first quarter, selling over 198,000 shares. This move leaves them with 4,670 shares, valued at $458,000. Despite some other institutional investors slightly increasing their holdings, Wall …

Dimensional Fund Advisors LP Buys 252,537 Shares of PDD Holdings Inc. Sponsored ADR $PDD

Dimensional Fund Advisors LP increased its stake in PDD Holdings Inc. by 7.2% in Q1 2026, purchasing 252,537 shares and bringing its total to 3,737,229 shares valued at $381.5 million. Institutional investors now own 39.83% of the stock. Despite mixed Wall Street sentiment with …

Convergence Investment Partners LLC Invests $1.02 Million in Etsy Inc $ETSY

Convergence Investment Partners LLC initiated a new position in Etsy Inc (NYSE:ETSY) during the first quarter, acquiring 20,475 shares valued at approximately $1.02 million. This investment comes amid significant institutional interest, with 99.53% of Etsy's shares now owned by institutional investors and hedge funds. …

SEA (NYSE:SE) Shares Pass Above 50 Day Moving Average - Time to Sell?

Sea Limited (NYSE:SE) shares recently traded above their 50-day moving average, reaching $106.4380 with a volume of 2,388,540 shares. Analysts have given the stock a "Moderate Buy" consensus rating with an average target price of $155.54, despite the company missing quarterly EPS estimates but …

ABN Amro Investment Solutions Buys 2,813 Shares of MercadoLibre, Inc. $MELI

ABN Amro Investment Solutions increased its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 27.5% in the first quarter, acquiring an additional 2,813 shares and bringing its total holdings to 13,038 shares valued at $22.54 million. Other institutional investors also adjusted their holdings in MELI. The …

Coupang has asked to dismiss the damages class action filed in the U.S. over the large-scale leakage..

Coupang INC has requested the dismissal of a class action lawsuit in the U.S. concerning a personal information leak, arguing that the incident pertains to its Korean subsidiary and is outside U.S. court jurisdiction. The plaintiffs contend that Coupang INC, as the U.S.-listed parent …

Newegg Commerce (NASDAQ:NEGG) Trading Up 6.6% - Here's Why

Newegg Commerce (NASDAQ:NEGG) stock has hit a new 52-week low of $12.81, closing at $12.99, amidst weak investor sentiment. The company's shares are trading significantly below their 50-day and 200-day moving averages, and analysts maintain a "Sell" rating on the stock despite beating EPS …

Vipshop Q2 2026 Preview: Bottomed Valuation Offsets Growth Stagnation (Rating Upgrade)

Amazon heads into earnings with Wall Street betting big on AWS

Is JD.com’s (JD) Paperless VAT Refund Push Reframing Its Cross-Border Value Story?

JD.com has recently launched paperless, instant VAT refunds and international bank card binding for its online tax-free shopping service in China, while value investor Michael Burry has increased his stake in the company. This initiative aims to attract international shoppers and reframe JD.com's valuation …

DoorDash Integration Deepens Shopify’s Omnichannel Reach and Might Change The Case For Investing In Shopify (SHOP)

Shopify's new native integration with DoorDash allows US brick-and-mortar merchants to sync catalogs and inventory directly to the DoorDash marketplace, enhancing Shopify’s position as a core infrastructure for omnichannel, on-demand retail. This integration, combined with AI advancements like Sidekick App Extensions, strengthens Shopify's narrative …

UBS initiates ATRenew stock at Buy on China recycling growth

UBS has initiated coverage on ATRenew Inc (NYSE: RERE) with a Buy rating and a $5.50 price target, identifying it as a leading secondhand consumer electronics platform in China poised for quality growth. The firm projects significant revenue and non-GAAP net profit growth for …

Alibaba Stock Jumps After Company Previews Powerful New AI Model

PDD Holdings Inc. Sponsored ADR (PDD) Stock Falls Amid Market Uptick: What Investors Need to Know

PDD Holdings Inc. Sponsored ADR (PDD) shares fell 1.42% despite a broader market increase, closing at $84.83. The company is projected to report an EPS of $2.85 for the upcoming quarter on revenue of $17.13 billion, and analysts' estimates show confidence in its business …

Coupang Inc. Argues U.S. Court Lacks Jurisdiction in Data Breach Case

Coupang Inc. is arguing that a U.S. court lacks jurisdiction over a data breach case. The company is likely seeking to have the case dismissed or moved to a different legal forum.

Prediction: MercadoLibre Stock Could Soar in the Next 5 Years if This Happens

Key Points Lower retail margins and higher non-performing loan expenses appear to be weighing on MercadoLibre stock. Profits have fallen despite a rapid rise in revenue. The company has taken steps to reduce the effects of its rising expenses.10 stocks we like better than …

GameStop Just Raised Its Stake in eBay to 10% After the Board Rejected Its Takeover Bid. Ryan Cohen Is Preparing for a Bigger Fight.

GameStop has increased its stake in eBay to nearly 10% after eBay's board rejected its $55-56 billion takeover offer, indicating a continued push by Ryan Cohen for control. Despite Wall Street skepticism and financial concerns raised by eBay, Cohen has invested personal capital and …

Etsy Director Melissa Reiff Sells 3,855 Shares for $328,000

Etsy Director Melissa Reiff sold 3,855 shares of ETSY stock for $328,000 on July 15, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. This transaction involved exercising fully vested options and liquidating the resulting shares. Despite the sale, Reiff retains a significant …

Coupang to Announce Second Quarter 2026 Results on August 4, 2026

SEATTLE, July 21, 2026--(BUSINESS WIRE)--Coupang, Inc. (NYSE: CPNG) will release its second quarter 2026 financial results on Tuesday, August 4, 2026. The release will be available after U.S. market close and an accompanying live webcast will begin at 2:30PM PT/ 5:30 PM ET the …

Is Now The Time To Look At Buying Global-E Online Ltd. (NASDAQ:GLBE)?

This article evaluates whether Global-E Online Ltd. (NASDAQ:GLBE) is a good investment opportunity. It likely delves into the company's financial performance, market position, and future prospects to help potential investors make an informed decision about buying its stock. The analysis will probably cover aspects …

Debt to equity ratio of eBay Inc. – BCS:EBAY1

This article focuses on the debt to equity ratio of eBay Inc., identified by its stock symbol BCS:EBAY1 on the Santiago Stock Exchange. It appears to be a financial data page from TradingView, providing an overview of the company's financial metrics. The primary content …

Alibaba's Fintech Exposure Gets New Boost

This article first appeared on GuruFocus. Alibaba (NYSE:BABA)-backed Ant International has raised $1.2 billion in its first publicly announced funding round, providing fresh capital to accelerate the fintech company's global expansion. Ant Group and Alibaba both participated in the private equity raise, although neither …

Lobbying Update: $580,000 of EBAY INC. lobbying was just disclosed

EBAY INC. (EBAY) recently disclosed $580,000 in lobbying expenditures for Q2 2026, targeting issues such as counterfeit products, third-party liability, federal privacy legislation, and "de minimis" customs thresholds. The company's insiders have primarily engaged in sales, while institutional investors show mixed activity in their …