ENTITY
Alibaba

Alibaba (BABA US)

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Analysis
Consumer DiscretionaryChina
Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.
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20 Feb 2025 20:30Syndicated

Trump’s Tariffs Prompt Chinese E-Commerce Giants to Expand Beyond U.S.

Facing rising trade barriers and regulatory scrutiny in the United States and Europe, Chinese cross-border e-commerce platforms are scrambling to...

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bullishMIXUE Group
20 Feb 2025 09:55

MIXUE Pre-IPO - Updated Thoughts on Valuation

Mixue Group (MIX HK) is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we talk about valuations.

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20 Feb 2025 09:00

Beijing Geekplus Pre-IPO: Losses Narrowing but Revenue Concentration Is High

Beijing Geekplus Technology (BGT) is looking to raise up to US$200m in its upcoming Hong Kong IPO. It is a leader in the global autonomous mobile...

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bullishGoodman Group
19 Feb 2025 14:35

Goodman Group Placement - Large Deal, Doesn’t Seem Well Flagged, Not Particularly Exciting

Goodman Group (GMG AU) is looking to raise around US$2.5bn to partly fund its data centre expansion plans. In this note, we talk about the deal...

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bullishMixue Group
19 Feb 2025 10:44

MIXUE Pre-IPO - Updated Peer Comparison - Bigger, Faster, Stronger

MIXUE Group Mixue Group is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we update our earlier peer comparison.

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