ENTITY
Alibaba

Alibaba (BABA US)

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Analysis
Consumer Discretionary • China
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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bearish•Tencent Music
•12 Oct 2018 05:52•Syndicated

Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME

 In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...

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bearish•Tencent
•24 Sep 2018 09:54•Syndicated

Tencent Holdings: China's "One Foot, One Punch, One Inch" Initiative Undermines Tencent.

Tencent Holdings (700 HK) along with Alibaba Group Holding (BABA US) has been a leading light in the emergence of China as a formidable Internet...

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bearish•Meituan
•21 Sep 2018 08:44•Syndicated

Meituan Dianping– As Good As It Gets?

Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...

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bearish•Meituan
•24 Aug 2018 04:17•Syndicated

Meituan Dianping – Alibaba Investing Billions to Reach 50% Market Share

Jd.Com Inc (Adr) (JD US) with Walmart, Alibaba Group Holding (BABA US) with Softbank Group (9984 JP), Meituan Dianping (MEITUAN CH) with Tencent...

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bearish•Meituan
•13 Aug 2018 13:05•Syndicated

Meituan Dianping – Market Domination & Share Gains to What End?

Meituan Dianping has built an enviable position in China but is now under attack from all directions. Well funded opponents including Alibaba,...

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