ENTITY
Alibaba

Alibaba (9988 HK)

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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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•30 Aug 2023 15:40

China TMT Update-Douyin/Baba/JD/3690.HK/9699.HK-Meituan's Cooperation with SF Intra-City

" EastBuy 东方甄选 " is conducting live broadcasts on Taobao.JD.com officially launches the upgraded " Spring Dawn Plan "K/9699.HK/JD: Meituan...

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bearish•VNG
•30 Aug 2023 09:48

VNG Pre-IPO - The Negatives - Vietnam’s Mini-Tencent

VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about the not-so...

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bearish•ZTO Express Cayman
•30 Aug 2023 09:47

ZTO Express Q2 Results: Strong on Volume | Weak on Price | Margins Up in Q2, But H2 Much Tougher

ZTO gained volume share in Q2, which allowed it to beat down unit costs and expand margins. Given recent price erosion, we think ZTO is unlikely to...

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bearish•Doosan Robotics
•30 Aug 2023 09:00

Doosan Robotics IPO - Peer Comparison - Has Niche Offerings but Doesn’t Lack Competition

Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. In our previous notes, we talked about the company’s past...

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Ethan Aw
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bullish•East Buy Holding
•29 Aug 2023 20:03

Final Hang Seng Index Flows for 1 Sep Rebal (AAC, EastBuy, BABA, Sinopharm, Trip.com)

The Hang Seng indices will be rebalanced at the close of 1 Sep based on FAF and name changes announced 18 August, and capping flows based on 29...

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