ENTITY
Alibaba

Alibaba (9988 HK)

2.3k
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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17 Nov 2022 10:27

Growatt Technology Pre-IPO - Thoughts on Valuation

Growatt Technology (1833969D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we will look at assumptions and...

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Ethan Aw
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bearishMeituan
16 Nov 2022 18:37

Tencent Meituan Dividend - The US$20bn Overhang - Impact, Placement, Index, Other Investees

On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. In this note, we look...

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15 Nov 2022 14:03Syndicated

Tweedy, Browne Fund Q3 2022 Commentary

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting...

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bearishSapphire Foods
15 Nov 2022 10:12

Sapphire Foods IPO - Smallish Stock with Big (US$550m) Multiple PE Lockup Expiry

In Nov 2021, Sapphire Foods Limited, one of Yum Brand’s franchisees in the Indian subcontinent, raised around US$280m in its Indian IPO.  In this...

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15 Nov 2022 09:34Syndicated

CX Daily: Will Europe Pour More Money Into China?

Cover Story: Will Europe pour more money into China? Xi calls for China-U.S. relations to return to ‘right course’. Exclusive: Agricultural Bank of...

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