Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
385 Views
What's Wrong with ZTO? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
304 Views
TRACKING TRAFFIC/Chinese Express & Logistics: March Growth Slows | ASPs Dip | But Intra-City Firmer
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
255 Views
Tencent: Feedback from Meeting with Senior Management
We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK) to hear details about WeChat, its...
445 Views
Alibaba (BABA) – An Accounting Purpose in Venture Capital Investment
Operating margin of main businesses declined, but Alibaba made it up with shrinking losses in minor businesses. We believe that Alibaba...
577 Views