US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
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When Small-Cap Companies Refuse to Meet Investors: Watch Out
Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...
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SoftBank’s 3Q Slightly Below Expectations on Domestic Telecoms & ARM
Softbank Group Corp (9984 JP)'s third-quarter fiscal 2017 (quarter-ending December 2017) result was slightly below expectations with the domestic...
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BABA's 3Q Results Still Delivering Growth, With "New Retail" Starting to Contribute Meaningfully
Vincent Fernando, CFA has already written on the recent Alibaba (BABA US) 3Q earnings release. Our own Kirk Boodry sees the results as generally...
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BABA 3Q18 Earnings: Revenue Beats but Earnings Disappoint; Alibaba Takes 33% Stake in Ant Financial
What You Need to Know Revenue beat but earnings disappoint. Revenue grew 56% YoY to RMB 83.0bn, while adjusted diluted EPS increased 18% YoY to...
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