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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bullish•Kanzhun
•27 May 2021 14:50

Kanzhun Pre-IPO - Bumble Meets Linkedin

Kanzhun, an online recruitment platform in China, aims to raise around US$800m in its US IPO. The company is backed by Tencent. Kanzhun runs BOSS...

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bearish•JD Logistics
•27 May 2021 12:46

JD Logistics (2618 HK): Priced Towards The Low End

There are a lot of positive assumptions baked into J.D. Logistics price.  I tilt more positive towards to JD.com. Despite the regulatory overhang,...

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bearish•Kuaishou Technology
•24 May 2021 23:05

Kuaishou: Online Ad Drives Top Line Growth; Margins to Remain Under Pressure with Overseas Expansion

Kuaishou’s 1Q2021 results reveal that the company’s live streaming business growth is declining after seeing a boost during the pandemic last year.

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bullish•Alibaba
•24 May 2021 00:39

Chinese Tech Pair Trade: Value Tech Stocks Seems Attractive, Especially with a Short Hedge

Alibaba is currently trading at new all-time low EV/Sales and EV/EBIT multiples offering limited downside risks. However, the  sector could drift...

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•22 May 2021 16:06

Global Emerging Markets Weekly: 21 May 2021

This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...

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