Li & Fung (494 HK): Survival in Doubt
Li & Fung has been decimated by the internet. Since 2015, revenue has fallen 38%, their core EBIT margin has halved and the stock is down 90%....
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NetEase (NTES): Cost Pressure Behind Scandal of Employee Dismissal, Downgrade to Hold
NetEase fired a diseased employee without paying the severance compensation according to the Labor Law. We believe the unwise decision was due to...
587 Views
Alibaba IPO/​​​​Secondary Listing Trading - Time to Converge, That's It
Alibaba Group Holding (BABA US) raised around US$13bn (including over-allocation) via a secondary listing in Hong Kong. I've covered various...
578 Views
BABA Trim Levels and Buy Support to Ride the Next Bull Leg
Alibaba Group Holding (BABA US) warns of a rally stall into strength (short term target near 195) on the back of deteriorating buy volume and...
435 Views
Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate
Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its...
460 Views