Alibaba Group Holding: Three Metrics Sell Side Analysts (Choose To) Ignore
We find three worrying metrics on Alibaba Group Holding (BABA US) that point to much slower growth narrative. The three metrics are all related to...
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Quants Blow Up, as Turkey Leads EM FX Reboundā¦
'Analysis of factor exposures, risk contribution by position, hit ratios and correlations has never been easier and more widely practiced across...
566 Views
Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This weekās broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
842 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Traffic Growth Collapses, Domestic Activity Still OK
Tracking Traffic/Chinese TourismĀ isĀ the hub for all of our research on China's tourism sectorĀ andĀ features analysisĀ of monthly Chinese tourism...
474 Views
Alibaba (BABA): Freezes Hiring and Minor Businesses to Save Margin, Upgrade to HOLD
We are optimistic about BABAās cost cutting efforts. Chinaās e-commerce recruitment decreased by 57% yoy in fiscal 3Q18 (BABAās fiscal 2Q19). At...
467 Views