TRACKING TRAFFIC/Chinese Express & Logistics:Â 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)Â 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
Fat Cash Inflows Yet Traded at 2/3 of Historical P/E Average
Operating cash inflows grew 48% in 2017. Real cash balance increased above 20+% every year in past 3 years. Revenue growth accelerated to 20% in...
267 Views
Elang Mahkota Teknologi: The Most Diversified Online Group Plus Local Unicorn Play
Conference call with Elang Mahkota Teknologi Tbk (EMTK IJ) reveals its ambition to be the most diversified online player in the country. We...
291 Views