Alibaba Growth Surprises Continue, Supporting Recent Share Price Strength
Continuing a pattern from recent quarters, Alibaba (BABA US) results again came in ahead of expectations. This was driven by exceptional growth in...
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Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
511 Views
Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...
282 Views
Stitch Fix IPO Preview: Not Just Another Retail Subscription Service -- This One's Profitable!
Close on the heels of IPOs by subscription meal-kit companies Blue Apron Holdings, Inc. (APRN US) and HelloFresh AG (HFG GR) comes the planned IPO...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
288 Views