Alibaba Group Holdings - Penance
ALIBABA: BABA is apparently launching a plan to spend CNY 100 bn (nearly 2/3 of 2020 earnings) by 2025 to the "common prosperity" – implying a...
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Tencent Holdings – Awaiting The Big Hit
TENCENT HOLDINGS: Tencent] reported 1Q21 YOY total revenue growth of 25%, while non-GAAP operating profit increased just 20%. An FHC suggests...
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Xi & The Communist Party Is Not Done With Alibaba Yet
Just when you start to think that the friction between Alibaba and the Chinese government may have started settling down, the Chinese government...
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Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce
In this insight, I take a deep dive into Alibaba’s Sum-of-The-Parts to assess the implied value for their equity holding in Ant Group, and what can...
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IMAX China (1970): Short Term Rally but Capped Upside, Vs Ali Picture
Imax China Holding (1970 HK) is having difficulty due to the capacity constraint in the cinema despite a reopening relief that s
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