Alibaba – Virtually There
*Highlights of Investor Day: Alibaba Group (BABA.US/9988.HK) [Alibaba] held a virtual 2020 Investor Day, where its emphasis was on high quality...
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Ant Group: The Big Data Opportunity
CreditTech, Ant Group’s credit arm, is one of its key growth areas, accounting for 39% of revenues in 1H20 Zhima Credit (Sesame Credit) acts as...
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Ant Group IPO: A Good Bargain Against Global Fintech Peers with Healthy Short-Term Upside Potential
Ant’s revenue growth and OP margin look attractive to us in the short-term compared to its global fintech peers. However, we believe Ant’s revenue...
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China Internet Weekly (5Oct2020): Internet Revenue Overcame Pandemic, Internet User Base Accelerated
Internet companies’ revenue increased strongly from May to August. The growth rate of internet user base accelerated in 2Q20. Weibo (WB)’s...
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Ant Group Pre-IPO ESG Assessment: Seeing the Forest for the Trees
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