Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
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Chinese ‘Super Apps’ Driving Automation of Consumption…
‘We don't want to be just a retailer but to help all others run their business better…’ Chen Zhang, JD's chief technology officer, talking about...
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China's Debt Focus and Implication on Online Consumer Loan Industry
Rounds of Tightening Squeezing Online Cash Loan PlatformsOn November 22 after the market close, the International Financial News by People's Daily,...
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21 Things Worth Knowing (#9)
In Today's Issue1. San Miguel Corporation (SMC PM) announced a restructuring of the group including a share swap with San Miguel Pure Foods Co Inc...
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Negative EVs: JOYY & Sohu's Steep Discount To Net Cash
I'd tilt slightly towards Sohu. It did successfully sell Sogou; whereas Joyy failed to sell YY live. That may provide some insight as to how the...
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