Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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Intime Retail: Scheme Document
Early this morning, Intime Retail Group Co Ltd (1833 HK)Ā despatched the Scheme Document pursuant to the takeover offer from Alibaba.Ā TimetableIFA's...
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Intime Retail: Progress Update on Alibaba's Offer
It has been close to two months since Alibaba Group Holding Ltd (BABA US) made their offer for Intime Retail Group Co Ltd (1833 HK). In this...
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Golden Eagle (3308 HK): Deteriorating Fundamentals with Years of Derating Ahead - SELL
Golden Eagle Retail Group (3308 HK) (āGEā) is a regional Chinese department store operator with heavy exposure to Jiangsu Province. GE, like many...
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A Guide to the Headcount Rule and How It Affects Schemes in Hong Kong
The headcount rule applies to Cayman Island and Bermuda incorporated companies listed on the Hong Kong exchange undergoing a scheme of arrangement....
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