Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation
Alibaba Group Holding (BABA US) has launched a $13.4 billion secondary listing in Hong Kong with the shares expected to be priced around 20...
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Sea Limited: Opportunistic Offering or Building a War-Chest?
Sea Limited produced a strong set of results in its 3Q results yesterday, with robust sales and earnings figures in both its gaming and e-commerce...
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Anticipating the Alibaba HK Listing
Last week Reuters and other media sources carried articles suggesting that Alibaba Group Holding (BABA US) would imminently re-launch its desired...
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Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
687 Views
Last Week on China Internet (4Nov19): JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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