Alibaba (BABA US): Thoughts on Valuation Ahead of the HK Listing
This is the THIRD of a series of reports on Alibaba Group Holding (BABA US). In our previous notes, Alibaba (BABA US): Domestic E-Commerce Business...
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China Internet Weekly (18Nov19): Single Day, Alibaba's Record Sales, PPD's 6% Mkt Share Vs. JD's 17%
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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JD.com (JD): External Logistics Service Improved Both Topline and Bottom Line, 50% Upside
The stock price has risen by 23% since our last buy rating in August; however, we believe there is still a further upside of 53%. Revenue growth...
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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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