Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce
In this insight, I take a deep dive into Alibaba’s Sum-of-The-Parts to assess the implied value for their equity holding in Ant Group, and what can...
1.1k Views
Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
667 Views
Shanghai/Shenzhen Connect - Inflow Turned Cautious in March but M. Adjustment Ahead
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
797 Views
Updated Proxy Filed and Q4 Results Released
iKang Healthcare Group (ADR) (KANG US) simultaneously reported its March quarter results and filed the updated proxy for its privatization at...
536 Views
IKang: Endgame Approaching, But Fair Price Is Distant
iKang Healthcare Group (ADR) (KANG US) 's December quarter results provide updated benchmarks for evaluating Yunfeng and Alibaba's US$20/ADS offer...
592 Views