A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
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Re Cycling Lenovo Short
Our first short Lenovo insight on November 16, 2017 outlined shorting Lenovo at 4.70 with a target of 3.80 which was achieved on February 14, 2018...
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HP Inc., Keep Reinventing. What About Keep Reinvesting?
After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and...
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Xiaomi IPO:Â Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPOÂ this...
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3Q Numbers Are Terrible
Channel stuffing, ageing receivables, balloting inventory, balance sheet write offs, unaffordable dividends and increasing factoring. What is not...
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