BABA's 3Q Results Still Delivering Growth, With "New Retail" Starting to Contribute Meaningfully
Vincent Fernando, CFA has already written on the recent Alibaba (BABA US) 3Q earnings release. Our own Kirk Boodry sees the results as generally...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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Alibaba Strengthening Its New Retail Strategy With Sun Art Through a 36% Stake in the Latter
Taobao China, a wholly owned subsidiary of Alibaba Group Holding Ltd (BABA US), will effectively acquire a 36.16% stake in Sun Art Retail Group Ltd...
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JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
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