TVB: A Discussion with Management
Television Broadcasts Ltd (511 HK), Hong Kong's largest free-to-air broadcaster, touched a ten-year low last week, three months after the lapse of...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Ping An Good Doctor: Priced to Induce Altitude Sickness
Ping An Healthcare And Techn (1573582D HK) /PAHTG is a leading Chinese internet healthcare company. It announced its IPO price range of...
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Tencent: Feedback from Meeting with Senior Management
We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK)Â to hear details about WeChat, its...
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Alibaba (BABA) – An Accounting Purpose in Venture Capital Investment
Operating margin of main businesses declined, but Alibaba made it up with shrinking losses in minor businesses. We believe that Alibaba...
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