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...
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Alibaba (BABA US): Unloved but Undeterred
Alibaba shares underperformed its peers significantly in the last 12 months. We reviewed the company's FY21Q3 results which prime the stock for an...
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China ADRs Secondary Listing - Pipeline Looks Rich, Have Three Years to Move
2020 saw nine companies undertake a secondary listing in Hong Kong, to together raise over US$16bn. We shortlist remaining candidates and look at...
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China Internet Weekly (18Jan2021): BABA Delivery Man Tried Suicide, Baidu Produces Electric Vehicle
Ele.me delivery man burned himself, as his payment was reduced. Baidu (BIDU) announced that it would establish an electric vehicle joint venture.
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An Analysis of ADR/HKEX Discount Behavior As The US Listed Chinese Tech Rush To Hong Kong
As the US-listed Chinese tech firms rush for secondary listings on the Hong Kong Stock Exchange, we analyse the ADR/HKEX discount behaviour of the...
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