Alibaba Group Holdings Limited (NYSE: BABA) C4Q17: Time to Look for the Next Driver
â—Ź BABA reported top line, non-GAAP operating profit and GAAP net income (3.4)%, (18)% and (12%) below our estimates. Main reason for the fall seems...
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What Change Will JD Logistics (JDL) Bring to the E-Commerce and Logistics Markets?
Summary:We think JD Logistics' (JDL) valuation at US$10bn is reasonable. The reason is that integrated logistics have the advantage in China...
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Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
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Local and Central Governments' Tug over Real Estate Reform Will Shape Property and Retail Markets
First week into 2018, two developments sent property stocks and related Internet stocks flying: During the last week of 2017 and first week of...
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Consumer Finance Deleveraging Clouds 2018 Outlook
â—Ź We believe there is an increasing likelihood that the fallout in cash loan sector might spread to consumer finance. What might be at risk is Ant...
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