ChinaDaily Briefs

Daily Brief China: Alibaba Group, Lifestyle International Holdings, Agile Property Holdings, Adaro Energy and more

In today’s briefing:

  • Alibaba: Growth Avenues Are Closing Fast
  • Lifestyle Int’l (1212 HK): Thomas Yau Offer?
  • Chinese Property Weekly – 5 August 2022 – Lucror Analytics
  • Chinese Property Weekly – 5 August 2022 – Lucror Analytics
  • Weekly Wrap – 05 Aug 2022
  • Weekly Wrap – 05 Aug 2022

Alibaba: Growth Avenues Are Closing Fast

By Oshadhi Kumarasiri

  • Alibaba Group (9988 HK)’s 1QFY23 results were above consensus but it was still quite disappointing with revenue and OP declining 0.1% and 19.1% YoY respectively.
  • Withholding the disclosure of active buyers, which Alibaba was proudly speaking of in the previous quarter, is a tell-tale sign that the business is undergoing some serious trouble.
  • With expectations of 9.4% YoY OP growth in the next 3-quarters and 42% YoY OP growth in FY24, we think consensus is optimistic from 2QFY23 and bound for a correction.

Lifestyle Int’l (1212 HK): Thomas Yau Offer?

By David Blennerhassett

  • Lifestyle International Holdings (1212 HK) was suspended this morning pursuant to Hong Kong’s Takeovers Code. 
  • Thomas Lau is the largest shareholder with 74.97%, as he has been since April 2019.
  • A possible Offer ahead of a (potentially) improving retail outlook and the imminent opening of its Kai Tak project? 

Chinese Property Weekly – 5 August 2022 – Lucror Analytics

By Charles Macgregor

The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.


Chinese Property Weekly – 5 August 2022 – Lucror Analytics

By Charles Macgregor

The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.


Weekly Wrap – 05 Aug 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Gajah Tunggal
  2. China Hongqiao
  3. Logan Property Holdings
  4. Sino-Ocean Group
  5. Softbank Group

and more…


Weekly Wrap – 05 Aug 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Gajah Tunggal
  2. China Hongqiao
  3. Logan Property Holdings
  4. Sino-Ocean Group
  5. Softbank Group

and more…


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