bearish•Alibaba Group•08 Jun 2023 17:15
China E-Commerce: Is Still a Dead Cat
Positive surprises in profitability in Q1 failed to reverse the long-term decline of Chinese e-commerce, possibly due to market recognition of the...
bearish•Alibaba (ADR)•06 Jun 2023 20:21
Alibaba IPOs, Freshippo IPO: Conflict of Interest Arising from Competition with Tmall Supermarket
Two key concerns for Freshippo's IPO are its failure to secure outside funding in two attempts last year and the potential conflict of interest...
bearish•Sea •05 Jun 2023 15:24
Shopee Faces Decision on Brazil Amid Tax Changes
Sea Ltd's track record of accepting failures and closing businesses raises the likelihood of Shopee exiting the Brazilian market if they cannot...
bearish•Seven & I Holdings•02 Jun 2023 15:50
Seven & I: ValueAct's Proposals Unlikely to Be Considered, Investor Activism Effectively Over
ValueAct, despite failed leadership removal attempt, requests discussions, but Seven & I is unlikely to consider proposals further, suggesting the...
bearish•Alibaba (ADR)•31 May 2023 16:15