China Unicom (762 HK): Reiterate Buy After Monthly Data
Although China Unicom Hong Kong (762 HK) is down c.15% since the end of October on worries of intensifying competition and higher capex, we...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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China Internet Weekly (18Nov19): Single Day, Alibaba's Record Sales, PPD's 6% Mkt Share Vs. JD's 17%
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Anticipating the Alibaba HK Listing
Last week Reuters and other media sources carried articles suggesting that Alibaba Group Holding (BABA US) would imminently re-launch its desired...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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