Alipay, WeChat Pay, PayPal - Who Will Be the Payment Goliath of Southeast Asia? - Part 3
In the earlier part of these series, I have focused on home-grown firms Grab, Go-Jek, and SEA. In part 3, I discuss the context for featuring...
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Ping An Good Doctor: Competition Ratcheting up the Pressure
Ping An Healthcare And Techn (1833 HK)/PAHTG's IPO turned out to be a damp squib and the shares are currently trading below its IPO price. Press...
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Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
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A Visit to Alibaba’s “New Retail” – Physical Store Hema
We visited one of Alibaba’s Hema stores (photo 1~17). We conclude that Hema does not have any exclusive advantage over other physical stores. We...
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Xiaomi The Money!
Three days after new listing rules came into effect in Hong Kong, Xiaomi submitted its application in Hong Kong for a dual-class shareholding...
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