Alibaba (BABA): Failure of “New Retail”
We are pessimistic about “new retail”, but still optimistic about BABA. Our price target is still at USD232, significantly higher than the market...
538 Views
AMTD International IPO Initiation: Coming to Market on a High
AMTD International Inc (1727033D US) is a boutique investment bank and asset management firm focused on Chinese regional banks and new economy...
443 Views
Meituan (3690 HK): Gets Caught Stealing Alibaba’s Data in An Anti-Trust Investigation
Meituan was caught stealing major client data from E-Le-Me, the food delivery competitor owned by Alibaba Group Holding (BABA US). We believe...
348 Views
Alibaba IPO/Secondary Listing - The Real IPO Only Begins on the 11th Day Post Listing
As per media reports, Alibaba Group Holding (BABA US) plans to raise around US$20bn via a secondary listing in Hong Kong. Since most people...
816 Views
Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
732 Views