Alibaba (BABA US): Thoughts on Valuation Ahead of the HK Listing
This is the THIRD of a series of reports on Alibaba Group Holding (BABA US). In our previous notes, Alibaba (BABA US): Domestic E-Commerce Business...
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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...
315 Views
Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
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ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison
ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...
512 Views
Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
340 Views