[Alibaba (BABA US, SELL, TP US$72) Rating Change]: The Casualty of Era…Downgrade to SELL
Alibaba's Q3 revenue and profit were in line with expectations, but the company cancelled its spin-off plans and we have downgraded our rating to...
529 Views
Alibaba, JD.com Report Double 11 Sales Growth
China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just...
428 Views
[Blue Lotus Daily] BABA/JD/PDD/1024.HK/ZTO/1519.HK/BIDU/Tencent 700.HK
Double 11 eCommerce update;Alibaba Cloud reportedly crashed for several hours during last weekend, third-party Alibaba Cloud Customers were also...
237 Views
Zeekr Pre-IPO - The Negatives - Remains Highly Dependent on Geely
ZEEKR, a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the not-so-positive...
419 Views
CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
569 Views