China Consumption Weekly (30 Oct 2023): Alibaba, Trip.com, New Oriental, Weibo
JD is competing with a broadcaster on Alibaba’s app. Trip.com’s domestic orders during National Holidays were double last year. New Oriental’s...
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Alibaba (BABA US): Still One of if Not the Best China Consumer Play
The dominance of retailers in the US consumer sector shows Alibaba's long term potential. Geopolitical risks driving investors away is similar to...
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China Internet Weekly (23 Oct 2023): AAPL, Alibaba, JD.com
Apple fired five employees of China App Store for corruption. Yonghui follow Alibaba to open discounted stores. JD.com sued companies and persons...
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ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Alibaba (9988 HK): A Visit to Premier - Freshippo Begins to Try New Style Again
Freshippo opened its first high-end supermarket, Premier, in Shanghai. We believe it is a good idea to take business from independent stores and...
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