ENTITY
Alibaba Group Holding

Alibaba Group Holding (BABA US)

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Analysis
Consumer DiscretionaryChina
Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.
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28 Jul 2020 08:06

Koei Tecmo – Two New Sangokushi Games on Deck

KT delivered strong results yesterday with OP of ¥4.4bn exceeding consensus’ ¥3.6bn estimate by 22%. When we last wrote on KT back in April we...

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Mio Kato
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28 Jul 2020 03:03

US/Mainland China - De-Escalation Appears Evident

*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...

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bullishAnt Group
27 Jul 2020 15:46

Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here

Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...

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27 Jul 2020 10:59

China Internet Weekly (27Jul2020): Online Retail Continued to Accelerate in June

The growth rate of China online retail reached 19% YoY in June, higher than 15.6% YoY in May. Chinese retailing e-commerce companies raised funds...

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Ming Lu
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bullishTencent
27 Jul 2020 04:52

Tencent – Well Timed Transaction

*Another Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...

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