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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bearishMeituan
27 Oct 2019 23:08

Course Correction: Raising Meituan-Dianping to Hold

Meituan’s 2Q19 results were better than we expected, particularly profitability in its Food Delivery segment, which accounted for 57% of total...

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27 Oct 2019 22:25

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...

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Ming Lu
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bullishMacroeconomics
27 Oct 2019 21:54

Trade War/Business Environment/Digital Currency/Internet/Hong Kong

China News That Matters Engagement not containment, claims Pence Level our playing field? Done Pandora’s Box – bursting with digital...

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bullishLiaoning Port
23 Oct 2019 15:51

Dalian Port And "Truth In Statements"

The Composite Document for China Merchants Group Limited's (CMG) Offer for Dalian Port (Pda) Co Ltd H (2880 HK) was dispatched on the 5th...

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bearishESR Group
21 Oct 2019 09:12

ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce

In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...

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