Alibaba HK Listing: A Strong Start; What's Next?
Alibaba Group (9988 HK) shares are up close to 10% since its listing while its US counterpart has made a new yearly high. With the ADR shares...
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Korean Brokerages - Taking the First Steps to Price Investment Research
For the past three decades, the Korean brokerage industry has mostly followed the global investment banks in making investment research free for...
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Li & Fung (494 HK): Survival in Doubt
Li & Fung has been decimated by the internet. Since 2015, revenue has fallen 38%, their core EBIT margin has halved and the stock is down 90%....
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NetEase (NTES): Cost Pressure Behind Scandal of Employee Dismissal, Downgrade to Hold
NetEase fired a diseased employee without paying the severance compensation according to the Labor Law. We believe the unwise decision was due to...
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Alibaba IPO/Secondary Listing Trading - Time to Converge, That's It
Alibaba Group Holding (BABA US) raised around US$13bn (including over-allocation) via a secondary listing in Hong Kong. I've covered various...
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