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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bearishApple
15 Jan 2019 01:42

Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough

Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...

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Ming Lu
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14 Jan 2019 09:18

2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities

A year ago we published a note that described how we expected corporate activity in China's domestic express  sector to play out in 2018 (see 2018...

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558 Views
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bearishWalmart
09 Jan 2019 13:08

A Pricey Deal in Hindsight, Walmart? India Reviews Policy - Amazon, Walmart May Need to Rejig Model

Would Wal Mart Stores (WMT US) have paid USD16 bn last year for Flipkart, a leading online Indian retailer, if the recent clarification on India's...

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857 Views
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bearishTencent Music
09 Jan 2019 09:37

Tencent Music: Short Idea on Consumption Slowdown Angle

Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...

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bullishTrip.com
07 Jan 2019 06:58

TRACKING TRAFFIC/Chinese Tourism: Visits to Macau & HK Surge | Other Outbound & Domestic Weaker

A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...

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