GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Alibaba: A Long Way Down Already and a Lot More to Go
Even though shares are down more than 65% from the peak, we feel there’s a lot more downside to Alibaba over the medium term as the company’s cash...
556 Views
Softbank Group - Alibaba Remains the Key Share Price Driver as VF Diversification Stalls
Vision Fund, ARM and buybacks have grabbed headlines but Alibaba's share price has been the best predictor for Softbank's value, particularly over...
392 Views
Alibaba (BABA): 3Q22, Transforming Missions Going Under Slow Quarter
BABA’s app, SDTao, has been taking active users from Pinduoduo. We believe BABA’s physical store chain, Freshippo, will go public. We believe BABA...
359 Views
HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
320 Views