Alibaba (BABA US): Strategy at Work
June quarter results show success of overhaul strategy with stabilizing market share and profitability, leading to projected 14% earnings CAGR by...
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Alibaba (9988 HK/BABA): 1Q25, Growth Lower Than Expectation, But Many Expansion Plans Following
Alibaba’s revenue grew by 4% YoY in 1Q25 due to the stagnancy in e-commerce. However, many expansion plans follow, including overseas market,...
299 Views
[Blue Lotus Daily-TMT Update]:700 HK/BILI US/BABA US/PDD US/JD/3690HK/ZTO/1519HK/2352 CH/SHEIN/TCOM
Nexon's <dnf mobile> game generates RMB 7bn, League of Legends adds new PVE mode, Bilibili's <aether gazer> shutting down on November 12.<...
183 Views
Midea A/H Listing - Getting Closer to the US$3bn+ Raising, Has a Narrow Window
Midea Group Co Ltd A (000333 CH) one of the world’s largest home appliance producers, aims to raise up to US$3bn in its H-share listing. In this...
333 Views
China Resources Beverage Pre-IPO - Thoughts on Valuation
China Resources Beverage is looking to raise US$1bn in its upcoming Hong Kong IPO. In this note, we talk about valautions.
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