Alibaba (BABA): Freezes Hiring and Minor Businesses to Save Margin, Upgrade to HOLD
We are optimistic about BABA’s cost cutting efforts. China’s e-commerce recruitment decreased by 57% yoy in fiscal 3Q18 (BABA’s fiscal 2Q19). At...
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What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)
As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...
360 Views
Tongcheng-Elong IPO: Strategic Shareholder Agreement Constraints Profitability
Tongcheng-Elong Holdings Ltd (1629482D CH), the third largest online travel agency (OTA) in China, was formed through the merger of Tongcheng...
372 Views
Zhaogang.com (找钢) Pre-IPO Review - Impressive Growth Supported by Solid Operating Metrics
Zhaogang.com (0941802D HK) is looking to raise US$400m in its upcoming Hong Kong IPO. Proceeds from the IPO are to be used to expand its steel...
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Indonesia Property - Clicks Supporting Bricks - On the Ground in J-Town
A meeting with the Head of Research for Jones Lang Lasalle in Jakarta revealed an interesting landscape, especially in the Grade-A office market...
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