Alibaba Group Holding: Three Metrics Sell Side Analysts (Choose To) Ignore
We find three worrying metrics on Alibaba Group Holding (BABA US) that point to much slower growth narrative. The three metrics are all related to...
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Quants Blow Up, as Turkey Leads EM FX Rebound…
'Analysis of factor exposures, risk contribution by position, hit ratios and correlations has never been easier and more widely practiced across...
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Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
756 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Traffic Growth Collapses, Domestic Activity Still OK
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
352 Views
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...
348 Views