BEST EXPRESS (NYSE:BSTI) Multiple Headwinds Knock Down Target Price
● We are adjusting BSTI’s TP due to multiple demand, value chain and seasonal headwinds. Yet we are still positive on BSTI’s turnaround in...
119 Views
Alibaba Group Holdings Limited (NYSE: BABA) C4Q17: Time to Look for the Next Driver
● BABA reported top line, non-GAAP operating profit and GAAP net income (3.4)%, (18)% and (12%) below our estimates. Main reason for the fall seems...
173 Views
US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
89 Views
When Small-Cap Companies Refuse to Meet Investors: Watch Out
Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...
319 Views
SoftBank’s 3Q Slightly Below Expectations on Domestic Telecoms & ARM
Softbank Group Corp (9984 JP)'s third-quarter fiscal 2017 (quarter-ending December 2017) result was slightly below expectations with the domestic...
128 Views