ENTITY
Alibaba Group Holding

Alibaba Group Holding (9988 HK)

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Analysis
Consumer DiscretionaryChina
Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.
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10 Nov 2017 10:32

Jianpu Tech IPO Preview: Hoped for a Unicorn, Got a One-Horned Goat

The upcoming IPO of Jianpu Technology reminds me of a subplot from the Despicable Me 3 movie where Agnes, a six-year-old girl, innocently mistakes...

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08 Nov 2017 12:25

Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.

JD.com (JD US) shares have lagged the sector in recent months largely on concerns about competition from Alibaba (BABA US) and margin potential....

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bearishSogou Inc
07 Nov 2017 04:50

Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO

Sogou Inc (SOGO US), a Chinese search engine business backed by Tencent Holdings Ltd (700 HK), is listing on the NYSE on 7 November. At the...

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bearishSogou Inc
06 Nov 2017 17:39

Sogou 搜狗 IPO: Old Dog, Cheap Tricks

The upcoming Sogou 搜狗 IPO makes the company seem larger than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...

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06 Nov 2017 08:33

Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?

A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY.  Online shopping is...

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