More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
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Alibaba Drives SoftBank's FVE Up; SoftBank on the Acquisition Trail for the Vision Fund
Two increases to our Alibaba Group Holding Ltd (BABA US) valuation since Softbank Group Corp (9984 JP)’s full year result have driven up our...
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Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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SINO-ASEAN Strategy: Is There No Stopping This Bull Run? - Part III
Our Global Reflation Pulse Check indicates that global reflation trade is alive and well. Our conviction on global reflation trade sans...
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The Week that Was in Greater China@SmartKarma – China-HK Connect, Constructing Dreams & CaiNiao
This is the 4th report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan. This...
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