Alibaba Superior Use of Ad Tech Leads to Much Higher Revenue Guidance. More to Come?
We upgraded Alibaba (BABA US) to a BUY in March on optimism about the growth potential in eCommerce driven by its tech prowess (adtech and cloud)...
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Alibaba Shares Rocketing on New Guidance – 4 Key Take Aways
Alibaba provided higher-than-expected sales guidance for FY2018 causing a sharp uptick in its stock price. As of June 9, its share price increased...
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Blue Apron Files for US IPO: Any Appetite for This Money-Losing 'Meal Kit' Subscription Company?
OverviewLast week New York City-based Blue Apron (Blue Apron Holdings, Inc. (APRN US)) filed documents to prepare for its initial public offering....
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SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
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Last Week, in Event SPACE (4 June 2017)
In this note, AMMB Holdings Bhd (AMM MK) / RHB Bank Bhd (RHBBANK MK) rekindle a failed engagement; Start Today Co Ltd (3092 JP)’s Maezawa pledges a...
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