Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Softbank 4Q16/17 Numbers: Japan Telcos Weak but the Main Interest Is Potential for US Consolidation.
Softbank's (9984 JP) recently released 4Q16/17 numbers were a bit weak on the Japanese domestic telecom side. However, while financial results...
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Alibaba 4Q17 Earnings Preview: All Eyes on 'New Retail' & Cloud
Since Alibaba’s last earnings results in January, the Company’s stock price has run up by more than 13%. Investors increasingly grew more...
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SingPost: Kitchen-Sinking for FY16/17 Is Easy, but Turning the Corner Is Tricky
Singapore Post Ltd (SPOST SP) reported FY 16/17 full year results ended March - lots of exceptional items recorded for this year. Postal: Its...
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