Alibaba: Didi Deal Impact Positive But Small; Ant Financial Still Key and A Senior GS Banker Joined
Didi's defeat of Uber in China has been reported all over the media. Even though this is a very positive business development for Alibaba Group...
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Uber China to Merge with Didi - Minimal Valuation Uplift for Baidu, But More Consolidation?
According to media reports, Uber China will merge with Didi Chuxing, the largest ride-hailing company in China, at a combined valuation of...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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Amazon's 2Q16 Results: Accelerating Revenue Growth, Improving Margins and Lower Taxes
Amazon.Com Inc (AMZN US) grew revenue in 2Q16 by 31% YoY, in line with consensus, but its fully-diluted EPS YoY increase of 9x is double that of...
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Post 2Q16 Results: Alphabet Continued to Beat Baidu on Growth, Valuation and Risks
For 2Q16, Alphabet Inc Cl C (GOOG US)'s revenue and non-GAAP EPS beat consensus by 3.5% and 4.7%, respectively, while Baidu Inc (ADR) (BIDU...
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