ENTITY
Alibaba Group Holding

Alibaba Group Holding (BABA US)

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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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bearishMeituan
29 Mar 2021 00:13

Meituan (3690 HK): Q4, “Community Group Purchase” Broke Bottom Line

“Initiatives” lost RMB6 billion in operation in 4Q20, as Meituan joined a price war of community group purchase.We do not believe Meituan will win,...

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Ming Lu
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bullishBilibili
28 Mar 2021 08:33

Bilibili Secondary Trading - Hot Demand, Baba Takes Another Bite, but Still Set for a Weak Listing

Bilibili raised around US$3bn in its secondary listing in Hong Kong.  In this note, we'll talk about the updates since our previous note.

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27 Mar 2021 21:21

Global Emerging Markets Weekly: 26 March 2021

This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...

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27 Mar 2021 04:56

Asia Short Interest: Xinyi Solar, Alibaba, Tencent, ENEOS, Resona, Toshiba, Samsung, TSMC, Yageo

The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...

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27 Mar 2021 01:27

Ant Group: Alibaba’s Albatross?

Ant is demanding higher transactions fees on its payment platform, which could help but it should not offset the PBoC's constraints on its credit...

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