Alibaba (BABA): Authorities Warned Weibo on Alibaba’s Lobbying
The Cyberspace Administration of China (CAC) warned Weibo (WB) not to ban negative news for Alibaba (BABA). CAC did this as Alibaba looks as...
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Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
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Wheelock Privatisation - Impact On Wharf Holdings (4 HK) & Wharf REIC (1997 HK)
On 27 February, Wheelock (20 HK) announced a proposal to privatise the company by distributing its equity holdings in Wharf Holdings (4 HK) and...
518 Views
Pinduoduo: Key Takeaways from Our Discussion with the IR Team (Part I) – Cooked Books?
We reached out to Pinduoduo (PDD US)’s IR team for comment about the concerns we had in our previous note, Pinduoduo: Inflated Top Line, Inflated...
470 Views
ASEAN Consumer Staples: Sheng Siong (SSG SP)/Dairy Farm (DFI SP) Pair Trade
Sheng Siong (SSG SP) is a pureplay neighborhood-supermarket operator based in Singapore with attractive operating metrics. Dairy Farm Intl Hldgs...
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