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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bearishiQIYI Inc
21 Apr 2020 14:32

IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle

iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...

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Ming Lu
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bearishMeituan
21 Apr 2020 08:16

Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?

Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...

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21 Apr 2020 06:43

China Cinda Asset – Negativity Priced In

*Weak 2H19 Result: China Cinda Asset Management (1359.HK) [CINDA] reported 2H19 profit of CNY 4.0 bn – declining CNY 5.0 bn or 55.6% linked period....

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21 Apr 2020 06:06

Market Shorts IT; FOMO Pushes Up 'New Economy' Stocks

We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 April 2020.Total short...

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20 Apr 2020 16:49

Short Interests Spiked for SMIC, Galaxy and Techtronics

Hong Kong SFC reported on today for aggregate short position on Apr 9th. The aggregate short value for equities increased by $2,365m (+4.6%) WoW...

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