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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bearishTrip.com
23 Dec 2019 00:40

Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing

Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...

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21 Dec 2019 20:35

Alibaba and Tencent Accounting for Investments - Management Massage -Inteqres Accounting Comparison.

Alibaba produces accounting information in US GAAP, Tencent uses International Accounting standards.  Both companies also produce local reports in...

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20 Dec 2019 17:33

HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba

We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...

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18 Dec 2019 20:53

TVB: In-House Drama

Local media are reporting Television Broadcasts (511 HK) will lay off 350 employees - around 10% of staff. The media is also reporting that Charles...

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bearishTencent
18 Dec 2019 17:59

Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views

Mega Cap tech firms are the new conglomerates and Tencent is no different.  Looking like they stepped straight out of the 1970s/80s using the BCG...

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