NetEase (NTES): Shaking Off Burdens in Minor Businesses and Got Cash - Smart Moves
NTES successfully shook off its burden in minor businesses and got cash from these deals, including (1) the IPO of Youdao (DAO US), (2) the...
427 Views
The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
756 Views
Alibaba (BABA): Trump’s Delisting Threat on Chinese Equities – Why? Will? and Worst-Case Scenario?
We do not believe the delisting will happen, as there are too many interested parties in the U.S. In the worst-case scenario: Even if the...
542 Views
Alibaba (BABA): Government Officials Will Be Stationed in 100 Non-State Companies
The Hangzhou municipal government plans to station government officials in 100 non-state companies. The public is concerned that the government...
479 Views
Costco Wholesale (COST): Concerns Behind First-Day Crowd in China
We believe the first-day rush is just a one-time event. We believe Costco can hardly survive the market in China. Almost supermarkets are losing...
413 Views