Alibaba (BABA): A Visit to Hema Bazaar – Has Found Key Problem, But Not Thorough Solution
Hema Bazaar is a moderate change from original Hema among three new Hema models this year. We believe BABA has already figured out why fewer...
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Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
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DouYu IPO: Valuation Sensible up to a Point
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. It announced its IPO...
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Alibaba (BABA): A Visit to New Business Hema-Mini – Successful Change
This year, Hema created many new business models in order to solve the problem of profitability. We believe Hema-mini is the best version of these...
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Alibaba (BABA): A Visit to Hema’s New Business “Pick’n Go” – A Careless Variation
BABA’s physical store unit, Hema, tried many new business models this year. This note is about the most recently opened breakfast bar, “Pick’n...
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