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...
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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...
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2Q19 Chinese Express: Little to Show for Big Volume Share Gains
Six listed firms control most of inter-city express market As China’s express industry consolidates, ‘weak hands’ have largely exited, and...
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Xiaomi (1810 HK): Smartphone Accounts for Only 36% of Gross Profits
In this note, we will not rate the company. We believe the smartphone business is weak, but it is not the only main business in Xiaomi. The...
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Alibaba (BABA US): A Deep Dive into Alibaba Cloud
This is the FIRST of a series of reports on Alibaba Group Holding (BABA US), where we try to take a closer look at the fundamentals of each of the...
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