Alibaba (BABA): Tripled Operating Profits in 1Q20, 48% Upside
BABA’s operating profits of RMB 24 billion in 1Q20 (ended June 2019) was three times of RMB8 billion in 1Q19. The operating margin improved to 21%...
519 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Regulators Act to Maintain Order
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
413 Views
Alibaba IPO: Accounting Diagnostic Says Lack of Transparency in Ali-Accounting Is Ba-Ba-Bad
With Alibaba Group Holding (BABA US) set for a listing in Hong Kong that is supposed to raise as much as USD20bn, and the company apparently...
836 Views
Alibaba Fade Resistance in Sight
Alibaba Group Holding (BABA US) has done well since our call to reverse from short to long at the 130 area. Alibaba Pivot Support Breach with 150...
467 Views
Tencent (700 HK): Decides to Pay Less to Outside Game Distributors
Tencent gave game distributors a new offer which reduces Tencent’s payment from 50% to 30%. We believe most distributors will have to accept the...
536 Views