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...
571 Views
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...
549 Views
HSCEI Dividends - Back to the Futures?
Dividend futures give investors exposure to a specific cash flow stream of a company, unlike stocks where investors are exposed to a continuous...
650 Views
G-20/Tech War/Consumption/Carrefour Quits/Bonds
China News That Matters Big in Japan Huawei on stage as digital iron curtain falls Milk not Merc: cautious consumers disappoint Just not worth it...
474 Views
Alibaba (BABA): Failure of “New Retail”
We are pessimistic about “new retail”, but still optimistic about BABA. Our price target is still at USD232, significantly higher than the market...
539 Views