TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
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Meituan (3690 HK): Gets Caught Stealing Alibaba’s Data in An Anti-Trust Investigation
Meituan was caught stealing major client data from E-Le-Me, the food delivery competitor owned by Alibaba Group Holding (BABA US). We believe...
349 Views
ECM Weekly (22 Jun 2019) - Alibaba, Budweiser Brewing Co, Ascentage, CIMC Vehicle, Impro Precision
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
539 Views
Oriental Watch (398 HK): 15% Annual Dividend Yield; But Net Cash Still Remains 81% of Mkt Cap
Oriental Watch (398 HK) reported FY19 results which showed: 1) further decline in inventory to just 824M HKD, 2) stable retail (94%) vs wholesale...
614 Views
Alibaba IPO/Secondary Listing - The Real IPO Only Begins on the 11th Day Post Listing
As per media reports, Alibaba Group Holding (BABA US) plans to raise around US$20bn via a secondary listing in Hong Kong. Since most people...
821 Views