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
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...
456 Views
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