ENTITY
Alibaba Group Holding

Alibaba Group Holding (BABA US)

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Analysis
Consumer DiscretionaryChina
Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.
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bearishBabytree Group
14 Nov 2018 05:57

Babytree IPO PHIP Update: Parenting Lacking Credibility

Babytree Inc (BABYTRE HK) is a leading Chinese online parenting firm which can be described as a combination of a maternity focused online forum...

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bearishBabytree Group
13 Nov 2018 14:23

Babytree Group Pre-IPO - Quick Updates from PHIP - Highly Volatile MAU

Babytree Inc (BABYTRE HK) plans to raise US$800m in its Hong Kong IPO, as per media reports. I covered most aspects of the deal in my earlier...

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bearishBabytree Group
12 Nov 2018 16:41

Babytree Group Pre-IPO - Valuation Estimates - Even the Last Round Might Have Been Too High

Babytree Inc (BABYTRE HK) could be looking to raise as much as US$800m in its planned IPO. I covered most aspects of the deal in my earlier...

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12 Nov 2018 15:31

China Singles Day – Consensus Is Wrong on Chinese Consumers and Consumption

This strength in consumer spending is counter to the views of most Chinese foreign-based analysts. Consumption is much stronger than consensus is...

bearishMogu Inc
12 Nov 2018 06:43

MOGU IPO Preview: Fading Fads

Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. Users...

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