Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
752 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Traffic Growth Collapses, Domestic Activity Still OK
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
350 Views
Alibaba (BABA): Freezes Hiring and Minor Businesses to Save Margin, Upgrade to HOLD
We are optimistic about BABA’s cost cutting efforts. China’s e-commerce recruitment decreased by 57% yoy in fiscal 3Q18 (BABA’s fiscal 2Q19). At...
345 Views
What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)
As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...
360 Views
Tongcheng-Elong IPO: Strategic Shareholder Agreement Constraints Profitability
Tongcheng-Elong Holdings Ltd (1629482D CH), the third largest online travel agency (OTA) in China, was formed through the merger of Tongcheng...
372 Views