ENTITY
Alibaba Group Holding

Alibaba Group Holding (BABA US)

3.1k
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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bearishPDD Holdings
01 Aug 2018 13:16

Regulator Probes Pinduoduo (拼多多) Over Fake Product Allegation

State Administration for Market Regulation (SAMR, 市场监管总局) just announced this morning that it has requested Shanghai Administration for Industry...

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30 Jul 2018 06:23

Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money

After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...

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25 Jul 2018 14:24

TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux

Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...

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bullishPDD Holdings
19 Jul 2018 14:47

Pinduoduo (拼多多) IPO Review - Valuation up 17x Since Feb 2017 While GMV Is up 12x Since 1Q 2017

Pinduoduo Inc (PDD US) is looking to raise up to US$1.6bn in its upcoming IPO. Proceeds will be mainly used to expand business operations, research...

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bearishPDD Holdings
19 Jul 2018 00:29

Pinduoduo (PDD) IPO Risk: Too Many Fakes, Vulnerable to Lawsuits

There are a large number of fake products on Pinduoduo (PDD), an e-commerce platform in China. Keyword bidding attracts small companies, including...

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Ming Lu
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