Alibaba's FYQ4 Result & What It Says About Chinese Express & Logistics; An IPO for CaiNiao Network?
Plowing through Alibaba Group Holding Ltd (BABA US)'s lengthy and detailed FYQ4 financial release to learn about the performance of its logistics...
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What's Wrong With Ctrip.com? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
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SoftBank to Benefit from Sprint T-Mobile Merger if It Goes Ahead; FVE Increased to JPY 12,300
We lift our Softbank Group Corp (9984 JP) fair value estimate to JPY 12,300 per share from JPY 11,900 per share, on the back of the announced...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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