TVB: A Discussion with Management
Television Broadcasts Ltd (511 HK), Hong Kong's largest free-to-air broadcaster, touched a ten-year low last week, three months after the lapse of...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
187 Views
What's Wrong with ZTO? 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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TRACKING TRAFFIC/Chinese Express & Logistics: March Growth Slows | ASPs Dip | But Intra-City Firmer
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Tencent: Feedback from Meeting with Senior Management
We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK) to hear details about WeChat, its...
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