Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.
Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...
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Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)
Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil...
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Best Inc IPO, Part 2 of 2: Valuation Versus Chinese Express Peers
Chinese express, trucking, and logistics company Best Inc., which counts Alibaba Group Holding Ltd (BABA US) as its largest investor, filed its...
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'GLP Wannabe?' Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties
After the bidding process for Global Logistic Properties Ltd (GLP SP) concluded in July with the company being taken private at a significant...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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