Alibaba Drives SoftBank's FVE Up; SoftBank on the Acquisition Trail for the Vision Fund
Two increases to our Alibaba Group Holding Ltd (BABA US) valuation since Softbank Group Corp (9984 JP)’s full year result have driven up our...
152 Views
Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
268 Views
SINO-ASEAN Strategy: Is There No Stopping This Bull Run? - Part III
Our Global Reflation Pulse Check indicates that global reflation trade is alive and well. Our conviction on global reflation trade sans...
141 Views
The Week that Was in Greater China@SmartKarma – China-HK Connect, Constructing Dreams & CaiNiao
This is the 4th report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan. This...
240 Views
Alibaba Superior Use of Ad Tech Leads to Much Higher Revenue Guidance. More to Come?
We upgraded Alibaba (BABA US) to a BUY in March on optimism about the growth potential in eCommerce driven by its tech prowess (adtech and cloud)...
212 Views