Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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Intime Retail: Scheme Document
Early this morning, Intime Retail Group Co Ltd (1833 HK) despatched the Scheme Document pursuant to the takeover offer from Alibaba. TimetableIFA's...
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Tencent Invests USD 1.78 Billion for 5% Stake of Tesla
Tencent became the fifth-largest shareholder of Tesla Motors Inc (TSLA US). According to Tesla’s public filings, Tencent acquired 8,167,544 shares...
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The E-Commerce Retail Battle for India Heats up as Alibaba Steps In
India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and...
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Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
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