Why Alibaba's Key Metrics Will Dramatically Change (Part 1)
In June this year, Alibaba announced that it would stop reporting quarterly GMV figures, and only provide GMV on an annual basis. The shift comes...
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SINA / WB: Post 2Q Update, Portal Did Well, Stub Remains Cheap
I initiated trade idea of SINA / WB on July 21st (SINA / WB: Stub, Ratio at All Time Low). Both Sina Corp (Class A) (SINA US) and Weibo Corp (ADR)...
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Alibaba 1QFY17 Results Preview - Focus on Revenue Growth, and Trend of Losses at Subsidiaries
Alibaba will announce its 1QFY17 (Apr to Jun 2016) results on Aug 11 (Thurs). We expect its results to be strong, given 37% YoY growth in...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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Alibaba Buying Netflix? Makes Perfect Strategic Sense, But A Minority Stake More Likely
There was market rumour in the US on Friday that Alibaba Group Holding Ltd (BABA US) would buy Netflix Inc (NFLX US) . Netflix closed up 3.84%...
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