Softbank - Positive Readthrough from Alibaba - Adding to Improving Fortunes
Because Softbank doesn't control Alibaba, it only reports dividend income from Alibaba, which is the equivalent of reporting nothing at all....
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Alibaba's 1QFY17 Results: Revenue Growth Far Exceeded Expectations; 33% EPS Growth
Alibaba reported 59% YoY revenue growth in 1QFY17. Adjusted for the consolidation of Youku Tudou and Lazada, we estimated the organic revenue...
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BABA 1Q17: Growth Accelerates to Post-IPO High... And Monetization Has Only Just Begun
Alibaba Smashed Earnings ExpectationsAlibaba’s 1Q17 revenue increased by 59% YoY to RMB32.2 billion, which represents an acceleration to the...
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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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