Alibaba Kicks Off Overhaul With Spinoff and Share Sale Targets
Alibaba Group Holding Ltd. outlined timetables for several key business units to complete spinoffs or pursue independent share sales, kicking off...
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Alibaba (BABA US): What It Takes for Re-Rating
Despite markets' focus on near-term growth weakness, we stick to our bullish call on BABA on sustained recovery, well-executed reorganization...
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ECM Asia Takeaways from Hong Kong Investor Meetings - Rakuten, Growatt, JD Industrial and Others
We spent the second half of last week meeting ECM focused clients in Hong Kong. In this note, we talk about some of the investor feedback for live...
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Chinese Express Consolidation? Lesser Players Battered for Years, But Still No Knockout Punch
Margins in China's express sector have been falling for years. However, there are few signs of consolidation: companies remain profitable, and...
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Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
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