GEM Weekly (31 Mar 2023): South Korea, China Macro; Baidu, PDD, Aramco, Alibaba, SK Hynix, JD.com
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
406 Views
Tencent: Next Candidate for an Alibaba Style Split?
As Alibaba is splitting its business into six mini-Babas, some speculate that Tencent could be the next candidate. Unlike Alibaba, Tencent’s...
521 Views
JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be Spinoffs)
JD.com has announced the proposed spinoff+listing of two subs in HK. No spinoff of shares to JD.com shareholders. Properties could be big....
625 Views
China TMT Update(Mar.31) - Baba/ 700HK/1024HK/BILI/BIDU/ATAT: Baba Management's Call
700HK/1024HK/BILI/BIDU：Wechat Open Class is held; ATAT：Accor formed alliance with Douyin to further explore independent growth in China ; key...
417 Views
Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be Overblown
our analysis shows that NAV is only 12% higher than the current valuation, indicating that the notion of a significantly higher sum of parts value...
739 Views