Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
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Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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Softbank Corp (9434) Block
As discussed in Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness, in announcing a sale of $11.5bn of Alibaba Group (BABA US)...
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China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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