Alibaba - No Softbank Placement Overhang, Going into HSI and HSCEI
In Mar 2020, Softbank Group (9984 JP) had announced that it would sell assets worth US$41bn in order to fund the repurchase of US$18bn worth of its...
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Softbank – Ma Follows Yanai and Schwartz Out the Door as PIF Looks to Collateralise Vision Fund
In the face of monster losses from bets gone sour, the activity surrounding Softbank is looking increasingly… interesting. Over the weekend and...
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BABA Trendline Buy Support
Alibaba Group (BABA US) is seeing a congestive correction as a fresh triangle or flat take shape similar to the bull triangle that formed into late...
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China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
168 Views
Jd.com Secondary Listing: Do 1Q Results Give Further Support for Secondary Listing?
JD.com Inc (ADR) (JD US) shares closed at a new high after the reporting its 1Q20 results, with sales and margins ahead of expectations. JD.com is...
126 Views