China Internet Weekly (20Apr2020): BABA Moved Meituan’s Sharing Bikes to Remote Locations
Alibaba (BABA)’s bike-sharing subsidiary moved Meituan (3690 HK)’s bikes to remote locations many times. Meituan called the police. Restaurant...
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Kingsoft Cloud IPO Initiation: Silver Linings
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
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Shorts Increase on Alibaba, AIA, CNOOC; Decrease on Ping An, CCB, Meituan
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 April 2020.Total short...
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Where to Fade BABA and Buy Back off of High Conviction Macro Support
Alibaba Group (BABA US) has been a solid outperformer until February versus the Shanghai composite and turned down on a relative basis versus the...
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