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Alibaba Pictures (1060 HK)
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150
Analysis
Consumer Discretionary
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Hong Kong
Alibaba Pictures Group Ltd. produces and invests in television programming and motion pictures in China.
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bullish
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Thematic (Sector/Industry)
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10 Feb 2022 08:20
2022 Chinese New Year Holidays - Some Winners and Losers
2022 Chinese New Year figures showed marginal decline domestic tourists, and pointed to better high-end consumption performance than low-end. We...
Osbert Tang, CFA
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228 Views
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bearish
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Tencent
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05 Sep 2021 23:36
Tencent Holdings – Incredulous Management
TENCENT: At a competitor virtual conference, Tencent discussed the impact of regulatory changes but didn’t discuss its targeted financial services...
Thomas J. Monaco
306 Views
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bearish
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Alibaba Group Holding
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05 Sep 2021 23:23
Alibaba Group Holdings - Penance
ALIBABA: BABA is apparently launching a plan to spend CNY 100 bn (nearly 2/3 of 2020 earnings) by 2025 to the "common prosperity" – implying a...
Thomas J. Monaco
268 Views
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bearish
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Tencent
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21 May 2021 04:05
Tencent Holdings – Awaiting The Big Hit
TENCENT HOLDINGS: Tencent] reported 1Q21 YOY total revenue growth of 25%, while non-GAAP operating profit increased just 20%. An FHC suggests...
Thomas J. Monaco
377 Views
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bearish
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Alibaba Group Holding
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16 Mar 2021 18:25
Xi & The Communist Party Is Not Done With Alibaba Yet
Just when you start to think that the friction between Alibaba and the Chinese government may have started settling down, the Chinese government...
Oshadhi Kumarasiri
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310 Views
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