Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce
In this insight, I take a deep dive into Alibaba’s Sum-of-The-Parts to assess the implied value for their equity holding in Ant Group, and what can...
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IMAX China (1970): Short Term Rally but Capped Upside, Vs Ali Picture
Imax China Holding (1970 HK) is having difficulty due to the capacity constraint in the cinema despite a reopening relief that s
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Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
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China Internet Weekly (1Jun2020): Internet Information Revenue Up 13%
Internet information service revenues from January to April 2020 grew by 12.8% YoY. Alibaba Pictures (1060 HK)’s revenue declined by 5% in FY2020...
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