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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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24 Jan 2017 23:41
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
Howard J Klein
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881 Views
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bearish
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Thematic (Sector/Industry)
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06 Jan 2017 10:09
Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
Euromonitor International Ltd.
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306 Views
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bearish
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Thematic (Sector/Industry)
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20 Dec 2016 14:34
Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?
With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...
Douglas Kim
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344 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
260 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2016 14:47
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
Valerie Law, CFA
381 Views
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