Alibaba (BABA US): Thoughts on Valuation Ahead of the HK Listing
This is the THIRD of a series of reports on Alibaba Group Holding (BABA US). In our previous notes, Alibaba (BABA US): Domestic E-Commerce Business...
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The Online Fashion Wars: Rakuten Takes on Z&Zozo
Z Holdings' (4689 JP) (Yahoo Japan) decision to accept Yusaku Maezawa’s proposal to buy his stake in Zozo has caused major ructions in the fashion...
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Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation
Alibaba Group Holding (BABA US) has launched a $13.4 billion secondary listing in Hong Kong with the shares expected to be priced around 20...
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Walgreens Boots Alliance: KKR Offers to Take the Drugstore Giant Private
It was reported by Bloomberg on Monday (11th November) that Walgreens Boots Alliance (WBA) was offered a buyout deal by private equity firm KKR....
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Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
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