China Internet Weekly (18Nov19): Single Day, Alibaba's Record Sales, PPD's 6% Mkt Share Vs. JD's 17%
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Anticipating the Alibaba HK Listing
Last week Reuters and other media sources carried articles suggesting that Alibaba Group Holding (BABA US) would imminently re-launch its desired...
928 Views
Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
867 Views
China Unicom (762 HK): New Buy Idea
We launch on China Unicom Hong Kong (762 HK) as a new 'Buy' idea, driven by improving growth prospects, better free cash flow generation on reduced...
405 Views
Chinese Telecoms Look to a Better 2H19 but 5G Capex Looms. Network Sharing Is Not a Panacea
Results from the Chinese telcos in 2Q remained lacklustre although we do expect 2H19 to show some improvement. The problem is that 5G capex looms...
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