Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
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Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold
BEST Inc (BEST US)'s 3Q19 results were largely in line with consensus estimates and our own views. The company’s express segment (60% of revenue)...
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China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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Alibaba HK Listing: A Strong Start; What's Next?
Alibaba Group (9988 HK) shares are up close to 10% since its listing while its US counterpart has made a new yearly high. With the ADR shares...
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Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate
Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its...
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