JD.com (JD): External Logistics Service Improved Both Topline and Bottom Line, 50% Upside
The stock price has risen by 23% since our last buy rating in August; however, we believe there is still a further upside of 53%. Revenue growth...
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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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Sea Limited: Opportunistic Offering or Building a War-Chest?
Sea Limited produced a strong set of results in its 3Q results yesterday, with robust sales and earnings figures in both its gaming and e-commerce...
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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...
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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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