Alibaba (BABA): Failure of “New Retail”
We are pessimistic about “new retail”, but still optimistic about BABA. Our price target is still at USD232, significantly higher than the market...
538 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
455 Views
NetEase (NTES): Game Business Worth Upside of 28~40% and There Is E-Commerce
During the license suspension, NetEase showed the ability of developing new versions and contents based on the licensed games. The China Press...
657 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Mixed Messages in April
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
591 Views
ESR Cayman IPO Preview: A Moving Story
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. ESR has started...
854 Views