2018 China’s Singles’ Day GMV Review - First Cut
The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...
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Alibaba Group Holding: Three Metrics Sell Side Analysts (Choose To) Ignore
We find three worrying metrics on Alibaba Group Holding (BABA US) that point to much slower growth narrative. The three metrics are all related to...
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Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
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Alibaba (BABA): Freezes Hiring and Minor Businesses to Save Margin, Upgrade to HOLD
We are optimistic about BABA’s cost cutting efforts. China’s e-commerce recruitment decreased by 57% yoy in fiscal 3Q18 (BABA’s fiscal 2Q19). At...
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What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)
As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...
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