Alibaba: Very Strong 1Q16 Results Driven by Ad Tech
Alibaba (BABA US) 1Q16 results were well ahead of NSR and consensus expectations. Revenue growth of 59% was well ahead of our +47% (cons +49%)...
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JD.Com Delivers Cleaner Growth Message in 2Q16 Results.
After the controversy surrounding JD.Com apparent cut in guidance earlier in the quarter, it was good to see JD posting 2Q16 results in line with...
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Why the Car You Currently Own Is the Last Car You Will Ever Buy
The arrival of the autonomous car is set to be the greatest disruptive force in the transport industry since the advent of the private automobile....
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BABA 1Q17: Growth Accelerates to Post-IPO High... And Monetization Has Only Just Begun
Alibaba Smashed Earnings ExpectationsAlibaba’s 1Q17 revenue increased by 59% YoY to RMB32.2 billion, which represents an acceleration to the...
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Why Alibaba's Key Metrics Will Dramatically Change (Part 1)
In June this year, Alibaba announced that it would stop reporting quarterly GMV figures, and only provide GMV on an annual basis. The shift comes...
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