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...
752 Views
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...
344 Views
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...
357 Views
Zhaogang.com (找钢) Pre-IPO Review - Impressive Growth Supported by Solid Operating Metrics
Zhaogang.com (0941802D HK) is looking to raise US$400m in its upcoming Hong Kong IPO. Proceeds from the IPO are to be used to expand its steel...
1.7k Views