ComfortDelgro: Too Early to Bottom-Fish as Ride-Hailing Apps Continue to Incentivize and Innovate
Although Comfortdelgro Corp Ltd (CD SP)'s shares have fallen 9% year-to-date, it is too early to bottom-fish. Recent data from Singapore's land...
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Alibaba Drives SoftBank's FVE Up; SoftBank on the Acquisition Trail for the Vision Fund
Two increases to our Alibaba Group Holding Ltd (BABA US) valuation since Softbank Group Corp (9984 JP)’s full year result have driven up our...
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Alibaba 4Q17 Earnings Preview: All Eyes on 'New Retail' & Cloud
Since Alibaba’s last earnings results in January, the Company’s stock price has run up by more than 13%. Investors increasingly grew more...
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China Internet: Alibaba Meeting Note - Update on Ecosystem, Monetization, and O2O
Alibaba Group Holding Ltd (BABA US) remains focused in 1) continuing to build out its ecosystem, 2) increasing online monetization and 3) tapping...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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