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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Tongcheng-Elong IPO: Strategic Shareholder Agreement Constraints Profitability
Tongcheng-Elong Holdings Ltd (1629482D CH), the third largest online travel agency (OTA) in China, was formed through the merger of Tongcheng...
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Last Week in GER Research: Softbank, Babytree, Tencent Music, MYOB, Yancoal, Spotify Warning & More!
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. Last week, Arun initiated IPO coverage...
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BabyTree IPO: When the Bough Breaks, the Cradle Will Fall
Allen Wang resigned as Google's Chief Marketing Officer of Asia to start Babytree in 2007. A year later in 2008, 54,000 babies were hospitalized in...
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Tencent Music IPO – Should You Be Wary of the Controlling Parent?
With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...
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