Alibaba (BABA US): What It Takes for Re-Rating
Despite markets' focus on near-term growth weakness, we stick to our bullish call on BABA on sustained recovery, well-executed reorganization...
478 Views
Dmall Pre-IPO - The Negatives - Path to Profitability Remains Murky and Related Party Sales an Issue
Dmall Inc (1751691D CH) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
526 Views
Dmall Pre-IPO - The Positives - Ambitions of Aiding the Retail Digitization Journey for Retailers
Dmall Inc (1751691D CH) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
299 Views
Alibaba (BABA US): Buy Ahead of March Quarter Results This Thursday
We believe BABA's upcoming 4QFY23 results will surprise the market to the upside by a wide margin in terms of recovery in bottomline. Buy ahead of...
430 Views
Growatt Technology Pre-IPO - Latest Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$400m in its upcoming Hong Kong IPO. In this note, we will provide our latest thoughts...
376 Views