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...
434 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...
380 Views
Horizon Construction Development IPO - Peer Comparison & Thoughts on Valuation
Horizon Construction Development (1887128D HK) is looking to raise US$223m in its upcoming Hong Kong IPO. In this note, we undertake a quick peer...
300 Views
China TMT Update (May.12) - Shein/PDD/700.HK/BABA/JD/ZLAB:Shein's Newly-Launched Marketplace
Shein's newly-launched marketplace、China major Ecommerce platform's low price strategy in 6/18 promotion，ZLAB revenue met our expectation while...
374 Views
Alibaba (9988 HK) Earnings Preview: Better Growth and Better Margin for 4Q23
We believe revenue will grow by 5.6% YoY in 4Q23 and by 9% in FY2023 versus 2.7% in FY2022. We also believe operating margin will improve slightly...
331 Views