A Site Visit: Alibaba (BABA) Successfully Integrates “New Retail” into RT-Mart of Sun Art (6808 HK)
We visited one of RT-Mart supermarkets (Photo 1~15) after Alibaba announced that it has reformed 100 of RT-Mart stores into “new retail”. We found...
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'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
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BABA's 3Q Results Still Delivering Growth, With "New Retail" Starting to Contribute Meaningfully
Vincent Fernando, CFA has already written on the recent Alibaba (BABA US) 3Q earnings release. Our own Kirk Boodry sees the results as generally...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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