Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.
JD.com (JD US) shares have lagged the sector in recent months largely on concerns about competition from Alibaba (BABA US) and margin potential....
253 Views
China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
293 Views
JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
472 Views
Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
6.2k Views
Asia Frontier Capital Travel Report: Laos
In line with our process of being on the ground in the countries we invest in, Scott Osheroff, Analyst at Asia Frontier Capital, traveled to Laos...
417 Views