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....
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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...
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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...
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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...
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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...
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