Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

Alibaba (BABA US): Ant Group Woes Overly Priced-In

Long/Short: Alibaba/Vipshop, a Comparative Valuation

Alibaba (BABA) Fine – Close, but No Cigar

Regulators Holds National Symposium To Strengthen Anti-Monopoly Rules

Market Regulator Held Meeting With Major E-Commerce Platforms

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<p>China Banking and Insurance Regulatory Commission (CBIRC)  published a circular over the weekend looking to further specify rules over internet loans at commercial banks.</p>
<p>The notice marks the latest effort by central govenrment to strengthen supervision of online financing carried out both by traditional commercial banks and fintech giants like <a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:787:1" rel="noopener">Alibaba Group (BABA US)</a> 's Ant Group.</p>

China Banking and Insurance Regulatory Commission (CBIRC)  published a circular over the weekend looking to further specify rules over internet loans at commercial banks.
The notice marks the latest effort by central govenrment to strengthen supervision of online financing carried out both by traditional commercial banks and fintech giants like Alibaba Group (BABA US) 's Ant Group.

CBIRC Issues Online Lending Rules Impacting Ant Group