XiCP
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$Alibaba (BABA.US)$ $BABA-W (09988.HK)$ released its Q3'22 results last week.
It was also around that period when Charlie Munger expressed that Alibaba was his biggest mistake.
Was he right to admit so?
1. Topline 2% growth YoY
Topline for Baba was flattish YoY, both from Q3'22 vs Q3'21 and 9M‘22 vs 9M'21.
Some key findings that might make investors skeptical include shrinkage in China commerce, which is down by 1% YoY.
2. Good growth for int...
It was also around that period when Charlie Munger expressed that Alibaba was his biggest mistake.
Was he right to admit so?
1. Topline 2% growth YoY
Topline for Baba was flattish YoY, both from Q3'22 vs Q3'21 and 9M‘22 vs 9M'21.
Some key findings that might make investors skeptical include shrinkage in China commerce, which is down by 1% YoY.
2. Good growth for int...
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XiCP
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Recently, major institutions filed 13F reports with the U.S. Securities and Exchange Commission (SEC), disclosing their holdings and the size of their positions in U.S. stocks during the fourth quarter.
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!![]()
Michae...
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!
Michae...
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XiCP
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On the occasion of the 10th anniversary of $BABA-W (09988.HK)$ settling in Yuhang District, Hangzhou, Yuhang government nailed an all-rounded strategic partnership agreement with BABA.
At the signing ceremony, BABA Chairman and CEO Daniel Zhang remarked that the company will always take root in Hangzhou and Mainland China in the next decade, while amplifying investment in scientific research.
The tech giant will also build itself into a Ch...
At the signing ceremony, BABA Chairman and CEO Daniel Zhang remarked that the company will always take root in Hangzhou and Mainland China in the next decade, while amplifying investment in scientific research.
The tech giant will also build itself into a Ch...
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XiCP
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China is moving to take “golden shares” in local units of $BABA-W (09988.HK)$ and $TENCENT (00700.HK)$ as Beijng formalises a greater role in overseeing the country’s powerful tech groups.
The ‘golden shares’ provide a mechanism by which the government can remain deeply involved in tech groups, particularly the content they broadcast to millions of Chinese people.
The stakes, usually involving a 1 per cent share of i...
The ‘golden shares’ provide a mechanism by which the government can remain deeply involved in tech groups, particularly the content they broadcast to millions of Chinese people.
The stakes, usually involving a 1 per cent share of i...
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