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Write a Squawk to moat888
  • Trade view / 15 September 2015 at 1:27 GMT
    Strategic trade

    Flawed journalism will not hit Alibaba's prospects

    China Watcher / Shanghai
    China
    Over the weekend, a negative article was posted on Barrons criticising Alibaba, which picked up a lot of attention from investors. However, the arguments posed have serious flaws. Common sense should prevail as the share price recovers from the unnecessary damage that articles like this cause.
    Read the Trade View
    4y
    moat888 moat888
    Time horizon 3 years.
    4y
    moat888 moat888
    Neil, Check out this story about the Chinese shopping in Europe.

    http://www.wsj.com/articles/chinese-open-luxury-wallets-for-europe-1442261511

    How are these shoppers doing on the ground in Shanghai?
    4y
    Neil_Flynn Neil_Flynn
    It's genuinely the case that people don't shop for luxury products in China unless a) they have so much money that they don't need to care about...
  • Article / 26 August 2015 at 4:12 GMT

    Aston Martin-LeTV electric smart car in pole position

    China Watcher / Shanghai
    China
    Aston Martin-LeTV electric smart car in pole position
    LeTV, often known as China’s Netflix, has partnered with Aston Martin with the intention of launching an electric super car next year. Aside from being visually stunning, the car will focus on data collection from the user, forming the next generation ecosystem expansion: the smart car.
    Read the article
    4y
    fxtime fxtime
    Interesting article Neil...perhaps shades of Big Brother et al too. In the UK approx 5yrs ago the government sought to find a means of charging drivers for...
    4y
    marran marran
    very interesting article Neil, I cant see the launch happening anytime soon though, we still dont have the infrastructure in place
    4y
    moat888 moat888
    IMO this car will never happen.
  • Trade view / 25 August 2015 at 0:12 GMT
    Strategic trade

    Baidu emerges as Black Monday's smart pick

    China Watcher / Shanghai
    China
    Black Monday, as it is been described as in the financial media, took its toll on US-listed Chinese firms, as concerns over China’s economy had repercussions across global bourses. But with every rout comes the opportunity to pick up quality firms at low prices. Baidu is one such firm.
    Read the Trade View
    4y
    moat888 moat888
    $100 was F U N !
  • Article / 29 July 2015 at 0:11 GMT

    Earnings Review: Baidu's catch-up is too much, too late

    China Watcher / Shanghai
    China
    Earnings Review: Baidu's catch-up is too much, too late
    Baidu announced its second quarter earnings, with talk on its upcoming potential in O2O and how this will form the ‘next Baidu’. Investors shouldn’t buy-in to the rose-tinted view that management has presented, because Tencent and Alibaba have already been active in the industry.
    Read the article
    4y
    sarahvillanuess sarahvillanuess
    This comment has been redacted
  • Trade view / 27 July 2015 at 22:56 GMT
    Strategic trade

    Alibaba's same-day grocery trial opens up new market

    China Watcher / Shanghai
    China
    With the Wal-Mart-backed Yihaodian seeing its founders fired, Alibaba has taken the opportunity to promote its own grocery delivery business by trialling its same-day delivery service in Beijing this week, in a bid to take market share from the Wal-Mart- backed platform. With Q2 earnings to be released on August 12, management should be willing to discuss the pilot program, and whether it will be extended permanently and into other cities.
    Read the Trade View
    01 March
    terleini terleini
    One can get all groceries from Krogers. You can also get some discount by taking Kroger Feedback. Take the survey from https://krogerfeedbackfuel.com/
  • Article / 19 June 2015 at 5:05 GMT

    Ant Financial will snub NYC for Shanghai listing

    China Watcher / Shanghai
    China
    Ant Financial will snub NYC for Shanghai listing
    Alibaba's financial arm is now valued at $40bn. With Ant Financial likely to list in Shanghai within the next two years, domestic equity markets are becoming a much more attractive place to list. There will be huge capital inflows from overseas as MSCI includes domestic A-Shares into its Emerging Markets index.
    Read the article
    4y
    moat888 moat888
    IMO China's two stock markets are sort of like U.S. in the late 1920's and late 1990's, and Japan in the late 1980's. Don't bother picking...
    4y
    Neil_Flynn Neil_Flynn
    Yeah, there is very little logic to individual stock moves, and it is just gambling
  • Article / 12 June 2015 at 4:56 GMT

    Latest Chinese P2P apps are all talk

    China Watcher / Shanghai
    China
    Latest Chinese P2P apps are all talk
    In China’s fiercely competitive education system and labour market, the ability to speak English at a high level is essential for getting ahead of your peers. Therefore people are willing to pay a lot of money for English language classes. P2P English apps are increasing in popularity, and the latest ones help users find teachers for their particular requirements.
    Read the article
    4y
    coolgilr43 coolgilr43
    This article really has true points especially in the english proficiency of most Chinese. I take chinese lessons on skype at http://preply.com/en/chinese-by-skype and it's really obvious how...
    4y
    Neil_Flynn Neil_Flynn
    To be honest, i rarely have time to go to analyst days
    4y
    moat888 moat888
    The reason I asked was because it looks like management guided down their top line growth rate as wells as warned heavy spending will continue in 2015,...
  • Trade view / 04 June 2015 at 4:14 GMT
    Strategic trade

    Alibaba expands its Russian operations

    China Watcher / Shanghai
    China
    Alibaba has expanded its international retail platform AliExpress in Russia. AliExpress is already the dominant e-commerce platform in the nation, with significantly more users than both eBay and Amazon combined. This should signify the start of a wider international expansion, with Southeast Asia and India major growth markets.
    Read the Trade View
    4y
    moat888 moat888
    Hi, Thanks for the article. Your label is still off by one year. Note for example in the case of BABA, CY2014Q4 = FY2015Q3)....
    4y
    Neil_Flynn Neil_Flynn
    Thanks, i've corrected that in my spreadsheet. It's odd that they end the fiscal year in March because no other major Chinese firms do that, but i...
  • Trade view / 28 May 2015 at 4:25 GMT
    Strategic trade

    Alibaba receives MyBank approval

    China Watcher / Shanghai
    China
    Alibaba has received approval to launch its own internet bank, called MyBank. As well, Alibaba and Wal-Mart have been expanding their collaboration through the use of Alipay in Wal-Mart China stores, and I expect to see further synergies in the online grocery delivery industry.
    Read the Trade View
    4y
    moat888 moat888
    1) Is AliPay used in physical retail stores in China at all? For example can you pay with AliPay (using our phone) at KFC, McD, and...
    4y
    Neil_Flynn Neil_Flynn
    It's used in some physical stores. For example, if i go into my local 7-11, i go to the counter, open my Alipay app, select the QR...
    4y
    Neil_Flynn Neil_Flynn
    MyBank and WeBank are going to completely revolutionise the banking industry in China, which has been so slow to evolve with technology. In the UK, i've used...
  • Article / 22 May 2015 at 6:05 GMT

    Earnings review: Youku Tudou rallies on strong guidance

    China Watcher / Shanghai
    China
    Earnings review: Youku Tudou rallies on strong guidance
    Youku Tudou beat revenue consensus but missed earnings consensus with its first-quarter earnings release, but investors were impressed by strong second-quarter revenue guidance. Ad revenue grew, driven by stronger mobile monetisation, but investors should remain concerned that content costs show no sign of slowing down.
    Read the article
    4y
    LION KING LION KING
    This comment has been redacted
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