Shanghai Fosun Pharmaceutical Says Unit's Plan to Merge With Henlius Biotech Failed to Pass Henlius's Shareholder Meeting
Shanghai Fosun Pharmaceutical Says Unit's Plan to Merge With Henlius Biotech Failed to Pass Henlius'
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- ·02-20$BABA-W(09988)$ With a +9% G from CMR portion of TTT & +11% G from Cloud business along with margin expansion, you can say Baba is back to being a rare profitable growth company. Current management has successfully draw up a rough roadmap to further growth with their strategic positioning in the AI Cloud infrastructure segment. Often neglected were the humongous +32% G from AIDC (now 2nd largest business within Baba group). Finally, board & management efforts paid off bringing to reality a turnaround. This should go down in business books as one of the most brilliant turnaround in history. Jack is right. Cheers.
- ·02-20$Alibaba(BABA)$ if you smell, what the Ma is cooking. I smell redemption omg what a quarter. It broke everyone's expectation be it high or low. Cheers to the believers.
- ·2024-11-28$CHINA EDU GROUP(00839)$ Latest announcement on Inside Information with regards to write down incurred on intangible related to University in Australia, Sichuan up to the tune of ~RMB 1.5b (rough figure) resulted in the lowest earnings in history of the group. Management says that it amounts to a hit of ~5% on group's total asset. That's to say Book will reduce by 5% in value. Current pricing trades @ P/B : 0.6; meaning to say this ratio will be adjusted upwards to 0.63; imo, well-discounted taken into account the info provided by the announcement. Why do I say this? A quick glance into the recently published annual report reveals some of the key assumptions in estimating the value of the cash generating units (CGU); Discount rat
- ·2024-11-15$Alibaba(BABA)$ after going through the webcast, judging from available info without analyzing further the statements, this quarter is a confirmation that Baba is no longer growing it's most profitable core segment that has been the growth + cash cow. Digital commerce supposedly grew ~16% & Baba grew 1.4% (GMV not reported) while JD grew 5.1%. Baba will grow & fall together with it's merchants however it seems like merchants were undercut by PDD & Shared with JD Kuaishou & Bytedance. Moving forward, Baba will have to depend on growth from yet to be profitable business, eg. AIDC, CLOUD AI. however both business is an ant compare to their core e-commerce rev & profit margins. Also not profitable yet. Unless they d
- ·2024-11-15Bl00dy XiAnt Group's quarterly profit nearly triples
Ant Group's quarterly profit nearly triples
Ant Group's quarterly profit nearly triples SHANGHAI, Nov 15 - China's Ant Group reported a 192.9% rise in net profit to 7.59 billion yuan in the three months to March 31, according to Reuters calculations based on Alibaba Group Holdings' 9988.HK earnings released on Friday.The e-commerce giant reports profit from Ant one quarter in arrears.The near tripling of Ant Group's profit from a year earlier was largely due to a 7.07 billion yuan fine levied on the group a year earlier by the Chinese government for violating laws concerning consumer protection and corporate governance, ending a years-long regulatory overhaul of the fintech company.Both groups were co-founded by Chinese billionaire Jack Ma and Alibaba holds a 33% stake in Ant. - ·2024-11-15He's hedging Xi's du^^b brainsMichael Burry Boosts China Stakes But With Cautious Hedges
Michael Burry Boosts China Stakes But With Cautious Hedges
Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection. - ·2024-10-08$CHINA EDU GROUP(00839)$ Today's NDRC Press briefing underwhelmed international investors however, one thing they overlooked especially for domestic education sector is the lowering of loan rates for student; coupled with Xi's calls to boost domestic education & NDRC acknowledgement of a structural mismatch in the job market & talent; would boost further student enrollment for years to come especially for courses related to the so-called new productive forces industries. 🥂
- ·2024-10-08$BABA-W(09988)$ Thoughts on NDRC Press Briefing: Market seems to be disappointed with the plans announced on RMB100B 💰 to local government for fiscal spending + balance RMB290B for project construction. Indeed for a USD 17.8Trillion economy, even along with PBOC announcement two weeks ago which totalled RMB 1.45 Trillion excluding adding asset swap program for brokerage & insurance comp etc. is less than 1% of GDP. However, I believed market overlooked minute details that was announced by regulators : 1) Issuance of $$ vouchers to low income group & cash voucher to support milk consumption trend - big change in Chinese gov approach which signalled they are aware of the deflation trend... Which comes to
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