BABA: Aggressive Development in Offline Retail is Positive in the Long Run but Margins May Suffer For A While; Maintain Buy
BABA is the leading vendor in new retail and is leading the integration of online and offline. The company’s new retail development – acquiring/investing in leading offline chain department and grocery stores – is more advanced than all of its peers in China, and coverage already includes major metropolitan areas in China.
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.